Experience

Saint Louis University

• St Louis, Missouri, United States

• Assistant Professor of Finance

  • Jun 2019 - Present



University of Kentucky

• PHD Student

  • Aug 2015 - Jun 2019



Landmark Bank

• Columbia, Missouri Area

• Senior Portfolio Analyst

  • Jan 2013 - Jul 2015

  Manage the Fixed Income portion of $600 million in total assets Responsible for the trading of equities, mutual funds, and fixed-income Assist the Portfolio Manager in the analysis and recommendation of stocks, bonds, and mutual funds Prepare client portfolio performance and assist in the business development process Monitor client portfolios to ensure accurate asset allocation Act as secretary for the Investment Committee Manage the Fixed Income portion of $600 million in total assets Responsible for the trading of equities, mutual funds, and fixed-income Assist the Portfolio Manager in the analysis and recommendation of stocks, bonds, and mutual funds Prepare client portfolio performance and assist in the business development process Monitor client portfolios to ensure accurate asset allocation Act as secretary for the Investment Committee



AXA Advisors

• Clayton, Mo

• Intern

  • May 2012 - Aug 2012

  Assist with and help develop new recruiting sources Assist Marketing Director to create a formal seminar program Work with EVP to develop systems and communication plan within the branch Assist with and help develop new recruiting sources Assist Marketing Director to create a formal seminar program Work with EVP to develop systems and communication plan within the branch



University of Missouri

• Columbia, Missouri Area

• CDS Employee

  • Sep 2011 - May 2012

  - Managed other servers on morning food preparations - Delegated tasks to make sure food was adequately prepared - Made sales to customers based on their preferences - Attended meetings and suggested improvement for more efficient serving - Managed other servers on morning food preparations - Delegated tasks to make sure food was adequately prepared - Made sales to customers based on their preferences - Attended meetings and suggested improvement for more efficient serving



Citi

• Ofallon, MO

• Account Closeouts and Abandoned Property Unit

  • May 2011 - Aug 2011

  • Analyzed best way to close bank accounts per client’s request and sent check for remaining money • Calculated and prepared final records of the day in order to balance cash statement • Advised new employees on ways to efficiently close accounts • Consulted with other employees to suggest improvements on effective checking account closeouts • Analyzed best way to close bank accounts per client’s request and sent check for remaining money • Calculated and prepared final records of the day in order to balance cash statement • Advised new employees on ways to efficiently close accounts • Consulted with other employees to suggest improvements on effective checking account closeouts



MEMC Electronic Materials

• St. Peters, MO

• Accounts Payable Department

  • Mar 2010 - Aug 2010

  • Approved and paid invoices to MEMC’s vendors • Interacted with vendors via phone, email, and in person in order to balance dues • Organized and labeled past invoices for storage • Recorded credit card statements for MEMC buyers using Excel® • Approved and paid invoices to MEMC’s vendors • Interacted with vendors via phone, email, and in person in order to balance dues • Organized and labeled past invoices for storage • Recorded credit card statements for MEMC buyers using Excel®