Experience

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  Prime Meridian Capital Management

  • Financial Analyst

    • Mar 2024 - Present

    Managing accounting and other daily operational functions, regularly interfacing with the administrator, auditors, cash flow, NAV allocations, vendors, and banking clients.

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  Brown Brothers Harriman

  • Boston, Massachusetts, United States

  • Fund Accountant, Client Services - Alts, Investor Services

    • Dec 2022 - Mar 2024
    • Boston, Massachusetts, United States

    Ensuring timely and accurate NAV calculations, Investor allocations, and preparation of financial and investor statements. Process account activity, performance, IRRs, Management fees, and trial balance reportingManage investor allocations and fees in accordance to governing funds

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  American Family Insurance

  • United States

  • Risk Advisor

    • Oct 2021 - Dec 2022
    • United States

    Reconcile accounts on a daily basis and pioneer systematic approaches to customize annual reports detailing clients' policiesFacilitate record journal entries for identifying sales opportunities and overseeing a portfolio of clients in the Pacific North WestConnect with clients daily, providing information regarding policies, and answering questions related to coverage and premiumsAnalyze potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals. Maintain accurate accounts of client information and enrolled policies in database

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  Hydrogen Group

  • London, England, United Kingdom

  • Consultant - Clinical Operations

    • Jun 2021 - Oct 2021
    • London, England, United Kingdom

    Clinical Research & Operations Delivered specialist candidates within contract, freelance and permanent clinical resources to support life sciences clients to some of the largest Pharmaceutical and CRO companies in the EMEA regionSupported projects for designing, planning, and running clinical trials from start-up to the close-out stage Phase I – IVCatered to retained and contingent staffing through to statement of work technical teams for clinical trials on a time and materials basisProvided contract, freelance and permanent clinical resources at all levels to support life sciences clients across EMEA

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  Suffolk University

  • United States
  • Higher Education
  • 700 & Above Employee

  • Finance Tutor Mentor

    • Sep 2020 - May 2021

    Administrated weekly self-created lessons involving writing, management, and critical-thinking skillsIntroduced creative means to improve understanding of financial materialLeveraged extensive knowledge of finance to tutor students in an effective mannerImplemented monthly assessments to analyze student’s progression, strengths, and weaknesses

  • Student, Suffolk University

    • Jan 2020 - May 2021

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  Cantella & Co., Inc.

  • United States

  • Financial Analyst

    • May 2020 - Jul 2020
    • United States

    Prepared and reviewed financial statements of mid-to-large cap corporations in addition to the general ledgersConducted research including financial analysis, due diligence on industry trends, and company management strategiesBuilt financial excel-based valuation models; synthesized data on balance sheets, cash flow and income statementsExecuted many investors calls in a fast-paced environment with an ability to grasp business issues and created business plans along with effectively communicated insights and practical recommendations

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  Massasoit Community College

  • Greater Boston Area

  • Presidential Student Ambassador in Enrollment Services

    • Nov 2017 - Sep 2019
    • Greater Boston Area

    Assisted in recruitment events including leading campus orientations, online, and phone-based interactionMentored prospective students with initial enquiries and conducted tours of the campusTrained and mentored newly hired ambassadors by developing their presentation and public speaking skillsComputed research on incoming students and examined specific data entry points for the College

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  Challenger Sports

  • California, United States

  • Head Academy Trainer

    • Apr 2014 - Jan 2017
    • California, United States