Washington and Lee University

Former Equity Research Associate at Thompson, Siegel & Walmsley

Richmond, Virginia, United States

TSW (Thompson, Siegel & Walmsley LLC)

Equity Research Associate

Makena Capital

Summer Intern

I developed valuable customer relations skills while serving as the primary contact for every application filed during my three month internship. Once applications were filed, I aggregated and analyzed tax returns, financial statements, and credit reports to formulate a recommendation to a board of area bank executives. The bi-monthly board meetings honed my presentation skills as I was forced to defend my position on the loan frequently, but 100% of my recommendations were approved. From initial application to final presentation, I processed seven loan applications amounting to $250,000 of funding to area businesses

Dorchester Bay EDC

Microlending Intern

While working mornings, afternoons, and sometimes weekends around the schedule of my summer internship, I drafted $20 million dollars of SBA 504 loan documents, that I then distributed to clients and their attorneys.

Davis, Malm & D'Agostine, P.C.

Legal Assistant

AnnMarie Wakely

AnnMarie Wakely