Experience

WealthShield, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Research

  • Jul 2021 - Present

• Research Analyst

  • Apr 2019 - Jul 2021



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Equity Research Associate Director

  • Oct 2017 - Mar 2019

  Master Limited Partnerships

• Equity Research Associate Analyst

  • Feb 2016 - Sep 2017

  Marine Transport and Refining



Evalueserve

• Switzerland
• IT Services and IT Consulting
• 700 & Above Employee

• Equity Research Associate

  • May 2015 - Feb 2016



University of North Carolina at Charlotte

• United States
• Higher Education
• 700 & Above Employee

• Consumer Sector Analyst and Risk Management Officer

  • Aug 2014 - Apr 2015

  Manage a $330,000 portion of the UNCC endowment fund with 12 other students.As a risk management officer I analyze the portfolio on a monthly basis to assertion performance attribution of the sector and security selections. Quants help guide sector allocation decisions and also provide mathematical support for the funds periodic long/short market risk-neutral positions. Manage a $330,000 portion of the UNCC endowment fund with 12 other students.As a risk management officer I analyze the portfolio on a monthly basis to assertion performance attribution of the sector and security selections. Quants help guide sector allocation decisions and also provide mathematical support for the funds periodic long/short market risk-neutral positions.



CFA Institute

• United States
• Financial Services
• 700 & Above Employee

• Equity Research Analyst Competitor

  • Oct 2014 - Feb 2015



Emerald Asset Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Research Analyst

  • Jun 2014 - Aug 2014

  • Conducted research on securities, indices, sectors, and historical patterns during rallies, recessions and severe market declines• Constructed presentations and charts for market forecasts based on macroeconomic analysis such as leading components of GDP and corporate profit margins using FRED• Assisted in the development of hedging, indexing, index rotation, and momentum trading strategies using qualitative, quantitative, statistical, technical, and behavioral analysis• Prepared and presented security analysis presentations• Utilized Microsoft Excel throughout duration of the internship while building DDM and DCF models, and running regressions, correlations, what-if analysis, and if/then analysis• Developed company fact sheets, performance reports, and pitch books for prospective clients and advisors • Conducted SWOT analysis of major competitors• Worked with Thompson Database to retrieve data, build models, and do intensive research