Aviation Finance Team

• Built 6+ companies’ pro forma financial model to perform credit profile and fundamental analysis in a team of 4 analysts alongside MBA students, forecasting Free Cash Flows and change in capital structures to determine potential upside/downside scenarios • Created Disney and Apple research reports to make buy investment recommendations to the Investment Oversight Committee, adding $650,000 worth of the two companies’ bonds to existing $17.4 million fixed income portfolio• Performed relative valuation analysis to identify undervalued trading bonds by collecting and plotting Option Adjusted Spread and Modified Duration of TMT companies, using Bloomberg Terminal• Delivered two investment recommendation presentations to the Investment Oversight Committee, receiving investment approval

• Created a database system for 2.3 billion operational investment portfolios and 30+ investment managers; collected and imported all related data into the database system • Attended 15+ Allina Health’s Finance meetings and 10+ quarterly earnings and due diligence investment meetings to learn about health care finance and unique investment strategies investment managers utilize • Delivered a final presentation to 20+ CFO, Vice Presidents, and Directors about the database created and possible future uses

• Managed 5 new profiles; clients with assets $2 million above • Maintained customer databases, analyzed and projected clients prospective demands based on personal information