Wealth Management Analyst

• Aug 2022 - Present

Equity Research Intern

• Jan 2021 - May 2022

•Assisted the firm’s 17-person investment committee in equity research. Bahl & Gaynor manages over $40 billion in AUM/AUA and focuses on high quality, dividend-paying securities. •Managed a team of four interns and oversaw day-to-day tasks such as composing trade rationales, developing sector reviews, creating marketing material, and presenting to the investment committee. •Responsible for overseeing and delegating all database reporting among the intern team on a monthly/quarterly basis. •Utilized FactSet and Bloomberg to conduct quantitative and qualitative research for use in investment presentations by portfolio managers. Show less

Financial Management Program Intern

• Jan 2020 - Aug 2020

•Led team’s effort in restructuring the management of the $34 million engineering budget. This was accomplished by developing a new set of engineering charge codes and creating a weekly reporting structure •Implemented ROI model designed to build financial rigor behind cost-out projects to assist with the sourcing team’s $134 million change entitlement goal for 2020 •Utilized the computer software, Alteryx, to assist in the team’s effort towards reporting automation •Led team’s effort in restructuring the management of the $34 million engineering budget. This was accomplished by developing a new set of engineering charge codes and creating a weekly reporting structure •Implemented ROI model designed to build financial rigor behind cost-out projects to assist with the sourcing team’s $134 million change entitlement goal for 2020 •Utilized the computer software, Alteryx, to assist in the team’s effort towards reporting automation

Pricing Analyst Intern

• May 2019 - Aug 2019

•Calculated pricing of new and unpriced parts and entered them into the system to provide the customer accurate and timely information •Managed the Pricing team’s inbox, answering any pricing inquiries and directing the flow of emails to the rest of the department •Corresponded with suppliers and customers to determine cost and pricing for products and components •Calculated pricing of new and unpriced parts and entered them into the system to provide the customer accurate and timely information •Managed the Pricing team’s inbox, answering any pricing inquiries and directing the flow of emails to the rest of the department •Corresponded with suppliers and customers to determine cost and pricing for products and components

Building Assistant

• Jan 2019 - May 2019

•Manage the operation and safety of members on the six basketball courts •First responder to any medical needs of recreation center members •Manage the operation and safety of members on the six basketball courts •First responder to any medical needs of recreation center members

Shipt Shopper

• Jan 2018 - May 2019

I was responsible for purchasing customers’ groceries and delivering them in a timely manner. I also was responsible for communicating with customers about delivery times and grocery items to provide the best customer service. I was responsible for purchasing customers’ groceries and delivering them in a timely manner. I also was responsible for communicating with customers about delivery times and grocery items to provide the best customer service.

General Laborer

• May 2018 - Aug 2018

As an employee, I performed essential tasks such as assisting carpenters with home improvement projects and demolition. I was also responsible for the upkeep and operation of the company truck and trailer. As an employee, I performed essential tasks such as assisting carpenters with home improvement projects and demolition. I was also responsible for the upkeep and operation of the company truck and trailer.

Line Cook

• Jan 2016 - Dec 2017

I was responsible for preparing food orders accurately, efficiently and in a timely manner. I also provided quick and efficient service, always acknowledging customers’ needs. I was responsible for preparing food orders accurately, efficiently and in a timely manner. I also provided quick and efficient service, always acknowledging customers’ needs.