Experience

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  Marion advisors, llc

  May 2018 - Aug 2018

  Private equity analyst intern

  • Created analysis reports on a weekly, monthly, and quarterly basis.• Responsible for gathering financial data within the healthcare industry that was included in investor presentations.

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  Spray rock capital, llc

  May 2018 - Jul 2018

  Private equity analyst intern

  Created quarterly presentations on market updates in the solar energy sector.• Investigated infrastructures and processes on companies and manufacturers within portfolios.• Prepared investment target reports to present to senior leadership.

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  Marion advisors, llc

  May 2019 - Aug 2019

  Private equity analyst intern

  • Collaborated on presentations for investors and prospects alongside senior management.• Developed uniform templates for due-diligence reports, investor letters, and quarterly reports.• Created models for monitoring business performance, forecasting, and market updates.

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  Wheaton college

  May 2019 - May 2021

  Business manager (multicultural development- latino cabinet)

  • Gathered data and provided financial analysis to facilitate key business decisions and strategic planning, leading to a 35% increase in revenue growth from the previous year.• Managed organizational funds and created projected revenue models using excel and reporting the results to senior management.• Called and worked with local Latino-owned businesses for event contracting and partnerships

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  Tucher capital, llc

  May 2020 - Aug 2020

  Emerging market analyst intern

  • Analyzed financial statements to optimize portfolio segmentation and reach growth targets• Produced macro-level due-diligence reports and performance reports for current clients.• Organized discussions regarding financing options and better client-investor relations.

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  Staples

  May 2020 - Aug 2020

  Sales floor associate

  • Delivered exceptional customer service• Exceptional customer service and strong communication• Engaged in donation marketing

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  Wheaton college student-managed investment fund

  Aug 2020 - May 2021

  Analyst

  • Worked individually, and with a small portfolio team, earning a total return of 12.73%, in one semester, of the $45,000 our team oversaw.• Worked within a portfolio team researching and presenting investment pitches to the Fund.• In addition to domestic names also reviewed institutions located in Latin America. • Prepared financial analysis on various corporate and financial institutions located in various countries in Latin America including Brazil, Ecuador, Chile, Peru and Colombia. Show less

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  Pfm asset management llc

  Jul 2021 - now

  Financial analyst

  • Prepare advanced strategic reports analyzing credit risk, cash flows and expenditure allocation.• Provide arbitrage rebate, post-issuance compliance and investment valuations services totax-advantaged bond issuers.• Serve as the primary contact for clients, presenting investment progress and ad-hoc reports.