Experience

The Dolphin Green & Gold Fund, LLC.

• United States
• Investment Management
• 1 - 100 Employee

• Team Leader/ Senior Analyst

  • May 2023 - Present

• Equity Research Analyst

  • Jan 2023 - May 2023

  - The fund is part of the Madden School of Business Finance program and brings together academic study, investment research and investment management in a real dollar student managed fund. Students manage a $1,200,000 portfolio (48th largest student managed fund in America) by undertaking research on potential investments and writing professional investment reports which they present to the Board of Managers who are the investors in the fund.



Jack’s Lawn Care

• United States
• Facilities Services

• Owner/Operator

  • May 2022 - Oct 2023

  - Managed up to 25 residential lawns ensuring clients full satisfaction with service - Gained business experience such as advertising, pricing, customer service, and collecting payments



Equitable

• Canada
• Insurance
• 200 - 300 Employee

• Financial Planning Intern

  • May 2022 - Aug 2022

  Syracuse, New York, United States - Analyzed accounts on Morning Star and Asset Map (client’s revenue, expenses, assets, etc.) - Cold called potential clients to set meetings for Financial Advisors - Sat in on meetings with current and potential clients discussing financial planning to help clients reach their financial goals


Town of Geddes
• Government Administration
• 1 - 100 Employee
• Recreation Attendant

  • Oct 2019 - Apr 2022