BS Finance senior, Computer Science minor. Equity researcher and former Microsoft intern — I build investment arguments from filings, not opinions.
Senior • BS Finance, Minor in Computer Science
Graduating December 2027 — open to Summer 2027 internships.
I start with primary sources — SEC 10-K filings, shareholder letters, Nielsen and Deloitte industry data — and build to a clear call. I flag where valuation metrics break down instead of forcing a multiple to fit. And I learn finance by doing it: researching real companies, presenting to real audiences, and teaching it to students working through the same material — explaining a valuation clearly is the best test of whether I truly understand it.
Cloud finance, portfolio research, quant modeling, teaching.
The places behind the resume lines.
Built from primary filings and industry data.
Full investment report built from SEC filings: business model, products, competitors, growth, profitability, and future plans — ending in a price projection and recommendation.
The same nine-section discipline, with an indexed performance chart against the S&P 500 and Disney — and a patient call: hold, add on weakness.
Five-year revenue and operating-margin analysis from 10-K data, in three phases: the 2022 stall, the 2023–24 recovery, and 2025–26 maturation.
A judged presentation built to a required format: one slide per transaction, with valuation for every holding.
Senior • Graduating December 2027
Coursework in equity research, strategic management, accounting, and quantitative finance.
Summer 2027 finance internships — financial analyst, equity research, corporate finance, fund services, and related roles. CPT-eligible through AAMU.
I’m looking for a finance role where the research is real — and I’d bring a Microsoft-trained, portfolio-tested analyst’s habits from week one. Start with my resume, or reach me directly.