Experience

BU Finance & Investment Club

• United States
• Investment Management
• 1 - 100 Employee

• Investment Associate

  • Sep 2022 - Present

  • Managed over ~$1.1m of Boston University’s endowment by investing in small and mid-cap stocks using a value investing approach, along with a team of 15+ associates • Researched and analyzed companies and sub-industries within the industrials sector utilizing financial statements, SEC filings, and the Bloomberg database to identify undervalued stocks • Managed over ~$1.1m of Boston University’s endowment by investing in small and mid-cap stocks using a value investing approach, along with a team of 15+ associates • Researched and analyzed companies and sub-industries within the industrials sector utilizing financial statements, SEC filings, and the Bloomberg database to identify undervalued stocks



Hillsdale Investment Management Inc.

• Canada
• Investment Management
• 1 - 100 Employee

• Summer Investment Analyst

  • Jun 2022 - Aug 2022

  • Produced detailed investment research reports to guide investment decisions • Created client presentations on fund and market conditions for institutional and private clients • Facilitated investment ideas between portfolio managers, investment analysts, and sales team • Attended and documented minutes of weekly market update meetings • Produced detailed investment research reports to guide investment decisions • Created client presentations on fund and market conditions for institutional and private clients • Facilitated investment ideas between portfolio managers, investment analysts, and sales team • Attended and documented minutes of weekly market update meetings



Vermont Electric Power Company (VELCO)

• Utilities
• 100 - 200 Employee

• Information Technology Intern

  • Jun 2021 - Aug 2021

  • Planned and developed the FY 2022 software support agreements budget • Conducted significant updates to the online inventory of computing equipment in the company’s data center • Provided customer service and technical support to a comprehensive portfolio of customers • Collaborated with the compliance team to conduct data-privacy measures on decommissioned systems • Planned and developed the FY 2022 software support agreements budget • Conducted significant updates to the online inventory of computing equipment in the company’s data center • Provided customer service and technical support to a comprehensive portfolio of customers • Collaborated with the compliance team to conduct data-privacy measures on decommissioned systems