Assistant Vice President

• Feb 2020 - Present

Capital Markets, Portfolio Management

Capital Markets Associate

• Feb 2019 - Feb 2020

Analyst

• Jul 2016 - Feb 2019

Investment OPS Associate

• Jul 2015 - Jul 2016

• Analyze fixed income securities including structured debt, commercial papers, FX loans and surplus notes from issuance to maturity in order to ensure all interest and principal payments are accurately flowing through entity financial statements • Calculate and evaluate discrepancies in interest accruals and bond amortization through analyzing debt repayment schedules and verifying with Bloomberg terminal • Analyze daily transactions and report key performance metrics including portfolio yields, investment allocations by asset class, and daily participant income and balances • Reconcile 400+ entries between general ledger and sub ledger trading system, researching variances and rebalancing accounts as needed • Provide clients with Asset & Investment reports, which includes but not limited to: market and book values, net investment income, transaction information, investment performance data

Corporate Finance Intern

• May 2014 - Aug 2014

•Full time CORE Summer Finance Intern in the Sports Financial Planning & Analysis division as well as the NBC Sports Business Development group •Presented analysis of operations to senior management in business development and finance groups •Performed profitability analysis of ten different sports properties with revenues between $10,000,000 and $300,000,000 •Assisted in the analysis of 2Q close process including variance and performance analysis •Executed marketing research for potential investments in new markets as well as strategic partnerships •Collaborated on team project to develop innovative advertising opportunities for NBC Sports group

Vice President External Relations - Penn State Chapter

• Dec 2012 - Dec 2013

•Elected board officer committed to building character, leadership and integrity of brothers. Helped elevate Delta Upsilon to achieve “Chapter of Excellence” Award as well as “Most Improved Chapter” •Responsible to strengthen relations within the university, community, alumni, and other Greek organizations. Managed relationships with other fraternities, sororities, and student organizations, promote events, and develop engaging activities. •Developed programs for our chapter to raise money for Penn State’s Dance MaraTHON, contributing $72,000 as a fraternity to the total of over $12 Million dollars, to benefit children with pediatric cancer.

Construction Industry Accounting & Marketing Intern

• May 2012 - Aug 2012

• Utilized Microsoft Excel to track project expenditures and profits, including accuracy, approvals, and payments of past and on-going construction expenditures.. • Communicated with accountant and construction manager to gather purchase orders and statements used to calculate material and labor cost. • Organize, track, and maintain project related files to accurately track project expenses and deliver accurate updates detailing profits and expenditures by job. • Assist project manager with material delivery and monitor of labor activity. Review of current job controls and solutions for minimizing labor loss. •Utilizing Apple iMovie, developed marketing video for in home sales presentations . Project included filming of different stages of prep work performed on a building. Video editing and corresponding verbiage were added to clarify various stages of the work process.

Sport and Social Chair

• Aug 2011 - May 2012

•Presided over meetings for students within the residential area and scheduled social activities and sporting events. •Act as a liaison between student and student government aimed at improving residential life and student involvement. •Presided over meetings for students within the residential area and scheduled social activities and sporting events. •Act as a liaison between student and student government aimed at improving residential life and student involvement.