Consumers Sector Head

• Dec 2022 - Present

Responsible for monitoring sector performance, ensuring analysts maintain their duties, and continuing analyst activities.

Consumers Analyst

• May 2022 - Dec 2022

The Hanley Sustainability Fund is a student run equity portfolio that seeks to outperform the S&P 500 by investing in companies that embrace an environmentally conscious and fossil fuel reduction model.Responsibilities include giving portfolio recommendations based on top-down analysis of current market trends in various segments, to determine whether the fund should buy, sell, or hold assets worth over $250,000 given the economy's current state.

Junior Analyst

• Mar 2022 - May 2022

Selected out of 60 person applicant pool. Went through an 8-week program where I expanded my knowledge on equity research and ESG investing. The program culminated in a stock pitch in front of the entire fund.

Analyst

• Feb 2023 - Present

Actively manage a $2M multi-asset tactical allocation fund on behalf of David Kudla, CEO, Founder, and CIO of Mainstay Capital Management. Actively manage a $2M multi-asset tactical allocation fund on behalf of David Kudla, CEO, Founder, and CIO of Mainstay Capital Management.

Active Member

• Nov 2022 - Present

Business professional fraternity focused on enhancing the educational experience for future leaders of the professional world.

Professional Committee

• Jan 2023 - May 2023

Responsible for organizing events such as guest speakers, mock interviews and resume workshops. I am also responsible for preparing presentations to increase the professionalism within the fraternity.

Member

• Jan 2023 - Present

A student-run organization seeking to develop strong financial professionals through education, development workshops, and networking experience. Created semester long program to educate students on topics such as financial certifications, networking, Excel skills, and interviews through experience and research-based solutions. Developed resources to help achieve high job placement in preferred careers within finance and accounting. A student-run organization seeking to develop strong financial professionals through education, development workshops, and networking experience. Created semester long program to educate students on topics such as financial certifications, networking, Excel skills, and interviews through experience and research-based solutions. Developed resources to help achieve high job placement in preferred careers within finance and accounting.

Global FP&A Intern

• May 2023 - Present