Associate

• Jun 2021 - Present

Associate Analyst II

• Apr 2020 - Jun 2021

Associate Analyst III

• Apr 2018 - Mar 2020

Financial Data Analyst

• Feb 2017 - Apr 2018

Equity Trader

• Sep 2016 - Jan 2017

• Successfully executed intraday, high-frequency proprietary U.S. equity trades using technical analysis skills to spot short term trends and patterns within a stock price in order to make profitable trades • Effectively used quick, informed decision making skills in a fast, high paced, pressured environment • Earned Series 7 license • Successfully executed intraday, high-frequency proprietary U.S. equity trades using technical analysis skills to spot short term trends and patterns within a stock price in order to make profitable trades • Effectively used quick, informed decision making skills in a fast, high paced, pressured environment • Earned Series 7 license

Industrials Sector Analyst

• Jan 2016 - May 2016

• Selected alongside two other peers to manage a $30,000 financial sector portfolio• Research and present investment ideas and opportunities, while analyzing the sector's performance on a weekly basis

Financial Sector Analyst

• Sep 2015 - Dec 2015

• Selected alongside two other peers to manage a $30,000 financial sector portfolio• Research and present investment ideas and opportunities, while analyzing the sector's performance on a weekly basis

Wealth Management Intern

• Jun 2015 - Jul 2015

• Researched and analyzed 33 high dividend yield stocks within a portfolio to predict future performance, and also determined total return for 2H15 for each stock • Evaluated client’s Municipal Bond portfolio to determine how to redeploy capital in higher quality, investment grade municipal bonds to earn higher yield, lower costs, and added tax benefits • Analyzed GIC Asset Allocation reports to compare with Large Cap equity funds to determine the five highest quality equity funds with the greatest return and lowest risk for future clients • Learned about the Private Equity industry by reading and analyzing a prospective Private Equity fund offering Show less

Marketing Intern

• May 2014 - Aug 2014

• Created and managed the first detailed marketing budget in company’s history, providing the VP of Marketing visibility to their expenses • Researched and analyzed competitors to better position Vitals in the market place • Analyzed and segmented the health plan market to provide the sales department the best prospective customers to target their sales efforts • Responsible for creating mailing lists to potential clients in order to build brand awareness for Vitals • Created and managed the first detailed marketing budget in company’s history, providing the VP of Marketing visibility to their expenses • Researched and analyzed competitors to better position Vitals in the market place • Analyzed and segmented the health plan market to provide the sales department the best prospective customers to target their sales efforts • Responsible for creating mailing lists to potential clients in order to build brand awareness for Vitals

Manager and Cook

• Jun 2009 - Sep 2013

At the end of my last year, I was able to manage the concession stand at my local summer swim club. During the entirety of my time here,I conducted inventory and reconciled the sales receipts to the cash at the end of each day. I also prepared and cooked food based on customer orders in a timely fashion and provided excellent customer service. At the end of my last year, I was able to manage the concession stand at my local summer swim club. During the entirety of my time here,I conducted inventory and reconciled the sales receipts to the cash at the end of each day. I also prepared and cooked food based on customer orders in a timely fashion and provided excellent customer service.