Experience

Hedge: Equities, Options, and Alternatives

• Investment Management
• 1 - 100 Employee

• Vice President of External Operations

  • May 2022 - Present

  Executing 3+ professional development events for 60+ members by partnering with successful investors and companies

• Vice President of Education

  • Dec 2021 - May 2022

  Created 8 weekly lessons with a group of 3 by designing new graphics/charts to illustrate topics such as options trading and futuresTaught weekly lessons to 60+ incoming investment analysts by presenting PowerPoints on economics and financial instruments

• Analyst

  • Sep 2021 - Dec 2021

  Built strategy and risk management skills through 8 weekly lessons that discussed the fundamentals of financial instrumentsCollaborated with a team of 5 to deliver a stock pitch containing financial models/analysis to over 60 Hedge investment analysts Competed alongside a team of 5 in weekly competitions against 8 other analyst teams to gauge knowledge of the weekly material



B. Riley Financial

• United States
• Financial Services
• 400 - 500 Employee

• Inventory Analyst Intern

  • May 2022 - Jul 2022

  Supported senior company leaders by implementing current client data into 10+ inventory appraisal exhibits each week Analyzed key inventory metrics and procedures used for inventory appraisals during 2 different client visits Launched a Microsoft Teams group chat that was utilized by 15+ interns at 4 different locations across the United States Analyzed former and current data to generate 4 collateralized appraisals that were given to senior managers for further analysis Supported senior company leaders by implementing current client data into 10+ inventory appraisal exhibits each week Analyzed key inventory metrics and procedures used for inventory appraisals during 2 different client visits Launched a Microsoft Teams group chat that was utilized by 15+ interns at 4 different locations across the United States Analyzed former and current data to generate 4 collateralized appraisals that were given to senior managers for further analysis



Investment Portfolio Organization

• Investment Manager

  • Jan 2022 - Apr 2022

  Prepared a team of 6 to give market updates and in-depth financial analysis of small-cap companies

• Investment Analyst

  • Sep 2021 - Dec 2021

  Investing $1,000,000 with a team of 6 in a stock market simulation to learn investment/financial skills using financial analysisLearning the fundamentals of successful investing by completing analysis of DCFs, financial metrics, and comparable companiesAttending 10 weekly lectures covering topics such as current market conditions, financial models, and accounting



Outback Steakhouse

• Restaurants
• 700 & Above Employee

• Food Server

  • Dec 2019 - Jan 2022

  Ensured customer satisfaction by providing the best possible service in both the front-of-house and back-of-house Marketed Outback's higher end meals and cocktails to bring in approximately $900 in food sales 3-4 times per week Adapted to the high-pressure environment presented at the restaurant while also ensuring that my job was done with efficiency Mentored and trained 2 new workers in sales, serving etiquette, time management, and customer interaction Ensured customer satisfaction by providing the best possible service in both the front-of-house and back-of-house Marketed Outback's higher end meals and cocktails to bring in approximately $900 in food sales 3-4 times per week Adapted to the high-pressure environment presented at the restaurant while also ensuring that my job was done with efficiency Mentored and trained 2 new workers in sales, serving etiquette, time management, and customer interaction



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Lot Associate

  • Mar 2019 - Sep 2019