• Composed and presented investment memos outlining competitive landscape, industry and financial analysis results on prospective and existing companies in the technology, clean technology, and healthcare industry to add value to WI Harper’s two active funds of $100MM+ each• Co-led the valuation analysis (ROI, organic growth rate, exit multiples), due diligence, and pitching process for 4 technology startups, resulting in a total investment of $1.65M in seed funding• Enhanced the accuracy and consistency of WI Harper’s deal scoring systems that has been implemented by all 3 international offices• Trained and mentored two new interns in becoming familiar with WI Harper’s valuation and due diligence process

• Received extensive training on active deals from senior bankers, ranging from client selection to DCF valuation• Managed an extensive database to store and format thousands of pages of clients information• Supervised client services: answered customer phone calls, scheduled client meetings, and met with clients to assist with the preparation and execution of securities trades