Finance Analyst

• Jul 2022 - Present

Finance Intern

• May 2019 - Aug 2019

• Compiled and calculated historical portfolio returns for 200 clients for company quarterly performance benchmarking report using the Morningstar investment accounting system • Analyzed financial data in Excel, identified trends, and prioritized findings for lead advisors • Created compelling graphics for client educational materials in PowerPoint • Performed research on twenty competitors using publicly available sources and compiled a report of findings to assist senior management strategic planning Show less

Head Lifeguard

• Jun 2014 - Aug 2018

• Deployed effective rescue techniques to save the lives of ten swimmers • Leveraged strong interpersonal skills to teach over 60 children various swimming strokes • Trained and managed fourteen lifeguard staff to ensure a safe pool environment for patrons • Deployed effective rescue techniques to save the lives of ten swimmers • Leveraged strong interpersonal skills to teach over 60 children various swimming strokes • Trained and managed fourteen lifeguard staff to ensure a safe pool environment for patrons