• Actively co-managed The Bulldog Fund LLC, a Large Cap Equity Portfolio of $3,500,000 consisting of 45 companies through weekly updates, earnings reports, and trade recommendations for companies under coverage (AAPL, MSFT, NVDA, ADBE, PAYC, V, LRCX, FTNT, GOOGL, FB, NFLX, TTOW)• Utilized resources such as FactSet, Bloomberg terminal, S&P Capital IQ, and Pitchbook in the construction of equity research reports and analyses• Using real-time FactSet FDS codes, built an Excel optimizer that analyzed portfolio allocation methods consisting of market capitalization, equal weight, volatility, and mean-variance options to achieve the highest Sharpe ratio• Conducted analysis of fiscal and monetary policy to build a formal report and presentation outlining the macro-environment and outlook• Pulling historical data from FactSet and Bloomberg, built a DCF model of FTNT and developed a full beta pitch formally presented and approved by an investment oversight committee• While creating trade recommendations, used technical indicators including Moving Averages, RSI, and MACD to identify price patterns and entry/exit levels

• Collaborating with a team of 4 other participants, built a 20-page sell side research report outlining our investment recommendation and analysis on the assigned subject company, ECL• Developed a full three statement DCF model to derive a one-year price target, supported with other valuation methods including Price-to-Earnings and Enterprise Value-to-EBITDA• Due to inherit sensitivity of the DCF model, conducted monte-carlo simulations, sensitivity analyses, and scenario analyses of key assumptions including sales growth rates, WACC, ROIC, and terminal value• Presented our recommendation to a panel of CFA professionals, competing with other teams worldwide

• Assisted customers selecting food and beverages by presenting menu and answering food preparation questions• Served orders by picking up and delivering patrons’ choices from bar and kitchen • Demonstrated creativity by developing brand new menu ideas for the restaurant