Indiana University - Kelley School of Business

New Trier High School

Investment Banking Analyst at Baird

Chicago, Illinois, United States

Baird

Investment Banking Analyst

FocalPoint Partners, LLC

DC Advisory

Deloitte

Investment Banking Summer Analyst

- Prepared marketing presentations and participate in client meetings for multiple sell-side M&A transactions
- Constructed discounted cash flow and leveraged buyout models to evaluate the cash flow,
accounting, and leverage effects on potential acquisitions and capital raises
- Conducted in-depth industry research, precedent transaction screening, and public comparable company analysis to be used in pitchbooks and CIMs

City Capital Advisors

- Developed investment strategies and objectives for various stocks and ETFs yeilding 9% annualized returns
- Leveraged prior sales training to lead collaborative, strategic, sales efforts that grew AUM by more than $10,000

Clarus Capital

Financial Analyst

- Sold Google Services door to door to business owners across the Chicagoland area
- Authored online job postings, reviewed resumes, and conducted phone interviews, to screen and recruit new sales reps

Google

Sales Representative

- Built and managed a marketing team exceeding 30 members
- Developed new strategies that brought in up to $20,000 in monthly revenue

Vemma

Brand Manager

- Conducted training seminars for new sales reps
- Generated weekly revenues in excess of $2,000 resulting in consistent placement on company's national newsletter

Vector Marketing

Sales Associate

- Surveyed construction sites to ensure compliance with OSHA safety standards, took worker attendance, addressed day-to-day challenges, and adjusted project scheduling using Oracle’s Primavera mobile platform
- Reduced procurement expenses by negotiating pricing with suppliers and creating accurate cash budgets, using Visual Contracts
- Developed and implemented inventory systems to account for, and track the flow of, more than 500 pieces of equipment

Daniel Duffy