Investment Banking Analyst

• Jan 2023 - Present

Annuity Internal Wholesaler II

• Jun 2022 - Jan 2023

AL & FL Bank ChannelAL,MS & FL Independent/RIA Channel

Internal Wholesaler II

• Apr 2022 - Jun 2022

Internal Wholesaler

• Sep 2021 - Apr 2022

- Assisted the life sales team in achieving 157% of planned sales for 2021- Excelled in managing all necessary tasks while averaging 40 inbound calls each day and developed strong relationships with advisors across the country- Coordinated with other departments throughout the company in order to provide exceptional customer service to insurance agents

Wealth and Asset Management Leadership Program Participant

• Jun 2021 - Sep 2021

- Developed investment portfolios of varying risk postures for clients with $250,000 to $2M in assets under management - Constructed a macro on Excel to streamline the process of monitoring a list of 9,500+ client relationships totaling over $4B in assets under management - Performed reviews of client portfolios while making trading recommendations for portfolio managers to keep the portfolios in line with different investment policy statements - Developed investment portfolios of varying risk postures for clients with $250,000 to $2M in assets under management - Constructed a macro on Excel to streamline the process of monitoring a list of 9,500+ client relationships totaling over $4B in assets under management - Performed reviews of client portfolios while making trading recommendations for portfolio managers to keep the portfolios in line with different investment policy statements

Wealth and Asset Management Intern

• May 2020 - Aug 2020

- Utilized strong problem-solving skills to manage and sell client’s $10M real asset portfolio - Conducted valuation for purchase of manufacturing firm stock which yielded a 12% return - Developed spreadsheet to track associated fees for unique asset group with $100M+ in assets under management - Utilized strong problem-solving skills to manage and sell client’s $10M real asset portfolio - Conducted valuation for purchase of manufacturing firm stock which yielded a 12% return - Developed spreadsheet to track associated fees for unique asset group with $100M+ in assets under management

President

• Jan 2019 - Jan 2020

- Scheduled club meetings with local dentists

Treasurer

• Jan 2018 - Jan 2019

- Allocated club funds for dental school trips and food for meetings

Investment Intern

• May 2019 - Aug 2019

- Compiled list of individuals to contact for financial advisors - Corresponded with clients to set up online financial profiles - Managed clients’ financial data on eMoney online platform - Compiled list of individuals to contact for financial advisors - Corresponded with clients to set up online financial profiles - Managed clients’ financial data on eMoney online platform

Managerial Accounting Teaching Assistant

• Jan 2019 - May 2019

- Clarified issues students had with accounting problems - Explained difficult concepts - Proctored class exams alongside professor - Clarified issues students had with accounting problems - Explained difficult concepts - Proctored class exams alongside professor

Lacrosse Coach and Founder

• Jan 2015 - Jun 2017

- Spearheaded effort to start the lacrosse team - Coordinated with board members to fund team - Coached players during practices and games - Spearheaded effort to start the lacrosse team - Coordinated with board members to fund team - Coached players during practices and games