Experience

Axiom Investors

• United States
• Investment Management
• 1 - 100 Employee

• Associate Portfolio Manager

  • Apr 2022 - Present

• Analyst

  • Aug 2017 - Apr 2022

• Research Associate

  • Aug 2012 - Aug 2017

• Trading Assistant

  • Jan 2012 - Jul 2012

• Operations Associate

  • Aug 2010 - Jan 2012



CUNA Mutual Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst Intern

  • May 2009 - Sep 2009

  -Developed and reported on a variety of internal financial operations metrics -Analyzed financial position and capitalization measures (“stress-testing”) of hundreds of Credit Unions worldwide -Examined financial statements of potential creditors and presented findings to senior investment professionals -Developed and reported on a variety of internal financial operations metrics -Analyzed financial position and capitalization measures (“stress-testing”) of hundreds of Credit Unions worldwide -Examined financial statements of potential creditors and presented findings to senior investment professionals



WEA Trust

• United States
• Insurance
• 100 - 200 Employee

• Retirement Income Analysis Intern

  • Jan 2008 - Apr 2008

  -Helped manage the retirement accounts of over 80 Wisconsin state employees -Met individually with clients to understand retirement objectives and market risk tolerance -Developed successful investment strategies for risk-seeking clients including a diversified mix of international funds, equities and bonds to provide greater return beyond their pension -Helped manage the retirement accounts of over 80 Wisconsin state employees -Met individually with clients to understand retirement objectives and market risk tolerance -Developed successful investment strategies for risk-seeking clients including a diversified mix of international funds, equities and bonds to provide greater return beyond their pension



BPG Properties

• United States
• Real Estate
• 1 - 100 Employee

• Private Equity Group: Real Estate Acquisitions Intern

  • May 2007 - Aug 2007

  -Assisted legal department with closing procedures -Researched and provided reports for analysts detailing risk and profitability forecasts -Attended meetings with financial officers concerning structure and size of loans and reported settlements to firm’s operational managers -Assisted legal department with closing procedures -Researched and provided reports for analysts detailing risk and profitability forecasts -Attended meetings with financial officers concerning structure and size of loans and reported settlements to firm’s operational managers