Experience
Analyst
Present
- Coordinates with the VIC in the management of $180,000 of the Vanderbilt University endowment - Partners with a team of 6 to identify & recommend profitable investments within the industrial sector
Teaching Assistant
Selected Applicant
Vanderbilt Financial Modeling Club
- Builds on understanding of financial statements & valuation methods through extensive excel modeling educational sessions - Utilizes companies’ 10-K and 10-Q financial reports to derive various financial multiples & metrics (e.g. EV/EBITDA, P/E, etc.)
2024 Sophomore Wealth Management Summer Analyst
Bank of America Private Bank · Boston, Massachusetts, United States
- Staffed on the Investments Team throughout a 10-week summer internship program - Supported two portfolio management teams, drafting performance updates for current clients and preparing model portfolios for prospective clients - Crafted and presented a full-scale excel model to optimize portfolio rebalancing methods across the Boston office
2024 Piper Sandler Career Exploration Program
- Invited to participate in a 2-day long financial services early recruitment program - Explored various career opportunities in Investment Banking and Sales & Trading - Networked with professionals in various industry and product divisions (Energy, Consumer & Retail, DCM, etc.)
Bnp Paribas Black & Hispanic Sophomore Opportunity Summit
Lazard Sophomore Diversity Day
- Invited to participate in a full-day financial services early recruitment program - Networked with professionals in PCA and learned from various occupations from across the firm
2024 Sophomore Explorers Program
- Invited to participate in a 4-day long financial services early recruitment program - Explored various career opportunities in Investment Banking, Sales & Trading, and Equity Research - Networked with professionals in various occupations across Stifel, KBW, and Miller Buckfire
D. E. Shaw Latitude Fellowship Recipient
- Awarded the opportunity to participant in a 3-day in-person financial services discovery program - Engaged in robust daily programming exploring the fields of investment and behavioral finance - Networked with individuals from across various quantitive and discretionary investing roles
Amplify Forum for Underrepresented Minorities
2023 Deloitte Discovery Consulting Intern
Deloitte · New York, NY
- Utilized strategy consulting techniques to conduct team-driven analyses & deliver presentations to clients & senior Deloitte staff - Collaborated & networked with Deloitte consultants through various on-project and off-project engagements
Education
Vanderbilt University
Posse Scholar, Bachelor of Science - BS, Mathematics and Economics
Xavier High School
Valedictorian
Coursera
Finance, General
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