• Developed and validated over 70 sub-sector investment ideas; performed in-depth market research and analysis and sourced over 300 proprietary investment targets. • Led broker outreach and deal flow management; created marketing materials drafted introductory emails, and reviewed 7 teasers, confidential information memorandums (CIMs), and management presentations. • Identified over 170 potential acquisition candidates based on investment criteria and IRR analysis; supported initial due diligence, and synthesized findings into internal investment committee presentation materials.

• Coached at fencing club, offering private lessons and leading classes, resulting in 14 national championships• Developed a financial plan for the club to generate revenue by increasing marketing efforts for youth camps• Evaluated the business’ financial statements and aided in bookkeeping, and billing of customers

• Analyzed current market positions alongside projections to build over 20 whole life, term life, and variable annuity financial models• Projected a multitude of insurance projections in collaboration with a financial consultant for clients, with invested capital exceeding $1.2 million in funds• Facilitated everyday meetings with clients to project future insurance and financial needs