Experience

Waterloo Capital

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Jun 2022 - Present

  Austin, Texas Metropolitan Area



PIMCO

• United States
• Investment Management
• 700 & Above Employee

• Institutional Account Associate

  • Dec 2021 - Jun 2022

  Austin, Texas, United States • Develop sales campaigns to target, address, and engage specific cohorts within our universe of clients and prospects utilizing various communication mediums to promote PIMCO solutions • Support team sales efforts through intensive research, data management, and reporting to maximize our efficiency and produce consistent positive outcomes • Utilize Excel to process business performance data and generate reports to communicate with the channel’s stakeholders across the firm on our… Show more • Develop sales campaigns to target, address, and engage specific cohorts within our universe of clients and prospects utilizing various communication mediums to promote PIMCO solutions • Support team sales efforts through intensive research, data management, and reporting to maximize our efficiency and produce consistent positive outcomes • Utilize Excel to process business performance data and generate reports to communicate with the channel’s stakeholders across the firm on our initiatives, performance, and development • Service existing institutional clients on a broad range of requests from portfolio performance and attribution reporting to financial audit requests by collaborating with the client’s auditors, consultants, and stakeholders • Manage lifecycle of the channel’s Request for Proposal (RFP) submission process from identifying opportunities to collaborating with internal teams to complete our proposal to coordinating with representatives on final presentations • Continually improve understanding of investment strategies and maintain intense engagement with economic and market information to effectively communicate with clients

• Institutional Account Analyst

  • Jul 2020 - Dec 2021

  Austin, Texas, United States



Aspiriant

• United States
• Investment Management
• 100 - 200 Employee

• Investment Operations Associate

  • May 2019 - Jul 2020

  Austin, Texas • Collaborate with wealth managers to complete a large volume of client requests including trade requests, transactions, account openings/maintenance, cost basis updates, etc. • Responsible for maintaining cost basis systems for the firm including reconciling our systems with custodians, using problem-solving skills to discover issues and correct them, and completing complicated wash sale/corporate action adjustments • Spearheaded one of the pilot Portfolio Service Teams for Aspiriant… Show more • Collaborate with wealth managers to complete a large volume of client requests including trade requests, transactions, account openings/maintenance, cost basis updates, etc. • Responsible for maintaining cost basis systems for the firm including reconciling our systems with custodians, using problem-solving skills to discover issues and correct them, and completing complicated wash sale/corporate action adjustments • Spearheaded one of the pilot Portfolio Service Teams for Aspiriant which entailed training new members, developing best practices, and adapting the team to increase our efficiency in servicing firm clients • Succeed in a high paced environment while maintaining a high level of accuracy, responsiveness, and adaptability Show less



Southwestern University

• United States
• Higher Education
• 400 - 500 Employee

• Investment Committee - Undergraduate Endowment Fund

  • Mar 2018 - May 2019

  Georgetown, Tx • Analyze market trends and economic data to effectively identify, research, and recommend equities to the program’s members before voting to purchase a position in one or more of the companies recommended • Deliberate with other members on portfolio management decisions that would best position the fund for potential economic conditions including weightings, sector exposures, and cash positions • Attend weekly meetings and summarize assigned financial news sources to maintain the team’s… Show more • Analyze market trends and economic data to effectively identify, research, and recommend equities to the program’s members before voting to purchase a position in one or more of the companies recommended • Deliberate with other members on portfolio management decisions that would best position the fund for potential economic conditions including weightings, sector exposures, and cash positions • Attend weekly meetings and summarize assigned financial news sources to maintain the team’s awareness of the current market climate • As Accountant, I was responsible for retrieving and calculating portfolio and benchmark performance metrics which I then presented to the members, highlighting any significant changes or concerns Show less



Goodwater Wealth Management Group of Raymond James

• Financial Advisory Associate (Internship)

  • May 2018 - Dec 2018

  Georgetown, Texas • Conduct external manager analysis by performing screens for preferred fund characteristics, compiling funds matching screen criteria, and comparing managers to determine top performers for use in portfolio models • Analyze market conditions and provide updates to advisors on the status of economic indicators, change in asset favorability, and summarizations of information from various financial sources • Analyze client portfolio allocations in conjunction with market information to… Show more • Conduct external manager analysis by performing screens for preferred fund characteristics, compiling funds matching screen criteria, and comparing managers to determine top performers for use in portfolio models • Analyze market conditions and provide updates to advisors on the status of economic indicators, change in asset favorability, and summarizations of information from various financial sources • Analyze client portfolio allocations in conjunction with market information to develop strategies that potentially maximize return on client investment while reducing tax implications • Create new template documents for client communication, performance reporting, and firm compliance • Update and maintain equity portfolio information including stock favorability, target prices, and financial ratios Show less



Horizon Bank

• United States
• Banking
• 1 - 100 Employee

• Banker-In-Training

  • Jan 2018 - May 2018

  Austin, Texas Area • Assist the bank operations team in any way they require through telling, data-entry, customer support and client relations • Handle customer and bank assets with the utmost care and responsibility • Provided friendly and quality customer service to clients while taking care of their financial needs • Worked together with the telling team to manage multiple assigned tasked as efficiently as possible