Experience

Agenda Health

• United States
• Financial Services
• 1 - 100 Employee

• Transaction Analyst

  • Apr 2023 - Present

  Austin, Texas, United States



North Star Investment Management Corporation

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Intern

  • Jun 2022 - Aug 2022

  Chicago, Illinois, United States - Ran weekly equity screens in the Health Care and Technology sectors and pitched ideas for the micro-cap value and small-cap dividend strategies - Conducted group research on ESG-themed investing and presented on alternative energy -Analyzed historical trends within S&P 500 performance during periods of inverted yield curves and/or rising interest rates - Generated price targets through DCF modeling and discussed upside/downside potential with portfolio managers -… Show more - Ran weekly equity screens in the Health Care and Technology sectors and pitched ideas for the micro-cap value and small-cap dividend strategies - Conducted group research on ESG-themed investing and presented on alternative energy -Analyzed historical trends within S&P 500 performance during periods of inverted yield curves and/or rising interest rates - Generated price targets through DCF modeling and discussed upside/downside potential with portfolio managers - Prepared questions for and actively engaged with C-suite management of existing and potential investments Show less



Camp Ojibwa

• United States
• Advertising Services
• 1 - 100 Employee

• Camp Counselor

  • Jun 2021 - Aug 2021

  Eagle River, Wisconsin, United States - Supervised the 16 campers in my cabin, making sure they enjoy themselves, stay healthy, all while acting as a role model to my campers and teaching them how to be better people whether it be in the cabin or on the field/court - Completed one week long pre-camp training on how to handle different scenarios in the cabin, lifeguard training, and official/referee training - Coached, officiated, lifeguarded, and led various activities and sports through the course of a normal day, as… Show more - Supervised the 16 campers in my cabin, making sure they enjoy themselves, stay healthy, all while acting as a role model to my campers and teaching them how to be better people whether it be in the cabin or on the field/court - Completed one week long pre-camp training on how to handle different scenarios in the cabin, lifeguard training, and official/referee training - Coached, officiated, lifeguarded, and led various activities and sports through the course of a normal day, as well as being on duty at night in the cabin making sure the kids were safe, having a good time, and not homesick throughout the entire summer Show less



Finish Strong Athletics

• Basketball Coach

  • Mar 2019 - May 2019

  Highwood, Illinois, United States - Led a group of 7th-8th graders to a record of 16-2 via emphasis on hustle, teamwork, and confidence in themselves and their teammates - Motivated players to play with passion and intensity for the game and each other, thus improving both my communication and leadership skills