Atlanta, Georgia, United States
After graduating the University of Delaware with a double major in Finance and Financial Planning, I have pursued opportunities in banking to further my knowledge and experience in the field. After completing the Truist Leadership Development Program, I began my current role as a Credit Analyst, underwriting syndicated & leveraged financial transactions as part of the Specialized Cash Flow Lending Group. I am always looking to expand my network and increase my experience, especially in regards to roles in investment & corporate banking, capital markets, and private credit.
- Underwrite syndicated and leveraged financial transactions to facilitate lending for middle market clients - Analyze company financials and review market data to determine optimal risk ratings and credit actions - Create long-form financial models and lender presentations to screen potential deals for internal partners
- 10-month corporate banking rotational program designed to provide a foundational understanding of credit analysis and relationship management - Middle Market Banking (King of Prussia, PA): Researched client prospects while engaging multiple business partners from across Truist in connecting existing clients with necessary banking services - Corporate Finance Coverage (Atlanta, GA): Created pitch decks and other deal materials while working directly with deal team members to manage tight deadlines and evolving client requests - Credit Risk Policy (Charlotte, NC): Reviewed internal lending regulations to maintain risk and compliance requirements while helping teammates navigate Truist’s underwriting framework
- Worked with leaders from the Alfred Lerner College of Business & Economics to represent the university and connect with potential students and their families - Spoke publicly to large groups of new and potential students to answer questions and provide perspective on my experience as a student at the University of Delaware
- Met with students to answer questions and help them develop their understanding of financial principles - Coordinated with Professor Howland Redding to assist in his teaching of FINC311 'Principles of Finance' - Scheduled meeting times with fellow TA's to offer flexible tutoring hours to students
- Closed down and locked-up the laboratory after hours, and maintained the functionality of equipment - Oversaw the usage of the trading lab and supervised the utilization of on-campus technology - Provided guidance and answered questions relating to the usage of Bloomberg Terminals
- Returned to my original sectors to serve as a Senior Analyst after my term as Chief Portfolio Strategist
- Oversaw the management of BHIC's student-run, actively managed investment fund with $4.1MM in AUM - Developed and implemented a strategic allocation of the portfolio's assets to achieve positive alpha - Executed trades and provided consistent financial updates about the club's current holdings
- Managed the collection of sector updates from various department heads and executive board members - Edited the monthly club newsletter which covered portfolio performance, operations, and current events - Oversaw formatting and editing procedures while also contributing articles and updates of my own
- Analyzed sales processes to identify efficiency gaps and improve client cash flow cycles - Created long-form presentations and materials intended for internal and external stakeholders - Developed client relationships by aiding in the creation of tailored payment and business solutions
- Developed a greater understanding of government contracting while working on financial proposals - Reviewed and evaluated long-term investment funds, analyzing their impact on retirement accounts - Analyzed accounting statements to identify potential cost savings and create financial projections