Experience

Pathward

• United States
• Financial Services
• 500 - 600 Employee

• Portfolio Manager

  • May 2021 - Present



Marshall & Stevens Incorporated

• United States
• Financial Services
• 1 - 100 Employee

• Senior Valuation Associate

  • Oct 2019 - Feb 2021

  Chicago, Illinois • Valued solar, wind, and storage assets and portfolios • Researched tax credits, industry trends, and economic data • Prepared appraisal and cost segregation reports • Trained new analysts/associates on best practices

• Valuation Associate

  • Sep 2017 - Oct 2019

  Chicago



ComStock Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst Internship

  • Jan 2017 - May 2017

  Greater Chicago Area • Analyzed financial statements • Assisted the Senior Financial Analyst in valuing businesses and securities • Created industry outlooks, document descriptions, and exhibit decks



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Commercial Bank Summer Analyst

  • Jun 2016 - Aug 2016

  10 South Dearborn • Reviewed historical projects and modernized them to the firm’s standards • Reviewed and analyzed legal documents • Assisted the Office of Regulatory Operations and provided necessary support to staff • Prepared and delivered a final presentation to senior staff regarding project progress and experience • Attended meetings with senior management to discuss the strategy and goals for the firm