Experience

The Dolphin Green & Gold Fund, LLC.

• United States
• Investment Management
• 1 - 100 Employee

• Team Lead and Senior Analyst

  • Aug 2023 - Present



Pioneer

• United States
• Financial Services
• 100 - 200 Employee

• Wealth Management Intern

  • Jun 2023 - Present

  • Meet regularly with financial advisors to learn how business is conducted. • Participate in meetings with clients to review and discuss portfolios. • Utilize industry-leading LPL Financial software and services to assist with client needs. • Execute trades and transfers in client accounts, collaborating with financial advisors. • Conduct research on financial market trends, opportunities, challenges, and outlooks. • Developing ability to tailor and allocate investments to address specific client needs. Show less



The Dolphin Green & Gold Fund, LLC.

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • Jan 2023 - May 2023

  Part of the Le Moyne College Madden School of Business finance program, this real-dollar, $1.2M portfolio is among the nation’s 50 largest student-managed funds. Responsibilities include undertaking research on potential investments, writing professional investment reports, and presenting recommendations to the board of managers, which serves as the fund’s investors. • Developed a deeper understanding of financial markets and a passion for uncovering investment opportunities. • Conducted comprehensive research, analyzing financial statements, and utilized Bloomberg, CapitalIQ, and Morningstar resources to forecast earnings and determine fair valuations. • Consistently provided valuable insights and investment recommendations to stakeholders. • Effectively communicated complex financial concepts to the board of managers, both in written reports and through dynamic presentations. Show less



Le Moyne College

• United States
• Higher Education
• 500 - 600 Employee

• Financial Operations Office Worker

  • Mar 2022 - May 2023

  • Created and established new digital format to better organize employee tax returns. • Created spreadsheets summarizing invoice expenses to aid assessment of required payments. • Keyed checks into the system to be sent to clients, ensuring accuracy on each transaction. • Ran V-reg reports, ensuring checks went to the correct payee and the proper amount was paid. • Created and established new digital format to better organize employee tax returns. • Created spreadsheets summarizing invoice expenses to aid assessment of required payments. • Keyed checks into the system to be sent to clients, ensuring accuracy on each transaction. • Ran V-reg reports, ensuring checks went to the correct payee and the proper amount was paid.



Pioneer

• United States
• Financial Services
• 100 - 200 Employee

• Commercial Credit Analyst Intern

  • May 2022 - Dec 2022

  • Reviewed financial statements and prepared financial spreads using BakerHill Advisor software. • Created cash flows for businesses and individuals to determine eligibility for commercial loans. • Underwrote commercial loans, and provided recommendations for approval, after comprehensive review of the financial standing of a company and its associated individuals. • Participated in executive board meetings to discuss credits, determine approvals, and outline necessary revisions. • Constructed an Excel spreadsheet breaking down the classification of hotels to be incorporated into a guide for use by all credit analysts. • Participated in company-hosted workshops offering a thorough understanding of the business of banking and valuable insight into the professional world. Show less



Ballston Spa National Bank

• United States
• Banking
• 100 - 200 Employee

• Seasonal Junior Credit Analyst

  • Jun 2021 - Jan 2022

  • Assessed corporate financial statements and constructed financial spreads for the purpose of evaluating an organization’s financial position. • Researched companies and analyzed their financials to construct a Vendor Analysis. • Assessed credit ratings, including evaluating the score and how it was received. • Created projects to aid senior management in evaluating Bank’s stance on commercial loans. • Assessed corporate financial statements and constructed financial spreads for the purpose of evaluating an organization’s financial position. • Researched companies and analyzed their financials to construct a Vendor Analysis. • Assessed credit ratings, including evaluating the score and how it was received. • Created projects to aid senior management in evaluating Bank’s stance on commercial loans.