Industrials & Materials Sector Head

• Dec 2022 - Present

-Head a team of six analysts throughout the process of identifying, analyzing, and pitching undervalued equities to the club-Forecast company's future financial statements and create the discounted cash flow model used to value the equity -Review analyst's deliverables to help them learn and ensure all work is up to the club's standards

Industrials & Materials Analyst

• Mar 2022 - Dec 2022

-The Blue Hen Investment Club is a student managed long-only equity fund seeking to outperform the S&P 500 on a risk adjusted basis with 55 members and $4.1 MM in AUM-Perform equity research and assist in the preparation of pitch materials including equity research reports and discounted cash flow models-Pitch undervalued equities to the club, and upon a 2/3 vote, the equity is added to the club's portfolio

Vice President of Accounting

• Jan 2023 - Present

-Serve on the ten-person executive board responsible for managing all internal and external matters of the 110 member chapter-Direct all aspects of the $35,000 chapter budget including collection of dues, meticulous tracking of expenses, and prompt payment of invoices-Communicate to members where their dues are allocated towards while finding new ways to maximize funds

Mentorship Chair

• Jan 2022 - Dec 2022

Lifetime Member

• Nov 2021 - Dec 2021

Defined Contribution Intern

• Jun 2023 - Aug 2023

Financial Planning and Analysis Intern

• Jun 2022 - Aug 2022

-Utilized various CRM and ERP software including Salesforce, NetSuite, and Tableau to ensure that all customers were properly billed -Created financial models in excel to compare monthly revenue against previous performance and the stretch budget -Analyzed data from over 12,000 customers to gain insight about what type of new customers the sales team should be targeting -Utilized various CRM and ERP software including Salesforce, NetSuite, and Tableau to ensure that all customers were properly billed -Created financial models in excel to compare monthly revenue against previous performance and the stretch budget -Analyzed data from over 12,000 customers to gain insight about what type of new customers the sales team should be targeting

Camp Counselor

• Jun 2019 - Nov 2021