Equity Analyst - Portfolio Manager

• May 2022 - Present

Member of a selected team of Finance students actively managing a portfolio of roughly $800,000. We conduct equity research using fundamental and technical analysis, including the use of Piotroski models, free cash flow to equity models, dividend discount models, and porter analysis. I work with the technology and communications sectors. Member of a selected team of Finance students actively managing a portfolio of roughly $800,000. We conduct equity research using fundamental and technical analysis, including the use of Piotroski models, free cash flow to equity models, dividend discount models, and porter analysis. I work with the technology and communications sectors.

Renewables Intern

• Jan 2022 - Present

Store Associate

• May 2021 - Sep 2021

Mentored new associates. Assisted, advised and followed up on customer orders. Collaborated with associates to meet our common goal of helping customers. Mentored new associates. Assisted, advised and followed up on customer orders. Collaborated with associates to meet our common goal of helping customers.

Customer Service

• Nov 2020 - Jan 2021

Managed bakery department and organized non-perishable inventory. Collaborated with co-workers on day-to-day activities. Accepted and shipments and deliveries. Managed bakery department and organized non-perishable inventory. Collaborated with co-workers on day-to-day activities. Accepted and shipments and deliveries.

Finance Intern

• May 2019 - Jun 2019

Organized spreadsheets to track client responses. Responded to information requests and created screening documents for new clients. Organized spreadsheets to track client responses. Responded to information requests and created screening documents for new clients.

Connecticut State Referee

• Sep 2016 - Apr 2019

Worked and lead tournaments and mentored new referees Worked and lead tournaments and mentored new referees