• University: University of North Carolina at Chapel Hill
• College: NA
• Major: Business Major; Data Science Minor
• Minors: NA
• Start Date: NA

Tech Sector Analyst

• Construct multi-scenario valuation summaries for cybersecurity and semiconductor companies, integrating DCF exit multiples, perpetual growth cases, and trading range analysis.
• Analyze 6 public market comparable company datasets across LTM/NTM Revenues, EBIT, and EBITDA to support a robust comp set for $16.4B finished-wafer market leader.
• Propose stock / cash / debt financing framework to validate the feasibility of a premium-to-market bid.

Financial Planning Intern

• Assisted Financial Planner in managing a $200M+ portfolio, attending 15+ client meetings for risk-averse retirees.
• Applied ETF optimization and Roth/Traditional IRA planning to reshape multi-million-dollar client portfolios.
• Developed a $100k model portfolio in Excel that outperformed the S&P 500 by targeting mid-cap growth funds.

Film Operations Assistant

• Direct capture and catalog the distribution of 25+ hours of weekly game film for 100+ athletics in Power 4 Program.
• Collaborate with 20-person operations team to ingest, process, and quality-check 75+ SD cards per day.
• Support real-time on-field logistics and dynamics schedule adjustments, optimizing film turnaround in a D1 setting.

Strategy Consultant

• Deliver weekly consulting engagements for Triumph, a gaming software company, providing actionable recommendations on consumer outreach and product engagement strategies.
• Develop structured deliverables, including competitive analyses, consumer insight reports, and go-to-market frameworks using Microsoft Office and Google Workspace.
• Apply design-thinking methodologies to reframe client problems and present creative solutions in client-ready presentations.

Capital Markets Analyst

• Model prospective LBO transactions, building detailed operating models to assess debt capacity and exit scenarios.
• Conduct due diligence on target companies, including financial statement analysis, market sizing, and comparable transaction benchmarking.
• Collaborate cross-functionally with peers to structure deal narratives and present investment theses to group leadership.

AI Research Analyst

• Published research and performed a comprehensive survey of the applications of Large Language Models.
• Created weekly presentations tracking the importance and usage of prompt engineering in financial applications.
• Collaborated with a geographically distributed team to align schedules and develop Python-based research tools.

• LGBTQ: NA
• Ethnicity: NA
• Disability: NA
• Veteran: NA
• First-generation College Student: NA
• Pell Grant Eligibility: NA
• Work Authorization: NA
• Visa Sponsorship: NA