Experience

B. Riley Securities

• United States
• Investment Banking
• 100 - 200 Employee

• Investment Banking Analyst

  • Jul 2022 - Present



StoneX Group Inc.

• United States
• Financial Services
• 700 & Above Employee

• Clearing and Execution Intern

  • Jun 2021 - Aug 2021



StoneX Group Inc.

• United States
• Financial Services
• 700 & Above Employee

• Clearing and Execution Intern

  • Jun 2020 - Aug 2020

  Interfaced with account managers and options traders to ensure that firm-wide margin requirements were maintained by clients Constructed Excel-based risk management models designed to monitor both customer positions and overall firm exposure to various commodity asset classes Completed a two-month project evaluating customer margin levels and presented results to the CES Interfaced with account managers and options traders to ensure that firm-wide margin requirements were maintained by clients Constructed Excel-based risk management models designed to monitor both customer positions and overall firm exposure to various commodity asset classes Completed a two-month project evaluating customer margin levels and presented results to the CES



Parker Analytics

• Connecticut, United States

• Data Analyst

  • May 2019 - Aug 2019

  Created Excel models designed to identify patterns and trends in applicant resumes Analyzed and tracked data using statistical evaluation to predict candidate success Presented results and provided recommendations based on collected data Created Excel models designed to identify patterns and trends in applicant resumes Analyzed and tracked data using statistical evaluation to predict candidate success Presented results and provided recommendations based on collected data



Kokino LLC

• Stamford, Connecticut, United States

• Multi-Discipline Financial Services Summer Intern

  • Jun 2018 - Jul 2018

  Participated in management meetings, investment banking calls and weekly portfolio review discussions Reviewed investment memoranda and valuation models for historic and prospective transactions - Evaluated potential investment opportunities for Private Equity Team - Presented conclusions and made recommendations to Investment Committee, provided analytical perspectives and administrative support Participated in management meetings, investment banking calls and weekly portfolio review discussions Reviewed investment memoranda and valuation models for historic and prospective transactions - Evaluated potential investment opportunities for Private Equity Team - Presented conclusions and made recommendations to Investment Committee, provided analytical perspectives and administrative support