Experience

Condor Capital Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Junior Financial Analyst

  • May 2023 - Present

  ⬥ Developed smart Excel sheets with error checking, data validation, and conditional formatting for tracking updates and performance for robo and alternative investment accounts, as well as changes at the fund level for alternatives ⬥ Replicated Moody’s research on excess savings and extended with most recent data for an external presentation ⬥ Compiled research from multiple sources on holdings and sectors for morning research reports ⬥ Analyzed stocks through fundamental research of company financial performance, industry outlook, product offerings, competitors, and macroeconomic factors to present at strategy and trading meetings ⬥ Reconciled accounts, analyzed return and risk data, and created charts and tables for robo advisor report ⬥ Designed a database of holdings aiming to streamline portfolio performance reporting process ⬥ Conducted research, analyzed data, and created graphs related to CPI adjusted generational wealth, population, and homeownership; published a blog about Millennials on the company website ⬥ Examined bond and equity funds to compose corporate services reports about performance, investment strategy, management tendencies, and provided insight on long-term sector and geography overweights and underweights Show less



Possible

• Australia
• Strategic Management Services
• 1 - 100 Employee

• Fellow

  • Feb 2023 - Apr 2023

  ⬥ Was 1 of just 40 students to be nominated by faculty and accepted into the RBS Career Accelerator powered by Possible, a career development program for the tech industry. ⬥ Spent over 40 hours networking and learning best practices from industry professionals in Product Management, Marketing, Sales, Engineering, Data Analytics, HR, and Operations ⬥ Developed actionable insights into the frameworks of thinking used across various functions of tech ⬥ Was 1 of just 40 students to be nominated by faculty and accepted into the RBS Career Accelerator powered by Possible, a career development program for the tech industry. ⬥ Spent over 40 hours networking and learning best practices from industry professionals in Product Management, Marketing, Sales, Engineering, Data Analytics, HR, and Operations ⬥ Developed actionable insights into the frameworks of thinking used across various functions of tech



Rutgers University–New Brunswick

• United States
• Higher Education
• 700 & Above Employee

• Information Technology Help Desk Technician

  • May 2020 - Dec 2022

  Customer Service: Provided remote and in-person technical assistance to Rutgers staff from various departments through emails, inbound calls for technological support, and on-site visits when physical troubleshooting or repairs are necessary to keep operations running smoothly Problem Solving: Troubleshot issues at user request, focused on finding solutions based on user purpose and need rather than just the reported issue, and implemented fixes after finding the root cause of the problem Communication: Patiently walked users through step-by-step process for troubleshooting and repair via emails and phone calls and followed up frequently regarding tickets that are ongoing or in progress. Teamwork: Coordinated between users and system admins for credentials, permissions, and user account issues and worked with network admins to troubleshoot internet connectivity issues and to keep port information and DNS updated for computers when they are moved so that users can access all necessary systems Show less