Work Experience

Technology Skills

  • Microsoft Excel (Intermediate), Word (Advanced), PowerPoint (Advanced)
  • TeamMate Internal Audit Management Software
  • IBM SPSS Statistics Software
  • Sage 50 Accounting Software
  • Bloomberg
  • BAMSec
  • FactSet

Professional Associations

  • National Association of Black Accountants (NABA)
  • Forte Foundation
  • American Institute of CPAs (AICPA)
  • Tennessee Society of CPAs (TSCPA)

Worked at...

  • JP Morgan Chase

    Equity Capital Markets Investment Banking Summer Analyst

    New York, NY, July 2020 – August 2020

    ▪ Worked with public Energy companies and institutional investors to raise equity capital via follow-on offerings, convertible offerings and through special-purpose acquisition companies (SPACs)
    ▪ Determined the best execution tactics (offering size, guidance on valuation and positioning, timing) and marketing and distribution strategies (pulse of the market, tailored investor targeting, roadshow planning) for clients
    ▪ Pitched a follow-on offering for a retail company which would see JPMorgan as lead left bookrunner and stabilization agent while capturing 25% of the economics on the deal

  • Citigroup

    Summer Analyst- Sophomore Leadership Program

    New York, NY, June 2019 – August 2019

    ▪ Rotated in three groups and received a return internship offer for each group

    Real Estate Private Equity 
    ▪ Worked on underwriting a real estate investment, preparing due diligence, marketing materials and offering memorandum
    ▪ Evaluated historical and projected industry/ sector trends, and pricing environment within the US real estate markets
    ▪ Recommended three potential revenue-generating opportunities ($11MM annually) with a $1TN global asset manager

    Corporate Banking – Industrials 
    ▪ Analyzed 4 years’ episodic transactions for autos clients and presented an $8MM opportunity to deepen wallet share
    ▪ Compiled rating agency reports, relationship summary pages, business & industry overviews, and financial analysis
    ▪ Prepared debt schedules and reviewed 10K reports to build out financial statements and ratio analysis for five clients

    Sales and Trading – Institutional Equity Sales 
    ▪ Distributed daily investment highlights to US equity salesforce and prepared stock write-up from morning calls outlining investment thesis, catalysts, and risks
    ▪ Pitched a long and short stock with specific focus on volatility and annualized returns of >10%

  • BLK Capital Management

    Equity Research Analyst

    Memphis, TN, January 2018 – Present

    ▪ 100% black-owned and student run nonprofit that focuses on educating members by exposing them to the field of active investment management
    ▪ Collaborate with team to manage a portfolio of >$100,000 in assets invested across eight industry sectors, after completing an investment education program
    ▪ Perform equity research for stock pitches twice yearly to present investment recommendations to corporate sponsors
    ▪ Conduct due diligence on industry trends and the underlying business models within the diversified industries sector
    ▪ Complete revenue projection models, comparable company analysis, accounting, qualitative analysis, and DCF valuation

  • ALSAC/ St. Jude Children’s Research Hospital

    Internal Audit Intern

    Memphis, TN, May 2018 – August 2018

    ▪ Actively participated in the implementation of a new Accounts Payable system through data validation

    ▪ Assisted in audit planning, risk assessment and materiality, and documented audit procedures
    ▪ Completed analysis of asset utilization with recommendations for operational and financial changes
    ▪ Prepared audit assessment reports using TeamMate

  • Sagicor Group Jamaica Limited

    Investment Client Services Intern

    Clarendon, Jamaica, May 2017- June 2017

    ▪ Completed training and assessments focused on developing technical skills, industry knowledge, and attention to detail
    ▪ Promoted the newly-introduced Sigma Educator account which resulted in the opening of new accounts
    ▪ Monitored financial performance of equity investments to ensure portfolios met risk goals for investors