Objective: to secure a job working in corporate and investment banking
EDUCATION Bachelor of Science in Commerce and Business Administration, May 2017 The University of Alabama, Culverhouse College of Commerce, Tuscaloosa, AL - University Honors College Major: Finance | Specializations: Value Investing, Investment Management Overall GPA: 3.6/4.0 Major GPA: 4.0/4.0 ACT Score: 31/36 (97th percentile) CFA Level I Candidate - June 2017 Training The Street - Corporate Valuation and Financial Modeling workshops Computer Skills - Experience with Microsoft Office, Windows 10, Macintosh OS X WORK & RELEVANT EXPERIENCE VP of Fundraising, Forza Financial, Tuscaloosa, AL 08/16-present Organize meetings with local business owners to surpass $2,000 per semester of fundraising revenue Lead a team of junior employees that organizes fundraisers at community restaurants Work with Communications department to create marketing material for potential donors Summer Intern, Jackson Hill Advisors/Ezra Fund, LP, Houston, TX 05/16-08/16 Researched, modeled, and valued public equities in the luxury goods industry using DCF analysis Presented findings and made investment recommendations to Principals Screened and analyzed the Russell 3000 to identify high return on capital/undervalued equities Audit Intern, Deloitte, Houston, TX 01/16-03/16 Participated in audits of midstream and oilfield services clients using Deloittes methodology Applied concepts of risk assessment to create and perform tests of internal controls Summer Intern, Fayez Sarofim & Co., Houston, TX 05/15-07/15 Researched, modeled, and valued companies in the transportation and energy sectors using DCF analysis Presented findings and made investment recommendations at company-wide meetings Acquisition Intern, Yellowstone Investments, LLC Houston, TX 05/14-08/14 Analyzed loan options to refinance a stabilized self-storage property Researched and analyzed potential land acquisitions for self storage development Financial Representative Intern, Northwestern Mutual, Houston, TX 05/14-12/14 Sold 7 term life and 5 whole life insurance policies to 5 clients Received personal sales and financial planning training from senior representatives LEADERSHIP & SERVICE EXPERIENCE Summer Intern, Reformed Youth Ministries, Dallas, TX 08/15 Planned classes and activities for 250 middle school campers with team of 5 leaders Assisted ministry leadership in search for a new conference facility Peter F. Greiner Leadership College, Beta Theta Pi Fraternity 08/14, 08/15 Worked alongside a team of fraternity members from other chapters to propose changes to fraternitys recruiting process and reduce instances of hazing, presenting solutions to fraternitys national office Attended leadership and personal development training sessions Scholastics Chair, Beta Theta Pi Fraternity, Tuscaloosa, AL 11/13-11/14 Sponsored and passed bylaw change holding new and active members to higher academic standards Organized and conducted daily study hall to improve new and active members GPAs HONORS & INVOLVEMENT Eagle Scout Presidential Service Award UA Scholar Merit Scholarship Reformed University Fellowship University of Alabama Honors College Church Youth Group Leader Presidents and Deans Lists Missions trips to Houston and Belize Missions trpsINTERESTS PERSONAL in Houson and Belize Fly Fishing, Skiing, Cooking, College Football, College Lacrosse References available upon request