Experience

Opportunity Finance Network

• United States
• Financial Services
• 1 - 100 Employee

• Investment Officer

  • Jun 2023 - Present



Prime Buchholz LLC

• United States
• Investment Management
• 100 - 200 Employee

• Research Associate - Fixed Income

  • Mar 2019 - Jun 2023

  •Execute due diligence, analysis, and written commentary on investment products to determine worthiness for use in client portfolios•Served as primary expert on ESG and impact investing options and practices within fixed income, expanding the scope of ESG and impact investment options for clients•Main point of contact for developing and implementing short term or operating asset portfolios for unique client needs•As subject matter leader, create reports and present analysis to internal committees and external client audiences•Deliver fixed income market commentary and analysis to monthly, quarterly, and annual market reviews•Act as trusted strategic advisor for asset manager relationships, maintaining a high degree of communication with clients Show less

• Performance Analyst

  • Jan 2016 - Jun 2023

  • Analyst in the Client Service department, personally servicing an average of 25 clients• Analyst on the SRI/ESG Investment Committee providing manager research and data upkeep on approved and recommended Impact investments• Facilitated the adoption of new ESG portfolio data and SRI screening methods• Maintain relationships with custodial banks and investment fund managers• Calculate and reconcile client investment portfolio performance and asset allocation• Review client meeting reports to execute client requested actions• Process monthly and quarterly data in a timely manner while adapting to changing client specific information requests Show less

• Data Analyst

  • Jan 2015 - Jun 2023

  • Member of the information systems team specializing in Flexible Capital data collection and analysis• Analyst on the SRI/ESG Investment Committee• Preformed SRI/ESG exclusionary screens and interpreted the data to write client specific summary assessments• Maintain relationships with over 150 investment managers• Create quarterly firm wide summary analysis for internal reporting purposes• Process quarterly data in a timely manner while adapting to changing client specific information requests Show less



Colby-Sawyer College

• United States
• Higher Education
• 200 - 300 Employee

• Academic Development Center Exam Proctor

  • Sep 2014 - Jan 2015

  Organize exam schedules and proctor student exams. Organize exam schedules and proctor student exams.



B & L Financial Architects a General Agency with the companies of OneAmerica ®

• Financial Services
• 1 - 100 Employee

• Business Development & Sales Intern

  • Jun 2014 - Jul 2014

  I Worked alongside an Independent Financial Advisor/Broker Evaluated potential leads based on historical records Cold-Called potential leads to secure advising appointments I Worked alongside an Independent Financial Advisor/Broker Evaluated potential leads based on historical records Cold-Called potential leads to secure advising appointments



FUJIFILM Dimatix, Inc.

• United States
• Nanotechnology Research
• 200 - 300 Employee

• Systems/ Procurement Intern

  • Jun 2013 - Aug 2013

  • Evaluated several years of procurement history for possible cost reduction opportunities • Cold call sales in support of identifying printing solutions business • Created a maintenance, repair and operating (MRO) database to support initiatives to expand Kanban opportunities • Created monthly reports to enable procurement tracking and evaluation • MRO low dollar buyer • Additional experience gained in shipping, receiving and trade show event planning • Evaluated several years of procurement history for possible cost reduction opportunities • Cold call sales in support of identifying printing solutions business • Created a maintenance, repair and operating (MRO) database to support initiatives to expand Kanban opportunities • Created monthly reports to enable procurement tracking and evaluation • MRO low dollar buyer • Additional experience gained in shipping, receiving and trade show event planning



Hannaford Supermarkets

• United States
• Retail
• 700 & Above Employee

• Grocery Clerk

  • Jun 2008 - Jan 2013

  • Efficiently handled all incoming deliveries of product • Participated in Sales Department transactions • Effectively and calmly solved issues that arose between customers and retailers • Responsible for the training and on-boarding of four new employees • Efficiently handled all incoming deliveries of product • Participated in Sales Department transactions • Effectively and calmly solved issues that arose between customers and retailers • Responsible for the training and on-boarding of four new employees



Collegiate Entrepreneurs

• Business Consulting and Services
• 1 - 100 Employee

• Job Foreman

  • May 2012 - Sep 2012

  • Foreman for the largest 2012 CE company branch business in the nation • Over 95K in summertime business, #1 national branch in sales volume • Gained on the job management experience through facilitating job sites and allocating resources based on priorities • Managed the job sites and employee production from day to day • Trained three new employees on company policies and job duties • Gained customer service experience in ensuring customer satisfaction goals had been achieved at each job site Show less