Experience

Gries Financial Partners

• United States
• Investment Management
• 1 - 100 Employee

• Operational Specialist

  • Feb 2022 - Present



Clearstead

• United States
• Financial Services
• 1 - 100 Employee

• Performance Analyst

  • Aug 2020 - Feb 2022

  Analyzing, calculating, and/or auditing historical performance of investments as they pertain to the investment portfolios of our institutional clients in collaboration with our institutional consulting team.Engaging in other independent cross-departmental projects for the benefit and advancement of our firm and personal understanding of the industry.

• Intern

  • Jan 2020 - Aug 2020

  Engaging in various projects firm-wide to make cross-departmental contributions in a meaningful and value-adding way and learning the wealth management industry from a comprehensive approach.



Marc's

• Cleveland/Akron, Ohio Area

• Customer Service Representative

  • Dec 2016 - Aug 2020



Huntington National Bank

• United States
• Banking
• 700 & Above Employee

• Wealth Management Intern

  • Aug 2019 - Aug 2019

  One-month wealth management internship to gain exposure to applied asset management strategies and client accounts within the private bank at Huntington. Participation in meetings both internally and with external clients and firms for first-hand experience in the field. One-month wealth management internship to gain exposure to applied asset management strategies and client accounts within the private bank at Huntington. Participation in meetings both internally and with external clients and firms for first-hand experience in the field.