Professional Journey
Here is a broad overview of how my academic interests have continually informed my dynamic professional aspirations.
Current Resume
Summer Analyst at Siebert Williams Shank (SWS): Summer 2023
SWS is a leading minority and women-owned underwriting firm in public finance investment banking. I was a member of the Municipal Banking Team first in Chicago and later in Texas, and below are some of my accomplishments:
1) Gained considerable industry knowledge, especially in fixed-income issuances
2) Built and ran debt profiles for clients (IL Tollway, CPD, Cook County, CTA) using MuniOS and EMMA
3) Prepared muni market update book graphs for SWS and Bexar County Hospital District
4) Completed post-pricing books for Gregory-Portland ISD and Crowley ISD
5) Using SDC, IPREO, and Excel:
Tracked firm negotiated new money/refunding single family mortgage revenue bond transactions for TDHCA
Created a debt call horizons graph for Hillsborough County Schools
Broward County RFP: pulled S&P rating, institutional/retail order volume, gross spread for recent lead transactions
UTexas RFP: used an index-match model to efficiently find bonds underwritten for 100+ transactions
Made pricing progressions for San Marcos CISD and Needville ISD
Used custom function conditional formatting to inform higher-ed issuers of possible institutional investors
Growth Marketing Intern at TrueToForm (TTF): Fall 2022
TTF is a SaaS firm focusing on transforming the fit experience for users through a novel 3D body-scanning app.
Leveraging my interest in quantifying behavior, I used app user data, google analytics, google search console, and other internal data sources (see right) to design and recommend actionable KPIs and SEO optimization strategies from pivot tables, graphs, and presentations. Later, I informed their market expansion strategy through researching and visualizing the firm's competitive landscape.
High School DECA and the ILDECA State Action Team (SAT)
DECA is a competitive business club supporting students with interests in finance, marketing, hospitality, and management through case study competition at the local, state, and international levels. Inspired by an interest in how human and consumer behavior can be leveraged and quantified to make informed decisions, I participated in Business Services Marketing (BSM) and won 1st Place Overall at Internationals (ICDC) in 2022 in Atlanta, Georgia.
During this time, I led both my local chapter and Illinois DECA as President and VP of Leadership Development for the State Action Team (SAT), respectively. In the latter, I organized, held, and published four Leadership Councils to connect state members to local business leaders whilst logistically organizing and speaking at our state conference (CDC).
Certificates
