• Drafted a private pricing agreement for 3 low to mid-size hospitals in the Mid-Atlantic, outlining pricing and contract terms for cloud services as part of a sales case team.• Analyzed computing needs for 74 hospitals, using R Studio to estimate annual storage demand and run regressions to identify those most likely to adopt cloud services.• Created a 12-page pitch deck outlining the strategy of lending storage at an initial cost to drive future purchases, with projected payback periods, and presented findings to the engagement manager.

- Stock Pitch Competition - 1st Place- Analyzed 10-K document for ESG Companies- Built 3-statement and DCF models

• Interviewed 16 clients planning for retirement to determine their risk appetite.• Developed portfolios with an average of 105% upside capture and 90% downside capture, outperforming the S&P 500 in both positive and negative growth phases.• Utilized FactSet to project 10-year portfolio performance, ensuring alignment with clients' risk profiles.