Portfolio Analyst

• Dec 2021 - Present

Client Service Associate

• Jul 2019 - Dec 2021

Financial Representative

• Aug 2018 - Jun 2019

-Gathered extensive knowledge of Northwestern Mutual products to effectively and efficiently benefit clients in an attempt to strengthen their financial situation -Performed joint work with tenured advisors, both learning from them and honing personal sales techniques -Engaged in team-based education programs and completed certification courses to best perform work duties -Gathered extensive knowledge of Northwestern Mutual products to effectively and efficiently benefit clients in an attempt to strengthen their financial situation -Performed joint work with tenured advisors, both learning from them and honing personal sales techniques -Engaged in team-based education programs and completed certification courses to best perform work duties

Intern

• Jan 2017 - Dec 2017

-Assisted manager in performing due diligence on companies for investment, preparing presentation materials, and other daily tasks to create a more efficient investment timeframe for entrepreneurs -Gained a deep knowledge of emerging fields in technology and investment such as artificial intelligence, deep learning, and cryptocurrencies through research and coursework guided by a manager -Immersed self in venture capital culture through personal research projects and professional interactions Show less

Board Member

• Jan 2016 - Apr 2017

Reviewed student organizations’ funding proposals requesting between $100 and $8,000 throughout the semester and made allocation decisions to efficiently and fairly benefit the members of the Smeal community. Reviewed student organizations’ funding proposals requesting between $100 and $8,000 throughout the semester and made allocation decisions to efficiently and fairly benefit the members of the Smeal community.

Analyst - Energy Sector

• Jan 2016 - Jan 2017

Developed an understanding of fundamental equity valuation tools including the DCF model and comparable company analysis techniques while gaining knowledge in the areas of economic trends and policy, asset allocation, and wealth management through weekly meetings with Nittany Lion Fund analysts. Developed an understanding of fundamental equity valuation tools including the DCF model and comparable company analysis techniques while gaining knowledge in the areas of economic trends and policy, asset allocation, and wealth management through weekly meetings with Nittany Lion Fund analysts.

Secretary

• Jan 2016 - Jan 2017

Recorded and distributed the minutes of each chapter meeting to accurately and efficiently portray the events to the brotherhood and the National Fraternity Officer while simultaneously executing professional, social, and philanthropic activities with a 7-member executive board and for a brotherhood of 113.

Professional Chair

• May 2015 - Jan 2016

Organized several professional development events for a brotherhood of 113 with different speakers and businesses such as Goldman Sachs, Fisher Investments, and BlackRock to improve professional skills of the group, create job and internship opportunities, and further the networking possibilities of the organization.

Staff Writer

• Sep 2015 - Jan 2016

Worked with a staff of over 40 people in order to facilitate the efficient and effective creation, revision, editing, and publishing of both time-sensitive and long-form articles for a readership of over 60,000 daily. Worked with a staff of over 40 people in order to facilitate the efficient and effective creation, revision, editing, and publishing of both time-sensitive and long-form articles for a readership of over 60,000 daily.