Professional Lines Underwriter

• May 2022 - Present

Senior underwriter Management Liability

• Jan 2021 - May 2022

management liability underwriter

• Jun 2018 - Jan 2021

Field underwriting Assistant

• Jul 2016 - Jun 2018

During my time here, I am responsible for completing the following duties for three to five field agents within the Commercial Lines Department:- entering technical data into the quote tracking and policy administration systems- assisting field representatives with information and workflow that includes providing back upsupport with email and telephone- following up with agency staff by telephone and e-mail to ensure outstanding underwriting andcompliance information- ordering underwriting reports- knowledge of job specific operating systems Show less

Sales Clerk

• Jun 2015 - Jul 2016

I was responsible for day to day operations such as transactions, helping customers on the floor and giving them product recommendations based upon inputs received. I also aided in checking in weekly inventory orders, putting them away, and making sure that correct prices and labels were listed on shelves for customers. I was responsible for day to day operations such as transactions, helping customers on the floor and giving them product recommendations based upon inputs received. I also aided in checking in weekly inventory orders, putting them away, and making sure that correct prices and labels were listed on shelves for customers.

Energy & Utilities Sector Manager

• Jan 2016 - May 2016

In the D'Artagnan Capital Fund I, along with a group of other select undergraduate students, actively manage roughly $2.3 million of Xavier University's endowment in the S&P 500, seeking to find long term opportunities in the market and outperform our benchmark. As the sector manager for the energy and utilities sectors, I was responsible for positioning ourselves to see positive returns relative to our benchmark, as well as any potential trades in the sectors. I also conducted various financial models as both an analyst (08/2015-12/2015), and as manager (01/2016-05/2016) for securities currently held, and any potential securities to be pitched to other members and faculty advisors for potential addition. During my time as both a manager and an analyst, I was also responsible for creating or assisting in the creation of both sectors' descriptions, positions held, and outlook on the market for The Funds' semi- annual and annual reports. I also presented to various groups, including the student run Financial Management Association, Finance department Board of Executive Advisors, former students of The Fund, and Xavier University's Board of Trustees. Show less

Energy & Utilities sector Analyst

• Aug 2015 - Dec 2015

The D'Artagnan Capital Fund is an undergraduate, student run equity fund exclusively positioned in large cap equities and benchmarked against the S&P 500. Per our prospectus, our goal is to outperform the benchmark on a risk adjusted basis.As an Energy & Utilities Sectors Analyst, I was responsible for:- creating valuation models, specifically discounted cash flow and relative valuation models at a minimum, for stocks currently held or prospective stocks to be added to the portfolio- presenting these valuations to fellow analysts, managers, and faculty advisors for potential addition or elimination from the portfolio,- aiding in the creation of semi annual and annual reports to be submitted and presented to the Board of Trustees of Xavier University and the Finance Department Board of Executive Advisors, among others and,- Presenting these reports in front of the Board of Trustees, Board of Executive Advisors for the department, Former Students of The Fund, and Prospective Students of The Fund. Show less

Business Consultant

• Jan 2016 - May 2016

In this opportunity, I interviewed, out of dozens of finance majors, to be among seven students who would consult directly for Maketewah Country Club in Cincinnati Ohio. Our main objectives were as follows: - Create or update pro forma financial statements based off of data received from The Club, - Examine ways to add to top line revenues and reduce costs along the way, - Create and present proposals to the Board of Directors that would not only do the above, but would not come into violation with their tax code status. Within this, I was responsible for or assisted in: - Updating the financial statements - Projecting the financial impacts of proposals - Conducting research to create scenario analyses for proposals, and under various economic conditions -Presenting our initial research on The Company and its operations, as well as our proposals to the finance departments Board of Executive Advisors, Former Students of the Consulting course, and the Board of Directors and GM of The Club. Show less

Barista

• Aug 2013 - Dec 2015

Lifeguard

• Jun 2015 - Aug 2015

Lifeguard

• May 2012 - Aug 2014