As an analyst, Bobby assists senior team members with investment banking transaction services. These roles include but are not limited to financial modeling, due diligence, and maintaining efficient client communication.
Prior to this position, Bobby was an intern for Heritage while finishing his studies at the University of North Florida. Throughout his time in school, Bobby worked in various professional roles, such as an auditing intern for nonprofit organizations, a financial analyst for his university’s student-managed investment fund, and a campus tour guide.
Bobby graduated Summa Cum Laude from the University of North Florida, where he received three BBAs in accounting, finance, and economics, as well as a minor in leadership. He is actively working towards receiving his Chartered Financial Analyst designation.