Joseph Coppola

- Manage trade execution process for investment grade credit new issuance, from initial mandate to transaction settlement, across the capital stack including senior, subordinated and preferred transactions - Executed over 400 bond, hybrid capital and preferred equity offerings, totaling over $1 trillion in notional value, across global currencies including USD, EUR, GPB, JPY, CAD, AUS, CHF and Formosa transactions - Assist in origination and presentation process, including creation of pitch materials and ongoing client coverage - Organize and prepare ongoing investor marketing efforts for clients through telephonic and global roadshow efforts - Focus industries include: globally systematic important banks (GSIBs), regional banks, Yankee banks, exchanges, credit card companies, select international industrials, insurance companies, agencies, fin-tech, asset managers and brokerages - Present market trends, regulatory updates and potential funding opportunities to clients - Work with the investment banking coverage team to take cross-rated credits through the internal committee approval process - Developed significant credit sector knowledge within primary coverage universe, including relative value analysis and indicative new issue bond pricing with particular emphasis on investor targeting - Lead and assist in recruiting and interviewing potential candidates for analyst and intern positions within the bank

• Conducted rigorous securities analysis and due diligence on various equities across sectors for investors’ portfolios - Created DCF and sum of parts financial models and used comparative ratio analysis to value the securities - Followed macro, industry and company specific trends and evaluated the business’ model and management - Provided value add research (VAR) to short flags and fraud, evaluate risk, anticipate catalysts and disprove any misperceptions • Created research reports and offered unique valuation perspectives and investment theses with L/S recommendation

- Prepared tax returns for corporations and individuals using tax technology software in a fast-paced environment - Shadowed tax partners in the Financial Services practice to gain insight into client relationships - Assisted staff accountants with audits by analyzing financial statements and filling out respective forms - Implemented digital scan procedures and supervised conversion process for paperless environment project

- Worked with managers to understand retail banking and how it functions - Developed exposure to different product offerings such as checking accounts, saving accounts, CDs, lines of credit, mortgages, debit and credit cards - Platform Manager: Shadowed manager, communicated with clients and opened loans and credit lines - Teller: Interacted with bank clients and helped perform transactions

Research in Pharmacology/Cardiology Departments - Created own computational models of genetically mutated hearts through arrythmias.