Morgan Stanley- Summer Associate, Tech IBD:
• Managed all aspects of execution for an equity private placement and credit facility for a leading company in the wearable technology space; worked on roadshow presentations for institutional investors, alternative asset managers, and lenders; developed financial models; advised C-suite on strategy
• Produced materials including financial models and management presentations for buy-side and sell-side advisory engagements with hardware, software, eCommerce, and cleantech firms with >$350Bn in aggregate market capitalization
Sungevity - Solar Sales Consultant:
• Achieved 150% of individual annual sales quota, recording $3.75M in revenue from leased residential solar systems
• Developed pitch materials emphasizing partnerships with Lowe’s home improvement stores, top-tier financial institutions including Citibank and U.S. Bank, and non-profit organizations that were integrated into customer-facing presentations