Consulting Analyst - Financial Institutions

• Nov 2021 - Present

Licensed Analyst

• Aug 2020 - Oct 2021

- Conducted research on 200+ equity securities based on company financial statements to develop optimal portfolio allocation strategies with regards to client risk tolerance. - Led the Salesforce Financial Services Cloud implementation for 1000+ client investment and insurance product accounts. - Pitched portfolio management strategies to high net-worth clients with $1M+ in assets based on thematic research and forecasting as well as options strategies for hedging against portfolio risk and market downturns. - Managed the 2021 Intern class and oversaw Morningstar Direct benchmarking and reporting projects to improve client review meetings. Show less

Vice President of Marketing

• Nov 2018 - May 2020

- Developed programs for membership retention and conducted interviews that formed the basis for ADAPT’s project teams- Engaged in client acquisition efforts that have resulted in long-term relationships and pro-bono work spanning two years - Ran workshops that helped train general members in case analysis strategies and develop their excel database skills

Project Lead

• Feb 2019 - May 2019

- Served as the point of contact between the client and project team in order to develop and execute goals and create deliverables.- Developed a cohesive marketing strategy plan consisting of targeting, market segmentation, pricing structure, and promotional advertising with a focus on Emergency Room operations in hospitals across the country.- Learned and applied management skills to identify the varying strengths of my team and use said strengths to complete project objectives for the client. Show less

Project Team Consultant

• Jan 2018 - May 2019

- Mastered the use of data analytics to develop marketing strategies for local Bloomington business Cup and Kettle based on customer preferences and buying habits- Applied SWOT Analysis framework and demographic research to provide recommendations on brand image and social media marketing for the Butter Shoes company based out of New York

Tech Center Consultant

• Aug 2018 - Sep 2019

- Troubleshooted technology problems for students and staff across the Indiana University Campus to foster an environment of collaboration and efficiency - Maintained Indiana University’s technology resources to ensure all workstations and printers are in working order for use by faculty and students year-round - Troubleshooted technology problems for students and staff across the Indiana University Campus to foster an environment of collaboration and efficiency - Maintained Indiana University’s technology resources to ensure all workstations and printers are in working order for use by faculty and students year-round

Trade Marketing Intern

• Jun 2019 - Aug 2019

- Developed and presented an implementation strategy to senior management for a new sales training and loyalty program with the goal of increasing Vapor Channel sales by 10% YoY. - Assisted Territory Managers in a sales area of 300+ retail stores to determine region specific market trends and consumer preferences. - Shadowed Account Managers to gain key understanding on how company contracts and practices function on an account level. - Developed and presented an implementation strategy to senior management for a new sales training and loyalty program with the goal of increasing Vapor Channel sales by 10% YoY. - Assisted Territory Managers in a sales area of 300+ retail stores to determine region specific market trends and consumer preferences. - Shadowed Account Managers to gain key understanding on how company contracts and practices function on an account level.

Marketing Automation Intern

• May 2018 - Jul 2018

Damsr is data driven healthcare company using analytics and proprietary technology to identify and combat inefficiencies in our American healthcare system Damsr is data driven healthcare company using analytics and proprietary technology to identify and combat inefficiencies in our American healthcare system

Teacher

• Sep 2015 - Aug 2016

Engineering For Kids is a STEM-enrichment program with the purpose of getting children interested in careers in Science, Technology, Engineering, and Mathematics at an early age. Through classes taught by trained instructors, the children are introduced to basic engineering concepts that serve as a foundation for them to build on later in life. My work at Engineering for kids consisted of: - Using knowledge of robotics and basic engineering principles to teach after-school classes at various Elementary schools in Yorkville, IL - Taught summer camps for children ages 4 to 14 encompassing many different sub-fields of engineering including Chemical, Aerospace, Civil, and Mechanical Show less