Generate monthly and quarterly presentations showing the financial performance of the company and its business units for key external and internal stakeholders. Build financial models to assess the opportunity and profitability of key business initiatives being planned as part of the company strategy and partner with business leaders to identify and measure performance against short and long­term strategic and financial targets. Assist in brand partnership negotiations by building financial models to determine revenue projections and profitability of partnership initiatives.

Cultivate new clients and maintain existing corporate relationships in the Technology, Media, and Telecom (TMT) Group. Conduct valuation analyses to determine investment opportunities and relevant due diligence. Prepare cash flow models, draft memorandums, and share potential acquisition targets or buyers with clients. Analyze transaction comps and industry peers to compare valuation multiples with final offer to prepare fairness opinion. Developed financial models with cross-functional teams to determine debt structure for acquisition. Created financial projections and credit memos for Take-Two Interactive Software’s $12.7 billion acquisition of Zynga, Inc. Worked on $1 billion debt offering by Take-Two issued in April 2023. Select Accomplishments:• Constructed financial model to determine breakdown of debt Wells Fargo could provide Corporate Service Company (CSC) for €1.8 billion acquisition of Intertrust Group, an international trust and corporate management company. Prepared overview memos for internal credit teams and financial projections for CSC and Intertrust on term loan Bs and revolving credit facility. • Successfully closed debt financing into escrow while awaiting final jurisdictional approvals. Aggregated fees generated by Wells Fargo totaled approximately $31 million. Deal closed in November, 2022; largest acquisition by CSC.• FINRA Certifications: Series 63, Series 79 Licenses 2021; Securities Industry Essentials Exam, 2021.

Conducted industry and market research, business due diligence, credit and risk analysis in the Technology, Media, and Telecom (TMT) Group. Performed advanced financial statement analysis, created pitchbook, and developed cash flow model for case-based project.

Led modeling team during structuring cycle. Modeled two deals monthly via reverse engineering prospectus statements to develop cash flow models. Managed $1.0 billion discount mortgage-backed security portfolio, produced tax projections and reports for investors and IRS on quarterly basis. Generated tax projection reports for investors and IRS. Ensured cash flow accuracy for rejected REMICs.

Created multiple volume and revenue reports for trading desks used for performance presentations. Priced products including participation certificates and agency commitment bonds monthly by analyzing factors such as security option adjusted duration. Conducted financial analysis of ten of Fannie Mae’s Connecticut Avenue Securities (CAS) against ten of Freddie Mac’s Structured Agency Credit Risk (STACR). Determined credit drift among CAS and STACR deals.