EDUCATION
Loyola Marymount University – College of Business Administration, Los Angeles, CA
Bachelor of Business Administration, Class of 2025
Finance and Information Systems, Business Analytics Dual Degree | Accounting Minor
Cumulative GPA: 3.99/4.0
Relevant Course Work: Investment Banking, Fundamentals of Corporate Finance, Valuations and Financial Modeling, Intermediate Accounting 1 and 2, Programming for Business Application, Database Management Systems, Machine Learning, Cloud Computing
Activities and Honors: Lion Investing Society, Finance Society, Beta Gamma Sigma, Alpha Sigma Nu, Dean's List
PROFESSIONAL EXPERIENCE
B. Riley Securities, Los Angeles, CA
Investment Banking Summer Analyst, June 2024 – August 2024
- Project Partner – Assisted in creating marketing materials including the Buyers List, Teaser, CIM, and an Operating Model for a sell side M&A engagement in the Tech-Enabled Services industry
- Project Insight – Responsible for creating the Company Overview and Buyers List for a sell side M&A engagement in the Hardware Technology industry
- Prepared and presented a pitch and valuation for Lululemon for a summer case study
- Created a model that predicts the NPV of a Managing Director hire by the amount of years worked for firm leadership
GHJ, Los Angeles, CA
Advisory Internship, June 2023 – August 2023
- Summer Rotational Internship Program in Transaction Advisory Services and Client Accounting and Advisory Services
- Performed Key Account Reconciliation for a Quality of Earnings Data book including EBITDA adjustments
- Analyzed and evaluated the financial health of client companies with a specific focus on expense reconciliation
Loyola Marymount University, Los Angeles, CA
Teaching Assistant, August 2024 – Current
- Selected as one of two students to co-teach a finance interview prep course
Student Investment Fund – Equity Analyst, January 2023 – December 2023
- Managed a $1,000,000 portfolio of equities with other selected students
Work Study – ISBA and Finance Department, August 2021 – Current
- Nominated and won the Student Employee of the Year Award for the 2021-2022 academic year
ADDITIONAL INFORMATION
Skills: Python, Excel, PowerPoint, SQL, Public Speaking
Certifications: Completed Bloomberg Market Concept
Interests: Guitar, Running, Weightlifting, Hiking, Art, Triathlons