Resume
University of Pennsylvania, Wharton School of Business Philadelphia, PA
Bachelor of Science in Economics; Concentrations in Finance and Statistics Expected Graduation: May 2021
Minor in Computer Science
Cumulative GPA: 3.75/4.0
Honors & Awards: AP Scholar Award, Questbridge Scholar, Dean’s List, NYS Public Notary
Relevant Coursework: Corporate Finance, Accounting and Financial Reporting, Micro Economics, Macro Economics
WORK EXPERIENCE
Deutsche Bank New York City, NY
Incoming Investment Banking Analyst – Financial Sponsors Group June 2019 – August 2019
• An eight-week program in which analysts gain divisional training and on-the-desk experience in the financial services industry
Dodge and Cox Philadelphia, PA
Stock Pitch Case Competition Finalist March 2019 – Present
• One of the three teams selected to pitch a stock to Dodge and Cox Investment Professionals
• Presentation was a pitch of Sensata Technologies (ST)
BLK Capital Management Philadelphia, PA
Equity Research Analyst January 2019 – Present
• Manage a portfolio, perform equity research, and prepare for a career in the financial services industry for an organization that strives to promote the financial education of talented black students around the nation
• Participating in a six-month introductory investing education program covering qualitative analysis, accounting, comparable company analysis, revenue projection models, and DCF valuation
LEADERSHIP EXPERIENCE
Wharton Investment and Trading Group Philadelphia, PA
Consumer and Retail Analyst January 2019 – Present
• Participate in an educational component covering financial concepts to analyze companies in the consumer and retail industry
• Participate in a stock pitch competition hosted by the Wharton Investment Trading Group
Penn Global Research Consulting Philadelphia, PA
ACCESS Health International - Project Leader Consultant September 2018 – Present
• Manage a team of four to assist ACCESS Health International expand in the Chinese healthcare market
• Create a database of potential clients, competitors, and partners in the Chinese healthcare market
• Write reports analyzing trends in the Chinese healthcare market regarding aging, digital health, and healthcare finance
Career Development Program
MLT - Management Leadership for Tomorrow Philadelphia, PA
Program Fellow March 2019 – Present
• Selected as one of 350 for an 18-month professional development for high achieving diverse talent
• Complete business case studies and intensive assignments to hone analytical, quantitative, and communication skills
• Participate in four conferences hosted by industry leaders to build professional and technical skills for success in the workplace
The Blackstone Group New York City, NY
Diverse Leaders Program February 2019 – March 2019
• One of 31 students accepted nationwide to attend a two-day business conference with a focus on interacting with business and recruiting professionals at Blackstone in New York
• Participated in workshops and mentorship sessions to learn the knowledge, training, and skills necessary for a well-guided career path at The Blackstone Group
SKILLS & INTERESTS
Computer Skills: Proficiency in Microsoft Excel, Word, & PowerPoint, Java, JMP, R, SQL
Languages: Fluent in Spanish
University of Pennsylvania, Wharton School of Business Philadelphia, PA
Bachelor of Science in Economics; Concentrations in Finance and Statistics Expected Graduation: May 2021
Minor in Computer Science
Cumulative GPA: 3.75/4.0
Honors & Awards: AP Scholar Award, Questbridge Scholar, Dean’s List, NYS Public Notary
Relevant Coursework: Corporate Finance, Accounting and Financial Reporting, Micro Economics, Macro Economics
WORK EXPERIENCE
Deutsche Bank New York City, NY
Incoming Investment Banking Analyst – Financial Sponsors Group June 2019 – August 2019
• An eight-week program in which analysts gain divisional training and on-the-desk experience in the financial services industry
Dodge and Cox Philadelphia, PA
Stock Pitch Case Competition Finalist March 2019 – Present
• One of the three teams selected to pitch a stock to Dodge and Cox Investment Professionals
• Presentation was a pitch of Sensata Technologies (ST)
BLK Capital Management Philadelphia, PA
Equity Research Analyst January 2019 – Present
• Manage a portfolio, perform equity research, and prepare for a career in the financial services industry for an organization that strives to promote the financial education of talented black students around the nation
• Participating in a six-month introductory investing education program covering qualitative analysis, accounting, comparable company analysis, revenue projection models, and DCF valuation
LEADERSHIP EXPERIENCE
Wharton Investment and Trading Group Philadelphia, PA
Consumer and Retail Analyst January 2019 – Present
• Participate in an educational component covering financial concepts to analyze companies in the consumer and retail industry
• Participate in a stock pitch competition hosted by the Wharton Investment Trading Group
Penn Global Research Consulting Philadelphia, PA
ACCESS Health International - Project Leader Consultant September 2018 – Present
• Manage a team of four to assist ACCESS Health International expand in the Chinese healthcare market
• Create a database of potential clients, competitors, and partners in the Chinese healthcare market
• Write reports analyzing trends in the Chinese healthcare market regarding aging, digital health, and healthcare finance
Career Development Program
MLT - Management Leadership for Tomorrow Philadelphia, PA
Program Fellow March 2019 – Present
• Selected as one of 350 for an 18-month professional development for high achieving diverse talent
• Complete business case studies and intensive assignments to hone analytical, quantitative, and communication skills
• Participate in four conferences hosted by industry leaders to build professional and technical skills for success in the workplace
The Blackstone Group New York City, NY
Diverse Leaders Program February 2019 – March 2019
• One of 31 students accepted nationwide to attend a two-day business conference with a focus on interacting with business and recruiting professionals at Blackstone in New York
• Participated in workshops and mentorship sessions to learn the knowledge, training, and skills necessary for a well-guided career path at The Blackstone Group
SKILLS & INTERESTS
Computer Skills: Proficiency in Microsoft Excel, Word, & PowerPoint, Java, JMP, R, SQL
Languages: Fluent in Spanish