Underwrite publicly traded companies by analyzing 10-K filings, investment research reports, and investor presentations; consolidate findings in an investment memorandum and present them to the club’s leaders.Compile 3-Statement modeling accompanied by a DCF model that projects Worst, Base, and Best-case scenarios.Pitch stocks to the Investment Committee composed of USF alumni and professionals working in the financial industry.

Manage monthly reconciliation of a $1.3 million state grant to allocate capital to 3 Small business Development Centers to support economic development in the Tampa region. Optimize procurement purchase documentation that has driven a 20%+ increase in transaction approval rates.Forecast the budgeted balance for staff expenses using a budget variance analysis based on the previous year’s purchases.Construct a weekly report of procurement card purchases, including monthly memberships, business travel, and other related charges to make sure expenses stay under $2,000 per week.

Drove a 20% improvement in demand recognition for the Bank’s products and services at 7 new branches by conducting activity and financial analysis across 50+ existing branches.Monitored new account creation on the Bank's mobile platform and helped 31 branches achieve 150 new monthly digital accounts that underpin the Bank's digitization goals.Developed go-to-market strategy to grow client base by 10% through utilization analysis of 70+ ATM locations.Spearheaded the implementation of an employee-focused campaign that led to a 100% increase in digital savings accounts created and a 60% increase in ATM transactions for the month.

Led groups of 20+ people through teamwork development sessions, including icebreakers, team competitions, physical and mental challenges, and a ropes course, managed to maintain customer satisfaction of over 90%.