To obtain acceptance into the Wells Fargo Summer Financial Analyst Program.
Bachelor of Arts: Finance & Political Science2017University of North Carolina at CharlotteCharlotte, NC, USA
Investment Banking Intern01/2016 to Current7 Mile Advisors Charlotte, NC
Assisting in building financial models; Assistance with client-related activities such as financial analysis and banker support; and business development tasks in research and presentation development.
Consolidating client deliverables; Producing in depth management desks; Orchestrating the appointment and meeting scheduling for Bankers with targeted current and prospective clients.
Analyzing and creating industry research, company research, M&A transaction research, database entry and updates with a focus in Professional Services and Technology.
Canvasser03/2014 to 11/2014New South RemodelersCharlotte, NCCanvassed door to door in the Charlotte area setting up appointments for quotes in the business of exterior home remodeling.
Manager of Cedarwood Pool05/2009 to 08/2013Carolina Pool ManagementGreensboro, NCManaged employees, developed work schedules, lifeguarded patrons, oversaw and maintained pool chemicals and operating equipment, managed guest fees and bookkeeping for Cedarwood Pool and served as the representative of Carolina Pool Management when dealing with owners and guests of Cedarwood Pool.
January 2015 - December 2015 - Alpha Sigma Phi Fraternity (Alumni Director)
Served on the Prudential Board of the Fraternity
Designed and issued Fraternity newsletter
Served as communicator with active alumni
Managed donations from Alumni
Organizer and facilitator of alumni related events
August 2014 - December 2014 - Model United Nations (Delegate)
Competed in Southern Regional Model United Nations in Atlanta, Georgia. Served as Russian Federation delegate representing UNC-Charlotte in UN-Habitat.
Successfully completed the Bloomberg Essentials Training Program in Commodities, Equities, Fixed Income, and FX