Experience & Skills

I sat for and passed the CFA Level I exam one week after my M.S. Finance finals; registered to sit for Level II in May 2023.

MS Excel, Word, Powerpoint: Microsoft Office Specialist certification

Bloomberg: Bloomberg Market Concepts (BMC) certification and experience using Bloomberg for equity analysis for the SMIF and data sets for Alvarez and Marsal

Tableau: Experience using Tableau to present data; constructed a custom data map of Childhood Opportunity Index scores for Washington, D.C. neighborhoods using custom geographic data

Anaconda: Working experience using Anaconda and Jupyter notebook for Python programming

S&P Capital: Experience using S&P Capital for public company research, primarily for the purpose of comparable company analysis for Alvarez & Marsal

Dune Analytics: Working proficiency in applying postgreSQL to Dune Analytics for blockchain research

GitHub: Developing Git and GitHub skills while taking programming courses and building projects

Python: Experience using Python for data analysis, visualization, reporting as well as scientific computing

SQL: Developing proficiency in postgreSQL for data analysis and database management

Git: Learning Git for version control in conjunction with Python courses and project development

Solidity: Limited knowledge and learning proficiency using Solidity to create smart contracts for deployment to the Ethereum blockchain

HTML: Hobbyist proficiency in HTML and CSS; primarily for the upkeep of this website

Duration: Current

Location: New York City, NY

• Analyze financial statements and construct complex valuation models using income, market, asset-based, multi-period excess earnings, replacement cost, cost approach, and relief from royalty methodologies;
• Develop valuations for a variety of financial reporting and tax purposes including purchase price allocations, gift and estate, non-compete agreements, goodwill impairment, and inter-company restructuring;
• Prepare valuation schedules and supporting written narratives with a high degree of attention to detail and deadlines for presentations to clients; and
• Conduct granular company and industry research using S&P Capital IQ, Bloomberg, IBISWorld, and other databases and tools.

Duration: August 2020 — May 2021

Location: Morgantown, WV

• Managed an endowment account with over $600,000 worth of assets, optimizing using portfolio metrics based upon a top-down approach, driven by extensive macroeconomic and risk modeling;
• Performed in-depth industry, market, competitor research, and valuation analysis on a wide range of public entities using relevant approaches and theory; and
• Conducted strategic and tactical asset allocations through quantitative, fundamental, and technical analysis.

Duration: May 2021 — August 2021

Location: New York City, NY

Duration: August 2021 — May 2022

Location: Morgantown, WV

• Assist the finance department chair in operating the Student Managed Investment Fund, with AUM of $600,000 and an annual operating budget of $100,000, and 12 junior and senior analysts;
• Synthesize and distribute macroeconomic reports to the WVU finance undergraduate program, which includes over 750 students; and
• Provide weekly tutoring sessions for the general finance course, which is taken by all WVU business undergraduate students.

Duration: December 2020 — January 2021

Location: Washington, D.C.

• Focused on a racial equality in healthcare project for Children’s National Hospital under McKinsey & Co. alumnus supervision; and
• Solely responsible for the construction of interactive Tableau data visualization delivered to and used by the client.

Duration: August 2019 — May 2021

Location: Morgantown, WV

• Conducted at least three to five 50-minute study sessions per week; and
• Prepare weekly lesson plans and complete reports used for statistics valued by the tutoring center.

Duration: May 2019 — August 2020

Location: Parkersburg, WV

• Managed day-to-day activities including billing and estimates, scheduling, and developing relations with clients;
• Planned and executed marketing and promotional campaigns to drive new customer growth and improve client retention; and
• Successfully implemented community shows that benefited charity organizations.