Experience

• 

  Pwc

  Jun 2014 - Aug 2014

  Intern

  Rotational Program

• 

  National association of black accountants (naba)

  Sept 2014 - Dec 2015

  Chapter president

  Norfolk State University Chapter

• 

  Wells fargo securities

  Jun 2015 - Aug 2015

  Investment banking summer analyst

  Leverage Finance• Completed comprehensive analysis of legal documents such as credit agreements and indentures in order to evaluate strategic alternatives, analyze market precedents and execute transactions• Created pitch books that presented in-depth market analysis as well as multifaceted financing solutions, including acquisition and recapitalization scenarios• Prepared Wells Fargo’s Leverage Finance Weekly Update, which summarized all debt capital markets activity within the consumer and retail industry • Assisted in preparing marketing materials for the financing of a $1.5 billion acquisition, in which Wells Fargo was the Left Lead Arranger for a $500 million Senior Secured Revolving Credit Facility Show less

• 

  Wells fargo

  Jan 2016 - now

  • Prepared reports for senior leaders that identify, analyze and interpret trends within the company and the credit lending environment• Built and maintain analytics dashboards to identify and translate critical data points across numerous data sources into clear and coherent visualizations• Collaborated with internal groups across Wells Fargo’s Corporate and Investment Banking platform to collect and analyze data• Led a team of eight to create a division-wide financial model template that will be utilized by over 200 employees in the Corporate and Investment Banking division Show less • Underwrote technology, telecom and media companies and created written credit memoranda of complex lending transactions for leveraged and investment grade borrowers• Lead the credit analysis and monitoring of leveraged companies through quarterly and annual risk rating and performance reviews• Created cash flow and LBO models to project potential and current borrowers’ ability to repay debt, and utilize DCF, public, and M&A comps to determine enterprise valuation• Analyzed and spread historical financials of various technology, media and telecom companies, assessing operational strength including leverage, liquidity, cash flow, earnings, profitability, availability of collateral and ability to service debt• Created group-wide financial spreading and M&A model templates in excel Show less

  • Vice President, Corporate & Investment Banking Data Insights & Analytics

    Jun 2021 - now

  • Associate, Corporate & Investment Banking Credit Administration Group

    Jan 2020 - Jun 2021

  • Investment Banking Analyst, Liability Management

    Oct 2017 - Jan 2020

  • Analyst, Technology Media and Telecom Corporate Banking

    Jan 2016 - Oct 2017
• 

  Business expansion funding corporation

  Dec 2020 - now

  Loan committee member

  • Evaluate and approve Small Business Administration 504 Loan requests from small businesses in North Carolina• Analyze financial statements, business overviews, credit statements and strengths and weaknesses of small businesses in North Carolina• Assist in the development of the Community Development Financial Institutions Fund program

• 

  Gatherclt

  Jul 2021 - now

  Community member

  gatherCLT is a digital hub focused on building authentic relationships within Charlotte's Black and Brown community. We cultivate community through our social platform (the Hive), connect people to events through our event calendar (gatherCal) and share information that affects our lives on our community blog (gatherBlog). Swing by and join the Hive!