Experience

Laffer Tengler Investments

• United States
• Investment Management
• 1 - 100 Employee

• Investment Associate

  • Mar 2022 - Nov 2023

  Scottsdale, Arizona, United States Investment Associate at boutique asset management firm with direct involvement in holistic organizational functions, with responsibilities encompassing investment analytics, client asset allocation, data management, marketing support, direct client contact, compliance, and operations.



UWEC Investment Strategy (Fin 339/439)

• United States
• Financial Services

• Vice President

  • May 2021 - Dec 2021

  Managed and informed two teams of Junior Analysts covering the Energy, Materials, and Industrials sectors of the S&P 500. Lead buy-side research efforts in combination with Junior Analysts to actively manage two separate, long-only investment portfolios totaling ~$400,000. Worked in coordination with other VPs and Board of Directors to conduct trades. Contributed to weekly market updates circulated to all members of the program. Helped drive management discussion section of a mock earnings call… Show more Managed and informed two teams of Junior Analysts covering the Energy, Materials, and Industrials sectors of the S&P 500. Lead buy-side research efforts in combination with Junior Analysts to actively manage two separate, long-only investment portfolios totaling ~$400,000. Worked in coordination with other VPs and Board of Directors to conduct trades. Contributed to weekly market updates circulated to all members of the program. Helped drive management discussion section of a mock earnings call with Richard Johnson, CEO of Foot Locker (ticker: FL).

• Junior Analyst

  • Jan 2021 - May 2021

  Selected via a merit-based, application driven process to be admitted into the program to manage two investment portfolios totaling ~$400,000. Covered energy sector research. Pitched Diamondback Energy (Ticker: FANG) and Williams Cos. (Ticker: WMB) to board of directors, resulting in 3% portfolio allocation to Diamondback. Utilized a top-down investment approach to actively manage fund portfolios. Conducted fundamentally-driven, sector-specific research to inform buy-side decisions.



Highland Money Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Operations Intern

  • May 2021 - Sep 2021

  East Bethel, Minnesota, United States



Lee Beverage Of Wisconsin

• United States
• Wholesale
• 1 - 100 Employee

• Night Pick Team Member

  • May 2020 - May 2021

  Eau Claire, Wisconsin, United States



Golf Galaxy

• United States
• Retail
• 700 & Above Employee

• Golf Sales Associate

  • Jun 2018 - Apr 2020

  Roseville, Minnesota, United States



DICK'S Sporting Goods

• United States
• Retail
• 300 - 400 Employee

• Golf Sales Associate

  • Jan 2017 - Jun 2018