Junior Finance student at UNC Wilmington (BSBA, May 2027) with experience in budgeting, financial modeling, and investment research. BMC certified; proficient in Excel, PowerPoint, QuickBooks, and CoConstruct. Skilled in financial analysis, project coordination, and client engagement, with strong leadership and teamwork abilities.
· Built and tracked a personal equity portfolio, applying risk analysis and market research; achieved returns slightly above S&P 500 benchmark over 6–12 months.
· Conducted DCF and trading comps for stock pitches; prepared concise memos and presentations for peers
Bloomberg Market Concepts (BMC): financial markets, portfolio analysis, economics
Investment research: portfolio building, risk analysis, market evaluation
Excel: pivot tables, lookups, financial modeling, forecasting
Software: QuickBooks, CoConstruct
Budgeting, cost/variance analysis, cash flow tracking