Experience

Associated Pension Consultants, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Administrator

  • Jan 2022 - Present

  Melville, New York, United States

• Pension Analyst

  • May 2021 - Present

  Melville, New York, United States

• Payroll Manager

  • May 2021 - Present

  Melville, New York, United States



University of North Carolina Wilmington

• United States
• Higher Education
• 700 & Above Employee

• Portfolio Manager

  • Aug 2020 - Dec 2020

  Wilmington, North Carolina, United States Through UNCW's FIN 440 course: Portfolio Design and Management, students were each designated a sector of the university's portfolio to research and value. The portfolio has a total of 40 holdings and the sectors correlate to the sectors of the S&P 500. After several months of research, along with analysis of current and historical financial statements for companies, students utilized a variety of financial models to recommend an action for each individual stock.



CFA Institute

• United States
• Financial Services
• 700 & Above Employee

• CFA Investment Challenge Research Team Member

  • Mar 2019 - Apr 2020

  Wilmington, North Carolina, United States Selected for a five-member team by UNCW to compete in the CFA Investment Competition state-wide. All teams were assigned to conduct an investment analysis of a chosen company.



UNCW Student Finance Association

• United States
• Financial Services

• Treasurer

  • Sep 2018 - Jan 2020

  Wilmington, North Carolina, United States Collected dues, organized member spreadsheets, allocated funds for expenses on events both on and off campus.