Experience

Cleveland Research Company

• United States
• Research Services
• 100 - 200 Employee

• Market Research Associate

  • Jan 2023 - Present

  Cleveland, Ohio, United States Researching & identifying inflection points in Cybersecurity (Fortinet, Palo Alto Networks, CrowdStrike, Checkpoint, Cisco, Zscaler, Okta, Splunk), Hardware (Arista Networks, Cisco, Apple, Motorola Solutions, Garmin), Hybrid Cloud (VMware, Nutanix), & Observability (Dynatrace, Datadog, New Relic) Establishing and maintaining relationships with individuals within the channel to exchange data and knowledge that is meaningful for both parties.



Baird

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • May 2022 - Dec 2022

  Akron, Ohio, United States •Review reports, and conduct research on stocks, money managers, funds, and investment strategies •Present stock ideas for a small/mid-cap (SMID) investment portfolio strategy •Assist with administrative functions and preparation for client meetings and presentations



UA Investment Club

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Aug 2021 - Dec 2022

  •Conduct, present, and review extensive due diligence on equities within various sectors •Build financial models and perform ratio-comparable analyses to assess opportunities within various sectors •Perform technical analysis to assess attractive buy/sell opportunities on equities within various sectors



Valmark Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Financial Operations Intern

  • Mar 2021 - May 2022

  • Process unpaid commissions and AUM fees by verifying accounts across multiple systems • Oversee and monitor data clean-up as it relates to various accounting software applications • Collaborate across departments to assist with meaningful company projects for better efficiency in the firm



UA Investment Banking Club

• United States
• Financial Services
• 1 - 100 Employee

• Member

  • Sep 2021 - Mar 2022

  •One of seven candidates selected to the University of Akron Investment Banking Club second cohort •Highly selective workshop for students interested in investment banking and other high finance roles •Underwent a semester long course in networking, accounting practices, financial modeling, and valuation



Handels Ice Cream

• United States
• Information Technology & Services
• 1 - 100 Employee

• Shift Manager

  • Jun 2015 - Mar 2021

  -Manage a small team of employees and train new hires and new managers -Delegate tasks to employees when necessary and deliver clear instructions -Record and analyze store inventory and financial reports -Maintain and prepare store condition, ensuring organization and cleanliness -Provide outstanding customer service and handle occasional complaints in a professional manner