Experience

Longtide Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Analyst

  • Jun 2021 - Present

  Braintree, Massachusetts, United States - Utilize SQL to update, combine, and retrieve data using complex queries. - Design and maintain interactive dashboards showing business and market trends. - Assists in testing and updating over 50 dynamic models for allocation rebalancing. - Created visualization reporting system for financial model factsheets. - Responsible for preparing visually engaging reports and materials for client meetings.



Bryant University Archway

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Yield Curve Analyst/Portfolio Manager

  • Jan 2022 - Jun 2022

  Smithfield, Rhode Island, United States - Student-managed fixed income investment fund with over $750,000 AUM - Head of the Performance Analysis, Attribution, and Reporting Committees. - Researched macro-economic trends based on global interest rate environments. - Used Bloomberg Terminals to analyze financial models for the Federal Funds Rate. - Recommended trades to other Portfolio Managers based on daily yield curve updates.