Equity Research Analyst

• May 2023 - Present

A year-long, comprehensive, academic, and professional development course of study designed to enhance the critical thinking and analytical skills of participants through hands-on academic and security analysis experience. We are tasked with giving four stock pitches for equities in a specific sector throughout the year and monitoring/reporting on the performance of the Mary Herlihy Opportunity Fund. A year-long, comprehensive, academic, and professional development course of study designed to enhance the critical thinking and analytical skills of participants through hands-on academic and security analysis experience. We are tasked with giving four stock pitches for equities in a specific sector throughout the year and monitoring/reporting on the performance of the Mary Herlihy Opportunity Fund.

Assitant Sales and Service Manager

• May 2017 - Present

Customer sales experience selling used and new bikes as well as accessories/equipment Acquired certifications from shop dealers on proper knowledge and sale of its bikes, accessories, and equipment Trained new hires on bicycle sales tactical knowledge as well as assisted them in their certification processes Handle warranty claims on products by communicating with dealers Manage social media outlets like Facebook and Instagram Bicycle service including tune-ups, bike builds, part replacements, suspension service, bicycle diagnosis, electric bike firmware diagnosis and updates, safety checks, and all general maintenance Service and building of City Bikes of Manchester Bike-Share Program (2017-2020) Acquired certifications from several bicycle equipment manufacturers to work with knowledge on those bike components Trained new hires in service/building of bicycles and through their own certification process Show less

Treasury/Tax Intern

• May 2023 - Aug 2023

Corporate Finance Generalist

• May 2022 - Aug 2022

Financial Planning Intern

• Aug 2019 - Dec 2019

Gained experience of the day-to-day operations of a Financial Planner by participating in example meetings of retirement portfolio allocation processes, risk tolerance, investment objectives, and assessing personal circumstances Administrative work such as assembling new client questionnaire booklets Replenished data on word and excel spreadsheets regarding ratings on frequently used bonds and funds Gained experience of the day-to-day operations of a Financial Planner by participating in example meetings of retirement portfolio allocation processes, risk tolerance, investment objectives, and assessing personal circumstances Administrative work such as assembling new client questionnaire booklets Replenished data on word and excel spreadsheets regarding ratings on frequently used bonds and funds