Financial Data Aggregation Analyst

• Dec 2022 - Present

- PCR is the leading aggregation solution for wealth management delivering 150,000+ alternative investments and custodial aggregation solutions. - Analyzing financial statements and portfolios from clients such as Morgan Stanley, Goldman Sachs, JP Morgan, Blackstone, etc. - Generating and manipulating Digit performance reports based on different security transactions and positions. - Automating investor and statement data extraction on Xceptor for private equity clients and custodial/alternative investments. - Reduced manual processing within core system by over 70% and compared fund performance within Excel. - Linking Xceptor templates to application documents for straight through processing (automation) to reduce manual processing. Show less

Duke Woodman Scholar

• Sep 2022 - Present

- Developing economic research and analytical skills through data collection and analysis using STATA and Excel, including identifying sources, retrieving data, and cross-validating data. - Forming models and trend analysis of broadband adoption and demand in lower income areas, and on the true accessibility of the Affordable Connectivity Program and Universal Service Fund. - Helping work on “Impact of Municipal and Cooperative Internet Provision on Broadband Entry and Competition” research project. Show less

HIVE + Equity Collective Finance Series

• Jul 2023 - Aug 2023

- Participated in a three-week virtual series that included two hours of programming for three nights a week of intensive content focused on asset, wealth, and investment management. - Engaged with professionals from 27 firms, including Morgan Stanley, Goldman Sachs, and PIMCO. - Completed a Bonus Week focused on investment banking and private equity with professionals from Goldman Sachs, Wells Fargo, Warburg Pincus, and Apollo, learning about the relationship between these sectors of finance. Show less

Vanguard's Virtual Emerging Leadership EXPLORE

• Jul 2023 - Jul 2023

Marketing Intern

• Sep 2022 - Jan 2023

- LiveSwitch provides video streaming service solutions through its own video and audio SDK. - Developed marketing plans and conducted end-user research; analyzed data to target new industries and obtain more users. - Cleaned the HubSpot CRM platform; analyzed trends in client data to promote company growth. - Wrote press releases and weekly blog posts to improve public relations. - LiveSwitch provides video streaming service solutions through its own video and audio SDK. - Developed marketing plans and conducted end-user research; analyzed data to target new industries and obtain more users. - Cleaned the HubSpot CRM platform; analyzed trends in client data to promote company growth. - Wrote press releases and weekly blog posts to improve public relations.

Loan Services Intern

• Jul 2022 - Aug 2022

- Put loan files together and performed quality reviews on files (mortgage/consumer/commercial). - Attended meetings with department heads and trustees to discuss any new changes or approvals. - Uploaded 100+ NACIS codes for files to increase automatic processing. - Processed loan payments and insurance policies. - Put loan files together and performed quality reviews on files (mortgage/consumer/commercial). - Attended meetings with department heads and trustees to discuss any new changes or approvals. - Uploaded 100+ NACIS codes for files to increase automatic processing. - Processed loan payments and insurance policies.

Wealth Management Analyst

• May 2022 - Jul 2022

- Trinity Point Wealth is an independent wealth management and investment advisory firm. - Generated Orion and Morningstar portfolio reports; performed risk analysis on reports. - Analyzed trade data to spearhead tax loss harvesting program and completed stock trades for clients. - Organized separately managed accounts and collected investment data on Excel. - Attended meetings with clients; worked with CIO to provide key market research for the construction of portfolios. - Won 1st place in Investopedia Stock Simulator among other analysts with my portfolio creation generating an estimated 12.74% annual return. Show less

Mathematics Tutor

• Jan 2020 - Dec 2021

- Tutored 50+ K-12 students. - Developed additional exercises & tutoring resources. - Helped roll out new online platform during COVID. - Helped train new tutors. - Tutored 50+ K-12 students. - Developed additional exercises & tutoring resources. - Helped roll out new online platform during COVID. - Helped train new tutors.

Research Assistant

• Jun 2019 - Aug 2019

- Researched strategies to introduce ethical decision-making into high school curriculum. - Coordinated partnerships with 10+ schools. - Helped run social media. - Researched strategies to introduce ethical decision-making into high school curriculum. - Coordinated partnerships with 10+ schools. - Helped run social media.