- Completed Capstone project involving running a probability of default (PD) calculation in the bank’s risk rating platform, performing a cash flow analysis and capitalization table, and drafting a prescreen memo for a $500MM Term Loan A ask.- Performed preliminary underwriting of credit requests for presentation on loan administration. Participated in the formulation of credit structure and prepared credit transmittals, term sheets, and commitment letters.

The Orange Value Fund, LLC is a private company organized as a hedge fund that specializes in deep value strategies and manages money for accredited investors. The Fund recruits analysts from the Applied Portfolio Management program at the Whitman School of Management while they are undergoing their training in asset management and investment banking.

Attended and reported on Senate committee hearings (Judiciary, Energy and Natural Resources, Finance, etc.) and conducted research to aid early stages of the legislative drafting process. Compiled weeks of research and prepared a comprehensive document presented to Senator Joe Manchin III, Former Alabama Head Coach Nick Saban, and NCAA President Charlie Baker to provide overview of Name, Image, Likeness (NIL) bills previously introduced to Congress.