Experience

Flynn Financial Partners, Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Investment Services & Support Associate

  • Sep 2019 - Present

  Greater New York City Area • Streamlined 401(k) investment lineup reviews to support growth from 28 to 71 plans and over $370 million in assets. • Collaborated with CIO to manage investment model program and wrote monthly client–facing updates. • Oversaw the transition of a $100 million book of business into the model program by creating investment proposals. • Traveled across the country to due diligence meetings with fund companies managing securities in our model portfolios. • Handled fixed-income and… Show more • Streamlined 401(k) investment lineup reviews to support growth from 28 to 71 plans and over $370 million in assets. • Collaborated with CIO to manage investment model program and wrote monthly client–facing updates. • Oversaw the transition of a $100 million book of business into the model program by creating investment proposals. • Traveled across the country to due diligence meetings with fund companies managing securities in our model portfolios. • Handled fixed-income and equity trading across over 3,000 individual, institutional, and municipal accounts. Show less



Heritage Holding

• Financial Services
• 1 - 100 Employee

• Private Equity Intern

  • Jul 2019 - Sep 2019

  Greater Boston Area • Sourced potential target firms in targeted sub-sectors based on firm's investment characteristics. • Created databases of potential targets and updated firm's investment pipeline. • Spoke with brokers to communicate firm's history, access to capital, and interest in client company. • Analyzed NDAs and CIMs from broker regarding target firms. • Investigated financial statements of private firms in due diligence process.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Summer Analyst

  • Jun 2018 - Aug 2018

  Greater Boston Area • Managed balance sheets of wealthy individuals and family offices. • Analyzed asset allocations with respect to the client’s goals, investing timeline, and risk appetite. • Created meeting decks for prospective clients to communicate the firm’s value & unique offerings. • Updated performance and asset allocations for current clients. • Summarized weekly firmwide calls outlining funds available to clients of the investors & bankers. • Developed advanced knowledge of Excel… Show more • Managed balance sheets of wealthy individuals and family offices. • Analyzed asset allocations with respect to the client’s goals, investing timeline, and risk appetite. • Created meeting decks for prospective clients to communicate the firm’s value & unique offerings. • Updated performance and asset allocations for current clients. • Summarized weekly firmwide calls outlining funds available to clients of the investors & bankers. • Developed advanced knowledge of Excel, PowerPoint, and PDF to create and update books. Show less



Baroo HQ

• Summer Financial Analyst Intern

  • May 2017 - Aug 2017

  Boston, Massachusetts • Summarized excel analysis of weekly financial performance for tech-based pet services start-up. • Created advanced financial (excel) models to track performance and growth of firm. • Collaborated directly with CEO and COO to provide financial and operational reports for investors. • Developed expansion strategies for firm based on statistical analysis of customer demographics. • Utilized other departments to complete projects for investor meetings with strict deadlines… Show more • Summarized excel analysis of weekly financial performance for tech-based pet services start-up. • Created advanced financial (excel) models to track performance and growth of firm. • Collaborated directly with CEO and COO to provide financial and operational reports for investors. • Developed expansion strategies for firm based on statistical analysis of customer demographics. • Utilized other departments to complete projects for investor meetings with strict deadlines. • Compiled several data sources into a master spreadsheet that could be updated easily each week. • Presented findings in weekly conferences over phone with general managers of each market. Show less



Viking Sports

• United States
• Spectator Sports
• 1 - 100 Employee

• Camp Counselor

  • May 2016 - Aug 2016

  Brookline, MA



Wakefield Soccer Academy

• Soccer Camp Assistant Instructor

  • Jun 2015 - Aug 2015

  Wakefield, MA Helped former varsity coach run training sessions for youth players. Worked with middle school students ages 10-14.



Wakefield Little League

• Little League Umpire

  • Apr 2014 - Aug 2014

  Wakefield, MA Worked competitive little league games among children ages 8-12.