• Delayed start date after graduation as was the case industry-wide

• Assist with reviewing and editing existing case studies, and corresponding teaching notes, as part of a curriculum designed to educate currently incarcerated individuals

• Created and released social media posts through Canva - posts highlighted company achievements and relevant industry news and were shared across multiple platforms including X, Facebook, Instagram, and LinkedIn• Supported clients ranging from companies in the start-up stage to profitable companies with proven products in the market• Assisted with publishing press releases using targeted language to communicate with specific audiences

• Supported the firm’s emerging pharma team, specifically the pipeline and launch strategy group on efforts including due diligence work, portfolio assessments, expansion strategies, opportunity assessments, and disease assessments• Collaborated with offshore teams to streamline forecasting responsibilities on specific projects to better understand what inputs were needed to drive towards forecasted profit numbers for targeted drug landscapes• Assembled discussion guides and led client interviews to gather primary and secondary data and drill down to key endpoints as part of market analyses and competitive analyses for our clients

• Sourced new clients through macro and sector-specific ideas• Worked with our research department to better understand trends in our covered stocks and key developments to be communicated to our clients• Oversaw the management of an $80M portfolio for an alternative investment manager - prepared final investment decisions by establishing either long or short positions in companies where high volatility was tied to evolving market conditions - generated a 15% return for the portfolio within the first quarter at the firm

• Member of the firm’s banking team covering the healthcare, metals & mining, technology, and clean-technology spaces - served on the equity capital markets team, spearheading new buy-side relationships and roadshows with existing and prospective clients• Devised and implemented an in-depth strategy assisting over 75 non-listed companies with uplisting to a major U.S. exchange for increased U.S. institutional ownership and higher trading volume• Built out discounted cash flow and burn rate analyses, peer holder analysis, and statistical analyses on volume-weighted average prices and reverse stock splits; resulted in numerous deals accounting for 30-40% of the bank’s revenue per year• Researched and cold-called buy-side firms helping to promote H.C. Wainwright and develop stronger relationships with prominent buy-side accounts• Developed relationships with management teams of publicly traded companies by organizing non-deal roadshows across different cities in the U.S. and abroad• Assisted with secondary market deals aimed at raising capital through publicly marketed confidential offerings, registered directs, private investments in public equity, and at-the-market offerings (ATMs)

• Supported the growth and development of a private banking book of business with $9 billion in assets under management, leading to the advisors ranking within the Forbes 2017 Top 100 Advisors list• Assisted in portfolio management and alternative investing for our client base by enrolling qualified clients in top-performing private equity funds; aligned the risk profiles of these funds with our clients’ preferences through risk analysis• Incorporated strategies centered around timing Rule 144 sales with trends in the global markets• Executed high-value equity and fixed income transactions using options, market, limit, and stop orders

• Oversaw the management and investment of funds in two books of business totaling $400 million in AUM• Enrolled assets into custom managed strategies using wealth outlook analyses to evaluate clients’ suitability• Integrated tax loss sale strategies to identify specific tax losses to be reinvested into ETFs with strong returns• Created and customized extensive prospecting lists to cold call - leveraged my understanding of our clients' financial health to consolidate outside assets on existing relationships