Assistant Portfolio Manager

• Jul 2022 - Present

Investment Analyst

• Jul 2021 - Jul 2022

• Quantitative and fundamental analyst for a concentrated long-only portfolio of public equity securities, focused on Consumer, Software, Payments, and Healthcare.• Monitor and identify industries and companies with stellar cashflow characteristics and growth prospects trading at attractive prices with limited downside.• Research and monitor private companies and takeover candidates for investment opportunities.• Build and maintain research repository, valuation models, and quantitative studies on portfolio optimization for our investable universe of ~50 stocks.• Advise 7 HNW clients representing $100M+ of AUM on investments, tax, and retirement. Show less

Analyst at Axtria

• Jul 2020 - Jun 2021

• Provided proprietary data insights to 14 teams through cloud-based SaaS platform documenting sales performance and patient analytics for life sciences and pharmaceutical companies. • Developed and maintained optimization models and regression analyses for sales teams. • Worked with multiple teams daily for project management and regulatory data cleaning. • Provided proprietary data insights to 14 teams through cloud-based SaaS platform documenting sales performance and patient analytics for life sciences and pharmaceutical companies. • Developed and maintained optimization models and regression analyses for sales teams. • Worked with multiple teams daily for project management and regulatory data cleaning.

Student Athlete Support Services Office (SASSO) Tutor

• Sep 2018 - Mar 2020

Trading/Financial Analyst Intern

• May 2019 - Aug 2019

• Conducted analyses of IPOs to help our financial advisors allocate to new offerings. • Conducted analyses of IPOs to help our financial advisors allocate to new offerings.

Operations Intern

• May 2018 - Aug 2018

• Operated direct business movements through the back end of a broker/dealer. • Operated direct business movements through the back end of a broker/dealer.