Bio
Credentials
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Series 63
NASAAMar, 2024- Apr, 2026 -
Securities Industry Essentials (SIE)
FINRAJan, 2024- Apr, 2026 -
VITA/TCE Basic Certified
Internal Revenue ServiceJan, 2024- Apr, 2026 -
Envestnet Institute On Campus
Envestnet, IncSep, 2023- Apr, 2026 -
Bloomberg Market Concepts
Bloomberg LPJun, 2022- Apr, 2026
Experience
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Ice Cube Cold Storage
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Fall River, Massachusetts, United States
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Sales Financial Analyst
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May 2024 - Present
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Fall River, Massachusetts, United States
-Deliver weekly financial reports for all facilities.-Maintain and report all plant metrics.-Account profitability analysis.-Assist Accounting and Sales departments as required.-Assisting with project management as required.-Document existing processes, workflows, and procedures, and help identify areas for improvement.-Developing ideas to improve business operations.
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Raw Seafoods Inc.
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Fall River, Massachusetts, United States
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Financial Analyst
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Jun 2023 - Aug 2023
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Fall River, Massachusetts, United States
As a Financial Analyst, my role revolved around digging into financial datasets to distill meaningful insights that fueled informed decision-making. My mission was to bridge the gap between raw data and strategic action. Through meticulous analysis and insightful reporting, I contributed to shaping the financial trajectory of the organization.
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United States
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Warehousing
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1 - 100 Employee
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Data Specialist
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Jul 2022 - Jun 2023
As a data specialist, my primary responsibility was to efficiently and accurately enter, organize, and manage large volumes of data. I have a keen eye for detail and excel at maintaining data integrity. I am proficient in using data entry software, spreadsheets, and database management systems. My organizational skills, ability to meet deadlines, and proactive approach enable me to prioritize tasks and streamline processes. I collaborated effectively with colleagues to resolve any issues and ensure data consistency.
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Finance Intern
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May 2022 - Aug 2022
Preformed cost analysis on different account types in order to make strategic decisions and present data to higher level management.
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Forklift Operator and Inventory Control
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May 2019 - May 2022
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Custodian
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May 2018 - May 2019
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Education
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2024 - 2025Boston College
Master of Science - MS, Applied Economics -
2020 - 2024University of New Hampshire
Bachelor of Science - BS, Business Administration: Finance Option, Accounting Minor
Suggested Services
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Industry Focus. “Financial Services”
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