Communications Sector Analyst

• Sep 2023 - Present

General Body Member

• Sep 2022 - Sep 2023

•Actively contribute to one of the largest student-run investment groups, managing Bentley’s $1.2 million portfolio•Partake in weekly meetings to evaluate stocks and stock pitches entering BIG’s portfolio (Communications Sector)•Acquire knowledge about DCF valuations, “Comps” analysis, and company overviews to research and develop stock pitches

Financial Services Intern

• May 2023 - Aug 2023

•Utilized the CRM to create dynamic reports that were used to enhance the contact database and generate leads for coworkers •Produced a variety of Excel reports ranging from fee analysis on various funds, creating a dividend reinvestment template, utilizing charts to illustrate how a client’s assets were being passed on to beneficiaries, and tracking data on all phone activity in the office •Conducted research in order to create white papers on financial concepts such as Regulation Best Interest and qualified longevity annuity contracts that were then used as informational handouts for our clients •Reviewed all new life insurance policies entered into the database to ensure they were within the guidelines of compliance Show less

Track Official/Cashier

• Aug 2020 - Jul 2022

•Would perform tasks such as greeting customers, balancing the register, and booking and organizing private events •Learned how to communicate effectively, customer service skills, and handle payments •Would perform tasks such as greeting customers, balancing the register, and booking and organizing private events •Learned how to communicate effectively, customer service skills, and handle payments