Functional Skills
M&A Support
Financial Modeling
Valuation
Data Modeling
Data Visualization / Reports
Software Skills
Adobe Photoshop
SQL
Python
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Certifications
Series 63
Series 7
Series 79
Sector Experience
Business Services
Industrials
Manufacturing
Media & Entertainment
Technology
Languages
English
Spanish
French
Bulge Bracket Investment Banks
Experience
Stephens Inc.
Finance
Associate
4/2022 - Present
Associate within the Technology group focused on FinTech and Vertical Software SaaS
Equiteq
Finance
Investment Banking Associate
3/2021 - 3/2022
Associate at leading Technology and Business Services boutique
Deutsche Bank
Finance
Investment Banking Analyst
1/2018 - 12/2020
Analyst within the Global Industrial Group at Deutsche Bank in NYC