Experience

Jaffe Tilchin Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Operations Manager

  • Apr 2021 - Present

  Supervise and facilitate all operational procedures of a 1.25-billion-dollar RIA

• Investment Advisor

  • Jun 2018 - Present

  Provide investment management services to private and institutional clients.

• Head Trader

  • Dec 2018 - Aug 2021

  Maintain all firm trading activities and workflows.

• Senior Research Associate

  • Jan 2018 - Jan 2021

  Oversee research and client service items with regard to investment management



USF Student Managed Investment Fund

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • May 2017 - Jun 2018

  -One of fourteen students selected to manage investment portfolio of $400,000. -Conducted extensive research on prospective equity positions to be selected for the fund -Constructed detailed excel-based valuation models to perform financial analysis -Prepare thorough prospectus reports to be presented to professional advisers and analysts -Maintain weekly journals covering global financial markets and news. -One of fourteen students selected to manage investment portfolio of $400,000. -Conducted extensive research on prospective equity positions to be selected for the fund -Constructed detailed excel-based valuation models to perform financial analysis -Prepare thorough prospectus reports to be presented to professional advisers and analysts -Maintain weekly journals covering global financial markets and news.



University of South Florida

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Jan 2017 - Feb 2018

  -Acted as an advisor and mentor to 35 students in which weekly programming events were facilitated. -Oversee a community that fosters the development and growth of our residents. -Developed weekly reports regarding community growth and procedural matters. -Acted as an advisor and mentor to 35 students in which weekly programming events were facilitated. -Oversee a community that fosters the development and growth of our residents. -Developed weekly reports regarding community growth and procedural matters.



USF Federal Credit Union

• United States
• Financial Services
• 1 - 100 Employee

• Executive Intern

  • May 2015 - May 2017

  -Implemented a fiscal management, literacy and training program for new employees and USF Students. -Constructed a financial model to perform analysis of indirect lending patterns -Restructured client on-boarding process to enhance member experience -Performed various operational tasks, including: loan underwriting, member services, and human resources -Implemented a fiscal management, literacy and training program for new employees and USF Students. -Constructed a financial model to perform analysis of indirect lending patterns -Restructured client on-boarding process to enhance member experience -Performed various operational tasks, including: loan underwriting, member services, and human resources


Avila Golf and Country Club
• Hospitality
• 1 - 100 Employee
• Cart Staff

  • Aug 2014 - Jan 2015