EXPERIENCE

MORGAN STANLEY     

Equity Research Summer Analyst

• Evaluated prospective equity investments using valuation methods such as comparable company analysis and discounted cash flow models

• Prepared regular written research reports that summarized the findings of my analysis with estimates of expected current year business results

• Strong working knowledge of Bloomberg Terminal and SEC/regulatory filings (annual reports, 10-K’s, 10-Q’s)

Newport Wealth Advisors

Investment Management – Summer Intern           

• My research and financial models were published in a 20-page white paper titled “Variable Index Annuities”

• Conducted market and client research, synthesizing data and producing reports for Managing Directors

• Worked in a nine-member team supporting over 150 accounts of high net worth-individuals whose combined assets exceeded $1 billion ​ 

Quicken Enterprises, Inc  

Founder and President                    

• Negotiated directly with Realtors, Selling Agents and Private owners (FSBOs) to advertise, attract tenants, and settle financing deals with contractors  

• Researched properties and market conditions to determine which projects are favorable for rehabilitation, resale or rent

• Invested in 2 properties after the 2015 Detroit credit bubble resulting in net capitalization rate of 30%

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Financial Terrorism, United States Department of Justice

Summer Analyst

• Assisted in collaborating with law enforcement and other financial institutions to address large-scale financial crimes including money laundering and fraud

• FBI security clearance Tier 4

• Briefed summons, subpoenas, motions and data regarding statues for the criminal deposition of stolen dinosaur bones seized from and sold on the black market - total value of assets recovered $8 million

Investment Banking - National Transaction Advisors

Investment Banking Buyside Projects Intern

• Analyzed confidential investment memoranda, created executive summaries and investment reviews

• Tracked major movements in benchmark fixed income securities such as the US 10Y, German Bund and UK Gilt

• Performed due diligence on a consumer products company, engaged with sector consultants and created an investment overview highlighting the company’s operations, financials and market position

• Organized important central bank announcements into weekly research reports distributed to over 5 partners