- Assist in preparing valuation reports, using DCF and cost methodologies, for project financing, tax equity partnership, and sale-leaseback transactions, with approximately 50 valuations to date.- Analyze technical and legal documents including: production modeling reports and power purchase, lease, sale-leaseback, equity capital contribution, and membership interest purchase agreements to support valuations.- Interface with clients to set project timelines, perform due diligence, and deliver valuation reports. - Perform ad hoc research related to improving valuation methodologies, gathering data, automation and forecasting industry data.

Created, staffed and managed a team to streamline portfolio reporting, maintenance, and performance analysis, which helped increase the portfolio Sharpe ratio from year end 2015 to year end 2016.

Researched, valued, and wrote comprehensive investment recommendations and pitches for equities in the financials sector.

Responsibilities include: managing a floor of 36 diverse undergraduate students aged 18-22 and conducting monthly floor meetings about student government and community development, enforcing university policy and regulations, and responding to crisis situations

-Assisted in populating the audit database, drafting the Audit Planning Memo, and Background Information Checklist for the Dodd Frank Living Wills audit. Performed audit testing on TD Auto Finance financial results, Dodd Frank Livings Will and Capital Contingency Plan regulatory and financial appropriateness, and SOX mandates.-Took 20 hours of coursework covering risk assessment, operational risk, global trading, Deloitte order tracking best practices, macroeconomic indicators affecting the Bank, AML, and HR guidelines.-Lead a team of 8 other interns in creating and presenting a diversity initiative aimed at engaging more women to work at TD through partnering with the group Invest in Girls.

Wrote a formula that scanned for mutual funds that fit a certain risk profile, based on upside/downside capture ratios, Alpha, annual returns, and sector exposure. Created hypothetical portfolios made up of screened mutual funds that matched client risk tolerance levels, in order to illustrate how a quantitatively measured portfolio could withstand market fluctuations. Additionally integrated client data from Junxure into Salesforce software systems.

Over two summer internships, investment/financial analysis was performed and the firm's social media presence was analyzed. The firm is an SEC registered financial advisor, serving high net worth individuals, retirement plans and trusts. www.chathamwealth.com