Experience

FinClusive

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Jun 2022 - Present

  • Collaborate with senior management on major reports and board presentations • Change and revamp website content and other marketing collateral • Conduct data analysis to help understand what type of customers would provide the most success for the company • Admin of Hubspot CRM and ZoomInfo prospecting tool • Support sales and customer success team • Collaborate with senior management on major reports and board presentations • Change and revamp website content and other marketing collateral • Conduct data analysis to help understand what type of customers would provide the most success for the company • Admin of Hubspot CRM and ZoomInfo prospecting tool • Support sales and customer success team



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jul 2021 - Jun 2022

  • Review financial statements, tax filings and prepare ratio and risk analysis reports for senior banking officers • Audit financial statements and industry trends to determine the credit worthiness of clients • Perform on-going review of the HEDG (Heavy Equipment Dealer Group) loan portfolio, to ensure all applicable loans are in compliance • Develop and maintain department wide client spreadsheets tracking historical financial performance to monitor industry trends • Review financial statements, tax filings and prepare ratio and risk analysis reports for senior banking officers • Audit financial statements and industry trends to determine the credit worthiness of clients • Perform on-going review of the HEDG (Heavy Equipment Dealer Group) loan portfolio, to ensure all applicable loans are in compliance • Develop and maintain department wide client spreadsheets tracking historical financial performance to monitor industry trends



CBRE

• United States
• Real Estate
• 700 & Above Employee

• Research Intern

  • Jun 2019 - Aug 2019

  Research Intern • Conduct research and analytical support for commercial real estate markets. • Specialize in office leasing and sales research for the New York City market. • Support the office brokers in the NYC offices with up-to-date market data, and materials needed for presentations and/or business development. • Track relevant market statistics, to be curated and reported on a quarterly basis. • Liaise with local CBRE researchers and third-party vendors to collect data



S.A.F.E. LLC

• Charlotte, North Carolina Area

• Security Staff

  • Jul 2018 - Jan 2019

  Monitor and ensure safety of patrons/ customers. Monitor and ensure safety of patrons/ customers.



Zody's at Sterling

• Stamford, CT

• Wait Staff

  • Jun 2015 - Aug 2018

  Provide exceptional service to customers. Provide exceptional service to customers.



The UPS Store

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Jan 2013 - Apr 2014

  Cashier and packager. Cashier and packager.