Research Analyst

• Sep 2021 - Present

Equity Research Analyst

• Jan 2021 - May 2021

• Managed University’s endowment through a large-cap portfolio and fixed income portfolio • Performed security analysis and sector research through Bloomberg software • Presented portfolio strategy and performance to the University’s Foundation Finance Committee, returned +13.64% during the first 4 months of 2021, outperformed the S&P 500 benchmark by 180 basis points (1.80%) • Managed University’s endowment through a large-cap portfolio and fixed income portfolio • Performed security analysis and sector research through Bloomberg software • Presented portfolio strategy and performance to the University’s Foundation Finance Committee, returned +13.64% during the first 4 months of 2021, outperformed the S&P 500 benchmark by 180 basis points (1.80%)

Corporate Finance Supplemental Instruction Leader

• Aug 2020 - May 2021

• Developed three weekly peer-assisted study sessions for business finance students to improve retention and success • Assisted students with mastery of course material • Encouraged collaboration between students • Developed three weekly peer-assisted study sessions for business finance students to improve retention and success • Assisted students with mastery of course material • Encouraged collaboration between students

Wealth Management Intern

• Jun 2020 - Jul 2020

• Performed securities analysis on various companies within the S&P 500 and Russell 2000 • Gathered and analyzed information from annual and quarterly reports to assess quality and valuation • Constructed and researched multiple equity strategies: Multicap, Smallcap, Dividends • Performed securities analysis on various companies within the S&P 500 and Russell 2000 • Gathered and analyzed information from annual and quarterly reports to assess quality and valuation • Constructed and researched multiple equity strategies: Multicap, Smallcap, Dividends