Experience

Verger Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Nov 2020 - Present



BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Equity Research and Strategy Summer Intern

  • Jun 2019 - Aug 2019

  Accomplishments: • Assisted in composing a published 15 one-page company descriptions in a Digital Health research industry report for two Medical Technology analysts • Collaborated with analysts in the Chicago office to analyze companies and formulate tables to be published in reports in the Biotechnology industry (Adaptive Biotechnology, Bluebird bio) • Conferred with an e-commerce senior analyst to quantify research information, company filings, and market trends to create financial models for Revolve and The RealReal and developed an industry section for a report in Ad Tech. • Interacted with 8 different Sales and Traders during open and close 3 times a week to gain exposure to trade executions, client relations, and technical analysis. • Shadowed Prime Brokerage to learn about the account application process and other tasks and projects performed • Attended 7:30 morning analyst calls with research analysts across all BTIG locations multiple times a week to learn about company updates Show less



RGM Capital, LLC

• Naples, Florida Area

• Research Intern

  • Jun 2018 - Aug 2018

  I worked with the portfolio manager and research analyst to help analyze portfolio companies. I was given tasks where I researched companies and worked on spreadsheets, as well as listened in on conference calls. Accomplishments: - Prepared spreadsheets that consisted of income statement, balance sheet, and cash flow for potential companies in which to invest. - Participated/listened in on conference calls with potential and current investment companies. - Reviewed correspondence with existing portfolio companies and offered suggestions. Show less