Bio
Credentials
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SAS Business Intelligence Certificate
SASMay, 2020- May, 2026 -
Bloomberg Market Concepts
Bloomberg LPMar, 2019- May, 2026
Experience
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United States
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Financial Services
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700 & Above Employee
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Private Asset Management Investment Liaison
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Feb 2023 - Present
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Private Asset Management Associate Analyst
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Jun 2022 - Feb 2023
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Senior Global Client & Investment Reporting Specialist
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Jun 2021 - Jun 2022
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Global Client & Investment Reporting Specialist
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May 2020 - Jun 2021
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Global Client and Investment Reporting Intern
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May 2019 - May 2020
- Responsible for peer reviewing and producing investment reports.- Improved reporting documentation and process resulting in a decrease in turnaround time and an. increase in report quality.- Gained investment, financial, and retirement plan knowledge through online learning tools.- Offered extension of internship opportunity throughout the school year and an expanded role to work on a project to improve reporting efficiency.
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The Madison Consulting Group
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Greater New York City Area
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Marketing and Social Media Specialist
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Jan 2019 - May 2019
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Greater New York City Area
- I generated new content, managed, and analyzed all social media.- Improved the website’s functionality and increased social media engagement.
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Loyola University Maryland Writing Center
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Baltimore, Maryland
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Writing Tutor
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Sep 2017 - May 2019
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Baltimore, Maryland
-Strategize with peers to improve writing ability.-Work with peers to drafting, revision, and working on grammar.
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The Madison Consulting Group
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Greater New York City Area
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Business Development and Marketing Intern
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May 2018 - Aug 2018
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Greater New York City Area
- Developed marketing strategies and identified new delivery channels for training content to improve competitive position to accelerate growth.- Held client interviews, observed training workshops, and worked with team to diagnose unmet needs.
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Loyola University Maryland
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Walt Disney World, Florida
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Participant
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Jan 2018 - Mar 2018
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Walt Disney World, Florida
-Undertook a Loyola led study tour in Customer Experience management at Disney World-Observed leadership qualities that Disney promotes to create a culture of exceptional quality service-Learned how Disney differentiates themselves through their customer experience
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Self-Employed
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Simsbury, CT
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Caretaker
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Jun 2017 - Aug 2017
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Simsbury, CT
-Full-time babysitter for two brothers aged six and ten on weekdays.-Planned activities and drove to various camps.-Meal-prep and time management.
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Stop & Shop
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Simsbury, CT
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Cashier
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May 2016 - Aug 2016
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Simsbury, CT
-Ensured a positive customer experience by providing a welcoming environment, handling transactions, and bagging groceries in a timely manner.-Worked with team to delegate duties to be completed.-Maintained the cleanliness and orderliness of the store.-Guaranteed that the store was stocked with shopping carts and that the bottle-return room was in proper working condition.
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Avon High School
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Avon, CT
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Assistant to Internship Coordinator
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May 2015 - Sep 2015
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Avon, CT
-Marketed to and contacted future employers for internships by emphasizing the value and success of current and past current internships and highlighting contributing companies on social media.-Created and managed a Facebook page which encouraged students and parents to pursue internships and generated excitement for the program.-Communicated important information to interns through emails and stored/organized data into spreadsheets and charts to better examine what types of internships were being requested and which businesses were available for internships.
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Education
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2016 - 2020Loyola University Maryland Sellinger School of Business and Management
Bachelor of Business Administration - BBA, Major concentration in Finance and minor concentration in Information Systems -
2018 - 2019University College Cork
Study Abroad -
2012 - 2016Avon High School
GPA 3.54
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