Independent Financial Advisor

• Apr 2022 - Present

HNW family-based wealth management services for cash-generative value investing with emphasis on long-term returns. Guide all facets of set up, governance structure, capital and portfolio management, investment capacity, legacy planning and wealth transfer, tax and financial planning, budgeting, insurance, risk and transaction. www.grahamwm.us HNW family-based wealth management services for cash-generative value investing with emphasis on long-term returns. Guide all facets of set up, governance structure, capital and portfolio management, investment capacity, legacy planning and wealth transfer, tax and financial planning, budgeting, insurance, risk and transaction. www.grahamwm.us

Financial Advisor

• Nov 2021 - Mar 2022

Financial Planning Specialist

• May 2021 - Oct 2021

Investment advising, retirement planning, tax-optimized investment management services, life and long term care insurance, equity and fixed income mutual fund performance analysis.

Investment Analyst Internship

• Oct 2020 - Apr 2021

Full-time paid graduate internship: equity and fixed income mutual fund performance analysis, modern portfolio theory research/analysis (Alpha, Beta, Sharpe Ratio, R-square, Capture Ratio, Standard Deviation, Sortino Ratio) applied to stocks, bonds, and mutual fund portfolios research.

Branch Office Administrator

• Aug 2019 - Oct 2020

Financial investments research and analysis, client services, planning and special projects, wealth management, retirement and college savings, annuities, office administration.

Financial Advisor Internship

• Jun 2019 - Aug 2019

Full-time paid summer internship in the Edward Jones Financial Advisor Internship Program: equity research and analysis, tax mitigation and debt management planning, valuation, portfolio construction for clients, financial modeling, industry analysis, due diligence and process management, execution of transactions, and marketing and administration.

Umpire

• Mar 2014 - Oct 2020

Collegiate and youth level baseball and softball umpiring in the Mid-Atlantic region. Graduate - Southern Maryland Umpire Academy. Collegiate and youth level baseball and softball umpiring in the Mid-Atlantic region. Graduate - Southern Maryland Umpire Academy.

Youth Baseball Coach

• Jul 2018 - Aug 2020

Little League® Baseball and Softball instructional summer day camps focusing on all aspects of the sports from hitting and fielding to throwing, baserunning, and pitching.

Assistant Men’s College Baseball Coach Intern II

• Aug 2019 - Oct 2019

Internship in the athletic department assisting the head coach with all phases of a college baseball program, including helping coach hitting, baserunning, IF/OF, hitting fungos, strength & conditioning, and assisting in lineup decisions, coaching 3B, field set up, recruiting, and team operations.

Assistant Men’s College Baseball Coach Intern I

• Aug 2018 - Oct 2018

Personal Trainer & Strength and Conditioning Coach

• May 2017 - Jul 2020

Strength, fitness and conditioning training of athletes and others, assisting exercise routines and nutrition intake, exercise supervision, tracking progress, and adjusting exercise programs. Strength, fitness and conditioning training of athletes and others, assisting exercise routines and nutrition intake, exercise supervision, tracking progress, and adjusting exercise programs.

Player/Coach

• Oct 2019 - Apr 2020

Offers out of college to play professionally in France and Germany. Accepted contract to play/coach for the Hannover Regents of the German Federal League (season canceled because of covid). Later invited to play in the California Winter League of the MLB partner Frontier League in 2021 (also canceled because of covid).

Baseball Player

• Sep 2019 - Oct 2019

Played for the tournament team of the Harford Canes of the Susquehanna Semipro Baseball League.

Student-Athlete

• Aug 2016 - Apr 2020

Central Penn College (Pa.) OF: 2018-2020–All-America Honorable Mention, Academic All-America, Student-Athlete of the Year. 2017-2018–Anne Arundel Community College (Md.) OF/2B: Academic All-Mid-Atlantic, Academic All-Maryland Athletic Conference. 2016-2017–Virginia Wesleyan University (Va.) OF: Academic All-Old Dominion Athletic Conference.

International Summer Collegiate Baseball

• Jun 2015 - Jul 2019

2019–AAU USA International Collegiate Team vs Spain, Scotland MLB Academy and Olympics/National Teams. 2018–AAU USA International Collegiate Team vs Ireland and Scotland Olympics/National Teams. 2017 and 2016–Played in Spain, France, Belgium, Holland, and Great Britain with the Sant Boi Barcelona Falcons (Spain) in the Collegiate Baseball League Europe. 2015–Played in Germany and at Prague Baseball Week in Czech Republic with Planet Baseball USA team vs European Olympics/national teams and professional teams. Show less

Accounting Internship

• May 2018 - Aug 2019

Assisted with budgeting, payments, reconciled foreign currency exchange transactions. Assisted with budgeting, payments, reconciled foreign currency exchange transactions.

Program Participant

• May 2019 - May 2019

Empowered Leaders Inspiring Tomorrow’s Excellence (ELITE) program for selected university student candidates in public accounting from all over the USA. Empowered Leaders Inspiring Tomorrow’s Excellence (ELITE) program for selected university student candidates in public accounting from all over the USA.

Activities Staff, Batten Student Center RecX Fitness and Pool Center

• Oct 2016 - May 2017

Managing facility access, issuing rental equipment, housekeeping duties, and equipment maintenance. Managing facility access, issuing rental equipment, housekeeping duties, and equipment maintenance.