Experience

Certuity

• United States
• Financial Services
• 1 - 100 Employee

• Associate Director

  • Jul 2022 - Present

• Investment Associate

  • Aug 2021 - Jul 2022



Trillium Trading

• United States
• Capital Markets
• 100 - 200 Employee

• Equity Trader

  • Sep 2019 - Jul 2021

  • Generate profitable trades by analyzing event-driven catalysts in individual stocks, specific sectors, or major macro events in order to capture short to medium-term price inefficiencies • Run $400k in live capital to deploy for intra-day trading based on making fast analytical trading decisions, maximizing risk/reward potential, always keeping diligent rules to achieve goals • Perform extensive fundamental research of companies utilizing analysts’ equity research reports, SEC filings, legal documentation, industry data, and research tools such as Bloomberg to do in-depth analysis of individual company’s balance sheets operations Show less



Trillium Trading

• United States
• Capital Markets
• 100 - 200 Employee

• Trading Intern

  • May 2018 - Aug 2018



Flexpoint Ford

• United States
• Investment Management
• 1 - 100 Employee

• Summer Analyst

  • May 2017 - Aug 2017

  • Worked with Special Asset Fund group, creating operating models to value potential partnerships with real estate loan originators, credit services, and other financial services • Researched Wealth Management Industry to map trends in independent brokers, break-away brokers, aggregators, and wire houses to determine the market for future investments • Assisted in restructuring models of an under-performing sub-prime auto loan company in the portfolio to manage outlooks for exit opportunities Show less