Executed an email outreach campaign by crafting tailored messaging to targeted buyers, achieving the highest response rate in the firm's history (10%), which generated record buyer interest.
Drafted and edited over 30 pages of marketing materials, including a CIM and a management presentation, to effectively communicate the client’s value proposition to more than 20 potential buyers.
Built a detailed three-statement operating model by projecting financial scenarios to assess strategic options for a $75M revenue company, and deliver actionable insights to client leadership.
Cloud Service/Financial Analyst Intern
Trimble Inc
Cleveland
05.2023 - 08.2023
Company Overview: Trimble is a 3 ½ billion-dollar global industrial technology company, concentrated on helping the world work better.
Conducted thorough financial analysis and contributed to quarterly P&L reviews, enhancing the financial transparency and operational efficiency of cloud support services.
Managed over 50 server environments, supporting daily financial operations and improving service delivery to a global client base.
Successfully identified and rectified $750,000 in unrecognized revenue, demonstrating strong attention to detail and analytical skills.
Received a return offer in the Transportation sector to stay on part-time during the school year.
Founder: Sneaker Reselling Venture
Entrepreneur
Chapel Hill
01.2018 - 07.2022
Leveraged financial analysis to maintain a diverse sneaker investment portfolio with a 50% ROI.
Bought and sold over 200 sneakers and clothing throughout this venture.
Intern
Midtown Law Firm
Raleigh
07.2019 - 08.2021
Company Overview: Largest Real Estate Law Firm in Wake County since 2002.
Worked for over 3 years under the tutelage of Founding and Managing Partner Jason Isley.
Logged over 500 hours of firm experience working within the real estate law firm.
Researched property records and identifying problems with titles or liens on properties.
Completed over 200 title searches for potential client home and commercial real estate investments. This helped attorneys close over 10M in deals.
Education
BSBA - Kenan-Flagler Business School
University of North Carolina at Chapel Hill
Chapel Hill, NC
05.2026
Community Service
Delta Chi, Scholarship Chair, 08/2023 - Present
Spearheading an initiative to build a database of 100+ networking contacts to current brothers.
Managing and reporting GPAs of a fraternity for 31 brothers.
Increased fraternity wide study time this semester 2X. Attending study hours are now required to be a part of Delta Chi.
SolarEquity, Finance Chair, 01/2024 - Present
Oversee a budget of over $100,000, allocating funds towards impactful solar energy projects that promote community sustainability.
Spearhead fundraising efforts, applying strategic thinking and communication skills to secure diverse funding sources.
Champion the organization's mission to promote solar energy equity, contributing to sustainable development and community empowerment in the Chapel Hill area.
Project and Structured Finance Sr. Analyst at Grupo Financiero Banorte (Corporate & Investment Banking)Project and Structured Finance Sr. Analyst at Grupo Financiero Banorte (Corporate & Investment Banking)