Experience

Blue Chip Partners

• United States
• Investment Management
• 1 - 100 Employee

• Associate Financial Advisor

  • Jan 2023 - Present

  Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Show less



United Wholesale Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Secondary Marketing Analyst II

  • Apr 2022 - Dec 2022

  Conduct ongoing analysis of best execution to secondary market investors for existing and prospective products.Completion of various types of reporting to be provided to Senior Leadership for the purpose of making strategic pricing and margin-related decisions.Provide automated solutions to other Capital Markets teams to improve team member productivity and efficiencies.Production of daily rate sheets for distribution to all broker clients.

• Private Label Securities Analyst

  • Aug 2021 - Apr 2022

  Part of a team of three team members that facilitates the construction, diligence, pricing and sale of private label securities. Own the process of securitizing loans pools by working with due diligence companies, rating agencies, investment bankers and various other third parties to issue $500-700MM securities into the secondary market.Brought four deals to market that have resulted in more than $8.5MM worth of arbitrage through improved execution.Was transitioned out of this role as the company transitioned strategies in accordance with investor demand in the private label market. Show less

• Business Innovation Specialist

  • Aug 2020 - Aug 2021

  Partook in a one-year developmental rotational program working with all teams at the company for 1-4 weeks offering process improvements and proposed efficiencies while having close interaction with the company’s senior leadership. Executed special projects at the request of senior leadership including the creation of a team within the company to take place of client’s need to work with Appraisal Management Companies.Graduated from company’s 10-week leadership development training program.Was placed by Senior Leadership into role as a Private Label Securities Analyst. Show less



HK Poprad

• Slovakia
• Spectator Sports
• 1 - 100 Employee

• Professional Hockey Player

  • Jan 2020 - Mar 2020



Larkin Hockey School

• Waterford, MI

• Co-Founder, Director

  • Jul 2016 - Mar 2020

  Co-founded and organized a youth hockey camp in the metro-Detroit area. The camp ran for four consecutive summers (2016-19) taking on roughly 270 youth hockey players from the ages of 4-14. Responsibilities included, but were not limited to, recruitment of camp counsellors, website design, general camp organization and design, practice planning, and analysis of camp finances. Co-founded and organized a youth hockey camp in the metro-Detroit area. The camp ran for four consecutive summers (2016-19) taking on roughly 270 youth hockey players from the ages of 4-14. Responsibilities included, but were not limited to, recruitment of camp counsellors, website design, general camp organization and design, practice planning, and analysis of camp finances.



ECHL Inc.

• United States
• Spectator Sports
• 1 - 100 Employee

• Professional Hockey Player

  • Apr 2018 - Jan 2020

  Played for three different teams in Glens Falls, NY, Reading, PA and Greenville, SC over the course of a year and a half. Played for three different teams in Glens Falls, NY, Reading, PA and Greenville, SC over the course of a year and a half.