Analyst

• Oct 2022 - Present

Senior Associate - Business Valuation and Transaction Advisory

• Nov 2021 - Oct 2022

Senior Audit Associate

• Jan 2021 - Oct 2021

Audit Associate

• Jan 2019 - Dec 2020

Manager

• Aug 2017 - May 2018

The D'Artagnan Capital Fund manages approximately $6 million of Xavier's endowment. It is an actively managed opportunities fund which values large cap equities within the S&P 500, utilizing a bottom-up approach. As an manager for the consumer discretionary sector, I extensively researched company financials, management, and industry competitors in formulating financial valuation models, which lead to investment decisions. The D'Artagnan Capital Fund manages approximately $6 million of Xavier's endowment. It is an actively managed opportunities fund which values large cap equities within the S&P 500, utilizing a bottom-up approach. As an manager for the consumer discretionary sector, I extensively researched company financials, management, and industry competitors in formulating financial valuation models, which lead to investment decisions.

Audit Intern

• Jun 2017 - Aug 2017

-Audited controls and substantive procedures for a fortune 1000 public company’s June 30, 2017 fiscal year end; analyzed and audited transactions -Identified opportunities for furthering relationships with a key client -Documented audit testing results and cleared review notes for in-charge manager and partner -Audited controls and substantive procedures for a fortune 1000 public company’s June 30, 2017 fiscal year end; analyzed and audited transactions -Identified opportunities for furthering relationships with a key client -Documented audit testing results and cleared review notes for in-charge manager and partner

Seasonal Client Associate

• Mar 2016 - Jun 2017

-Conduct research on current average annual returns for executive summaries of equity portfolios -Utilize Bloomberg terminal to backtest portfolio criteria in order to create an imaginary benchmark portfolio -Prepare executive summaries for clients -Execute research projects created by Mr. Harvey Knowles III -Conduct research on current average annual returns for executive summaries of equity portfolios -Utilize Bloomberg terminal to backtest portfolio criteria in order to create an imaginary benchmark portfolio -Prepare executive summaries for clients -Execute research projects created by Mr. Harvey Knowles III

Independent Contractor

• Oct 2015 - Feb 2016

-Customer Research and Resolution associate in Workplace Investing at Fidelity Investments -Calculate earnings on missed/ delinquent contributions on various 401K plans -Fix a wide variety of discrepancies caused by several transactions into 401 K plans -Customer Research and Resolution associate in Workplace Investing at Fidelity Investments -Calculate earnings on missed/ delinquent contributions on various 401K plans -Fix a wide variety of discrepancies caused by several transactions into 401 K plans

Team Lead

• Oct 2014 - Sep 2015

-Delegated and supervised work among team memebers -Handled banking responsibilities -Trained new employees in company and policy procedure -Delegated and supervised work among team memebers -Handled banking responsibilities -Trained new employees in company and policy procedure