Experience

Julex Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Trading and Operations

  • Jan 2021 - Present

  -Build quantitative investment models for option strategies and concentrated stock portfolios -Trade firm's discretionary assets -Design and maintain a holding and performance database to support compliance

• Research Analyst

  • Jan 2019 - Present

  Wellesley, MA -Provide macroeconomic research to investment team -Write white papers, create chartbooks, and produce product-specific marketing materials https://www.julexcapital.com/about-us/research-team/



MFS Investment Management

• United States
• Investment Management
• 700 & Above Employee

• Fund Treasury Contractor

  • Jun 2018 - Aug 2018

  Greater Boston Area -Support securities lending practices by evaluating the risk-level of securities on loan -Prepare monthly budgets for all major fund expense types -Use prospectuses and monthly budgets to calculate daily expenses for new class launches



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Performance, Trading, and Valuation Intern- Fund Operations, R.S.

  • Jun 2014 - Aug 2017

  Enfield, CT -Document trading variances to support audit inquires -Ensure timely and accurate In-Kind Distributions for 401(k) clients -Verify the performance of mutual fund data that was presented to customers



Babson College

• Odd Jobs

  • Sep 2014 - Jun 2017

  Worked many hourly jobs to help offset the cost of college (~10 hrs/week total) including: -Landscaping -Tutoring in local middle school -Head Resident Assistant -Game day setup for athletic department



Batter's Box

• Junior Instructor

  • Nov 2012 - Jun 2014

  -Run baseball lessons -Keep retail store presentable and handle customer sales