Experience

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  Kudla Dynamic Allocation Fund

  • Dayton, Ohio, United States

  • Intern

    • Mar 2021 - Present
    • Dayton, Ohio, United States

• 

  Davis Center for Portfolio Management - University of Dayton

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Energy, Materials, and Industrials Equity Research Analyst

    • Nov 2019 - Present

    The Davis Center for Portfolio Management is currently the largest undergraduate student-run equity fund in the nation with a portfolio valued at approximately $43 million. Nearly 50 analysts are allocated to 5 sector teams, based on the 11 industries of the S&P, where we conduct equity research to develop stock pitches for the Flyer Investment Team. We base our decisions on qualitative and quantitative data in accordance with our growth at a reasonable price strategy.

  • Economic Outlook Analyst

    • Nov 2019 - Present

    Research and analyze various economic indicators as well as the global economy in order to establish an economic outlook for the portfolio as well as potential financial sector holdings.

• 

  J.P. Morgan

  • Participant

    • Jun 2020 - Jun 2020

    A multi-week educational webinar series that taught both technical and financial skills from asset management and investment banking professionals with over a decade of experience. Acquired a sound foundation of valuating potential equity plays as well as financial modeling to project future statistics of current holdings. Gained exposure of how each firm operates as a whole and how to successfully navigate the recruitment process in the field of financial services.

• 

  One Lincoln Park Premier Retirement Living

  • Dayton, Ohio Area

  • Server

    • May 2017 - Feb 2020
    • Dayton, Ohio Area

    I used to work part-time at One Lincoln Park as a Server and Back Host where I connect and serve the residents/customers to promote satisfaction through food services. There I worked efficiently under pressure and time constraints while multitasking. Actively engaged in a management role as host guiding other servers to make sure they are carrying out necessary duties. Adapted to senior residents wants and needs by using excellent customer service and communication skills to satisfy all customers.