Experience

Whittier Trust Company

• United States
• Investment Management
• 100 - 200 Employee

• Investment Analyst

  • Jun 2022 - Present

  Analyzing companies within the Utilities Sector for our Large Cap Strategy Assisting with the management of our ESG Investment Strategy Preparing deliverables for clients and prospects

• Investment Associate

  • Feb 2021 - Present

  Covering the Utilities Sector and helping with the ESG Portfolio Assisting with managing client portfolios and relationships



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• Client Associate

  • Sep 2017 - Feb 2021

  Assisting with portfolio management and construction with the analysis of stocks and especially option positions Helping with the day to day operations and specifically on the technological aspects of the business Assisting with portfolio management and construction with the analysis of stocks and especially option positions Helping with the day to day operations and specifically on the technological aspects of the business



Wedbush Securities

• United States
• Financial Services
• 700 & Above Employee

• Sales and Trading Intern

  • Jun 2016 - Aug 2016

  Assist the sales and trading team with day to day operations Summarize research reports for Sales Team Perform ad hoc reports for managers Assist the sales and trading team with day to day operations Summarize research reports for Sales Team Perform ad hoc reports for managers



Colliers International

• United States
• Real Estate

• Data Analyst Intern

  • Dec 2015 - Jun 2016

  Helped manage contacts and properties within the CRM system. Helped manage contacts and properties within the CRM system.