Temporary Address: TJ CALLAN Current Address:

*** *. ****** *** ***. 702

University Park, PA 16801

EDUCATION

631-***-**** adt0fz@r.postjobfree.com 24 Lt. John Olsen Lane St. James, NY 11780

The Pennsylvania State University University Park, PA Smeal College of Business Class of 2025

Intended Bachelor of Science in Finance GPA: 3.93/4.00 RELEVANT EXPERIENCE

Leveraged Lion Capital University Park, PA

Associate Analyst Media & Communications REGAL-FIG Sector Dec 2021 – Present

• Selected for the nation’s first student-run paper leveraged loan and high yield bond portfolio, partnered with Bank of America Merrill Lynch, the Loan Syndications and Trading Association, and S&P Global

• Managing the $125.00 million portfolio, while striving to outperform the S&P/LSTA Leveraged Loan Index and Bloomberg Barclays U.S. High Yield Index; regulating $8.22 million within the REGAL-FIG sector and $22.00 million within the Media & Communications sector including the Wired/Wireless Telecommunications, Interactive Media & Services, Entertainment, and Media sub-sectors; overlooking holdings such as, Townsquare Media, Tegna Inc., LogMeIn, and MicroStrategy

• Analyzing prospective leveraged loan and high yield bond investments by performing bottom-up credit analyses, evaluating credit agreements, examining capital structures, building financial models, and conducting ratio analyses

• Attended weekly meetings pertaining to company valuation, accounting, capital structures, and introduction to fixed income

• Pitched various high yield bonds and leveraged loans from companies, such as Grey Television, ViaSat, Block Inc., and Apollo REIT SourceOne, Inc. New York, New York

Intern Energy Services Jul 2022 – Present

• Itemize and allocate company expense reports through SAP Concur software, reporting to East Coast Director of Operations

• Operated using Microsoft PowerPoint to create monthly Business Review presentations, reporting to General Manager

• Illustrate monthly financial health and resource allocation using graphs, charts, and pivot tables in Microsoft Excel

• Track and update sales opportunities, pipeline and booked revenue as required with SalesForce for the Business Development staff Penn State Finance Society University Park, PA

Member MAG Analyst Sep 2021 – Present

• Participate in weekly educational sessions to learn about careers in finance, professional development, trading, and market analysis

• Exposed to various perspectives from experienced students, faculty members, and finance professionals during networking and professional events in partnership with corporations, such as JP Morgan Chase, Bank of America, UBS, and Vanguard, and more

• Publish weekly articles discussing recent market developments and emerging economic trends in the Market Analysis Group Happy Valley Venture Capital (HVVC) University Park, PA Member Sep 2021 – May 2022

• Worked towards understanding the various levels and structures of venture capitalism including angel investors, accelerators, incubators, venture studios, startups, as well as current and aspiring student entrepreneurs from Penn State’s ecosystem

• Competed in the HVVC & Innoblue Entrepreneurship competition with the goal of helping the founders of a startup “The Ballet Scout” to create and edit a pitch deck presentation for potential investors to win an investment prize of $10,000 Wall Street Bootcamp University Park, PA

Student Jan 2022 – May 2022

• Selected as one of the top 50 students in the Smeal College of Business out of 100+ applicants for an intensive 15-week training program taught by current and former Wall Street professionals to help prepare for a career on Wall Street

• Expanding knowledge of Wall Street workings and opportunities through weekly educational seminars and interviews LEADERSHIP

Phi Chi Theta – Alpha Iota Chapter Professional Business Organization (PCT) University Park, PA Brotherhood Chair Peer Mentor Feb 2022 – Present

• Coordinate with team to organize professional events and be involved in the mentorship program for over 150 members of PCT

• Utilized current connections to help PCT fundraise over $145.00 thousand for the Penn State THON fundraiser, the world’s largest student-run philanthropy benefitting pediatric cancer St. George’s Golf and Country Club East Setauket, NY Outside Services Manager Jun 2018 – Present

• Maintain safety, cleanliness, and operational efficiency in addition to the provision of excellent customer service for the St. George’s professional shop, golf course, and golf equipment for 30 hours per week between months of March and December

• Collaborate with supervisor to resolve member issues by identifying requests and formulating corrective action HONORS/AWARDS/INTERESTS

• 1st Place in the PCT Case Competition; worked with a team to develop strategies to help H&M improve ESG initiatives

• 2nd Place in Business Solutions Manual at 2020 DECA State Career Conference; competed in the international competition (ICDC)

• 3rd Place in the 2020 Business Olympics Competition competing against 64 teams throughout the Smithtown School District

• Soccer, weightlifting, spike ball, unicycling, billiards, snowboarding, shellfish, snakes, chess, and psychological thrillers

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