Experience

Innisfree M&A Incorporated

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analytical Researcher

  • May 2022 - Present

• Analytical Researcher

  • Oct 2017 - May 2022



FactSet

• United States
• Financial Services
• 700 & Above Employee

• Investment Management Consultant

  • Jun 2015 - Oct 2017

  • Managed 20 Investment Management and Quantitative focused clients amounting to over 300 users, several clients with over $100 billion in AUM • Assisted users in coding factors for quantitative strategies, analyzing portfolios via attribution and risk, and creating dynamic financial models utilizing FactSet codes • Maintained and developed upon client relationships • Write weekly M&A and market summaries • Managed 20 Investment Management and Quantitative focused clients amounting to over 300 users, several clients with over $100 billion in AUM • Assisted users in coding factors for quantitative strategies, analyzing portfolios via attribution and risk, and creating dynamic financial models utilizing FactSet codes • Maintained and developed upon client relationships • Write weekly M&A and market summaries



Elon University

• United States
• Higher Education
• 700 & Above Employee

• Media Services - Team Leader

  • Apr 2013 - May 2015

  • Managed the Elon University Media Services Student Employees alongside Administration • Developed creative solutions to instill better job performance and engagement • Acted as technology support to Elon University students and faculty • Aided faculty with the set-up and operation of Elon University on-campus events • Managed the Elon University Media Services Student Employees alongside Administration • Developed creative solutions to instill better job performance and engagement • Acted as technology support to Elon University students and faculty • Aided faculty with the set-up and operation of Elon University on-campus events



Graham Stetter

• Elon, NC

• Co-Founder

  • Jul 2013 - Feb 2015

  • Built and maintained e-commerce website • Created product designs with Adobe Illustrator • Developed new products to further push Graham Stetter's business • Connected with store managers/owners in order to place orders and carry our products • Obtained official licensing with several Greek Fraternal organizations • Established a brand via marketing campaigns and instruction for employed Brand Ambassadors • Built and maintained e-commerce website • Created product designs with Adobe Illustrator • Developed new products to further push Graham Stetter's business • Connected with store managers/owners in order to place orders and carry our products • Obtained official licensing with several Greek Fraternal organizations • Established a brand via marketing campaigns and instruction for employed Brand Ambassadors



Geller

• United States
• Financial Services
• 100 - 200 Employee

• Summer Associate

  • Jun 2014 - Aug 2014

  • Assisted Family Office Services Investments department -- managing clientele files, verifying reports, checking for miscalculations, and updating statements and analyses • Worked to improve and revise Excel documents • Simplified firm's financial planning model by documenting and defining all formulas and their purpose • Assisted Family Office Services Investments department -- managing clientele files, verifying reports, checking for miscalculations, and updating statements and analyses • Worked to improve and revise Excel documents • Simplified firm's financial planning model by documenting and defining all formulas and their purpose



Fox Entertainment

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Intern

  • Jun 2013 - Aug 2013

  • Shadowed department activities while team members: place orders; track future events in coordination with Sales Planning; administer and update confirmation orders; assist in acquiring programming and ratings research information. • Learned how to service Advertising agencies through sales by observing sales teams as they solve discrepancies and provide information that will allow spots to air correctly. • Learned how sales teams maximize inventory by ensuring log accuracy. • Shadowed Sales Assistants while they review logs to help resolve oversell, open time, product conflicts, separation issues and units that have been rejected due to schedule changes. • Shadowed Account Executives and learn how they negotiate deals from start to finish. Show less