Experience

Wilshire Associates
• Netherlands
• Business Consulting and Services
• Senior Associate

  • Oct 2017 - Present

Holland Capital Management LLC
• United States
• Financial Services
• Intern

  • Jul 2017 - Aug 2017


DePaul University

• United States
• Higher Education
• 700 & Above Employee

• Portfolio Manager

  • Mar 2017 - Jun 2017

  • Oversee asset allocation for an international stock portfolio with a 9.7% return YTD at $120,014 - Use Bloomberg in monitoring portfolio of 30 holdings - Hold daily meetings with management team to discuss international economic trends pertaining to our portfolio strategy • Build and alter financial models to forecast accurate and probable outcomes • Evaluate analysts’ investment theses and provide feedback on presentations, models, and assumptions • Oversee asset allocation for an international stock portfolio with a 9.7% return YTD at $120,014 - Use Bloomberg in monitoring portfolio of 30 holdings - Hold daily meetings with management team to discuss international economic trends pertaining to our portfolio strategy • Build and alter financial models to forecast accurate and probable outcomes • Evaluate analysts’ investment theses and provide feedback on presentations, models, and assumptions



DePaul University Driehaus College of Business

• Portfolio Analyst

  • Jan 2017 - Mar 2017

  • Built DDM and DCF models to assist in management of portfolio • Performed in-depth regional analysis on emerging markets to evaluate political and economic climate • Used financial models and regional expertise in defending stock picks to portfolio managers - Pitched Kao Corp. (KCRPY) that has generated a 23.4% for the portfolio • Built DDM and DCF models to assist in management of portfolio • Performed in-depth regional analysis on emerging markets to evaluate political and economic climate • Used financial models and regional expertise in defending stock picks to portfolio managers - Pitched Kao Corp. (KCRPY) that has generated a 23.4% for the portfolio



ComEd

• Lebanon
• Advertising Services
• 1 - 100 Employee

• Revenue Management - Intern

  • Jun 2016 - Aug 2016

  • Analyzed high-volume, overdue accounts to strategically renew revenue streams - Moved $50,000 into the collections process by identifying false Life Support accounts - Presented solutions to senior management on monitoring patterns that indicate fraudulent accounts • Coordinated with field managers and business analysts on where field workers perform specific duties - Informed managers daily with weather forecasts throughout Cook county - Outlined hundreds of permissible electricity cuts on a weekly basis based on weather conditions and facility use • Collaborated with interns in projects on how to effectively and ethically continue department’s operations



Loop Capital Markets

• United States
• Investment Banking
• 1 - 100 Employee

• Finance and Accounting Intern

  • Jun 2015 - Aug 2015

  Worked under the Chief Financial Officer, tasked with multiple projects including: - Organizing vendor files; requesting W-9s from vendors for internal record keeping - Creating capital account reports in Excel - Providing management with reports on competitors' public financial information (comp, non-comp, net income ratios) In a team of three, performed asset valuation analysis on certain SIFIs (specifically those most affected during the housing bubble); created profiles of companies in PowerPoint Presented a review of summer projects to employees and interns; outlined the relevance of my duties, and how upper management uses certain accounting information to make decisions


The Hollins Group
• Staffing and Recruiting
• 1 - 100 Employee
• Research Associate

  • Oct 2014 - May 2015

New York Life Insurance Company
• United States
• Financial Services
• 700 & Above Employee
• Intern

  • May 2014 - May 2015

EXPRESS
• India
• Writing and Editing
• Stock Room Associate

  • Nov 2013 - Jan 2014

Hi-Five Sports Clubs
• United States
• Wellness and Fitness Services
• Coach/Counselor

  • Jun 2012 - Aug 2013

Dental Dream Team
• United States
• Medical Practices
• 1 - 100 Employee
• Dental Assistant

  • Jun 2009 - Aug 2011