Skills
Financial Modeling, Equity Valuation, Discounted Cash Flow (DCF) Analysis, Comparable Company Analysis, Precedent Transactions, Portfolio Management, Investment Research, Asset Allocation, Market Analysis,MS Office, Excel, VBA, Bloomberg Terminal, Morningstar Advisor Workstation, FactSet, PowerPoint, Financial Statement Analysis, Quantitative Analysis, Risk Assessment, Forecasting, Report Writing, Research Presentation, Client Communication, Team Collaboration, Time Management, Attention to Detail, Problem Solving, Adaptability, Critical Thinking, Leadership, Data Interpretation, Financial Reporting, Corporate Finance, Fixed Income Analysis, Derivatives Understanding, CFA Curriculum Knowledge, Valuation Modeling, Due Diligence, Macroeconimic Research, Financial Planning, Client Relationship Management (CRM),
About
Master of Finance graduate with hands-on experience in equity valuation, portfolio management, and investment research. During my time at Colorado State University, I served as an analyst for both the Summit and Veteran's Fund endowments, where I conducted company valuations, built financial models, and contributed to portfolio allocation decisions. I also represented the university in the CFA Research Challenge, performing a full equity valuation of Ibotta using DCF and relative valuation methodologies.
My professional experience includes an internship with RBC’s Greyrock Wealth Advisors, where I gained client-facing exposure to portfolio construction, risk management, and advisor operations, as well as a Graduate Research Assistantship focused on market analysis and corporate finance applications.
I am pursuing the CFA designation (Level I planned for May/August 2026) and am seeking opportunities in investment banking, equity research, or portfolio management, where I can leverage my analytical foundation, valuation skills, and commitment to rigorous financial analysis to deliver meaningful insights and value for clients.
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