Experience

Pennsylvania Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Advisor

  • Feb 2022 - Present

• Investment Management Associate

  • Jun 2017 - Feb 2022

  Willow Grove, Pennsylvania

• Wealth Management Intern

  • Jul 2016 - Jun 2017

  Willow Grove, Pennsylvania • Researched ETFs, mutual funds, and equity securities using Morningstar Office for inclusion in client portfolios during tax harvest season • Analyzed client portfolios ranging up to $5 million dollars for outperformance against portfolio benchmarks related to alpha, beta, standard deviation, and Sharpe ratio • Designed Total Client Profiles based on questionnaires and investment meeting minutes for client facing presentations • Developed portfolio drawdown reports based on lifestyle… Show more • Researched ETFs, mutual funds, and equity securities using Morningstar Office for inclusion in client portfolios during tax harvest season • Analyzed client portfolios ranging up to $5 million dollars for outperformance against portfolio benchmarks related to alpha, beta, standard deviation, and Sharpe ratio • Designed Total Client Profiles based on questionnaires and investment meeting minutes for client facing presentations • Developed portfolio drawdown reports based on lifestyle expense worksheets to provide estimation of client’s portfolio longevity through retirement



PwC

• Professional Services
• 700 & Above Employee

• Wealth Management Taxation Services Intern

  • Oct 2015 - Mar 2016

  Philadelphia, PA • Analyzed the taxability of monthly portfolio transactions related to stocks, bonds, rental receipts, and master limited partnership distributions in preparation of tax filing season • Filed IRS 1041 and 1041G trust tax returns for BNY Mellon high-net-worth clients • Reviewed client trust documents for right of withdrawal powers including: Crummey power and five by five power • Completed quarterly state and federal tax estimate payment reports for the entire 20 member BNY Mellon team



Sunoco

• United States
• Oil and Gas

• Tax Analyst Intern

  • Sep 2014 - Mar 2015

  Philadelphia. PA • Calculated IRS Form 1120 Schedule M tax adjustments based on year end trial balances for six Sunoco subsidiaries • Utilized Excel Pivot Tables to compute sales, payroll, inventory, and PP&E apportionment rates for Sunoco, LLC and Mid-Atlantic Convenience Stores (MACS) • Prepared local and state income tax returns and quarterly estimates for all Sunoco, Inc. entities