Experience

The Zachary Group

• United States
• Insurance
• 1 - 100 Employee

• • Apr 2022 - Present

• • Jan 2021 - Apr 2022

  The Zachary Group is an Insurance Broker & Risk Management firm. My role is to facilitate growth opportunities in the business insurance sector and to provide guidance and develop customized strategies to reduce the cost of risk for business insurance clients. I also participate in the management of the existing portfolio and cultivation of acquisition opportunities.



UnitedHealth Group

• Hospitals and Health Care
• 700 & Above Employee

• Finance Manager

  • Jul 2017 - Feb 2020

  Conducted financial planning and analysis and participated in pricing for a multi-billion dollar business within UnitedHealthcare. Acted as a strategic finance partner by working cross functionally in a matrixed environment to develop competitive pricing position while seeking to ensure an economically beneficial outcome. Conducted financial planning and analysis and participated in pricing for a multi-billion dollar business within UnitedHealthcare. Acted as a strategic finance partner by working cross functionally in a matrixed environment to develop competitive pricing position while seeking to ensure an economically beneficial outcome.



TCF Bank

• Banking
• 700 & Above Employee

• • Mar 2015 - Jun 2017

• • Dec 2012 - Mar 2015

• • May 2011 - Dec 2012

  Performed financial modeling and analysis and played an integral role in the completion of the financial stress test process, annual financial plan, and monthly pro forma. Acted as a consultant by preparing and delivering presentations and engaging in discussions in order to effectively disseminate key information to Senior Leadership. Provided financial support to the business to understand risk and for strategic business initiatives.



University of St. Thomas

• United States
• Higher Education
• 700 & Above Employee

• Equity Research Analyst & Portfolio Manager

  • Sep 2015 - Aug 2016

  Conducted research and analysis on various companies, sectors, and overall economy for the purpose of managing a multi-million dollar equity portfolio. Identified investment prospects and drew awareness on key opportunities, risks, and financial performance/projections. Built financial models (three statement models, DCF, Comparable Companies) for the purpose of valuation. Engaged in investment discussions in order to disseminate analyses and make recommendations regarding acquiring, selling, and holding equity securities. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Financial Analyst

  • Aug 2009 - May 2011

  Performed financial modeling and analysis for the purpose of analyzing and forecasting loan balances, interest rates, spread rates, revenue streams, and expenses for US Bank’s credit card business; Responsible for month end close, monthly forecast, and annual plan. Performed financial modeling and analysis for the purpose of analyzing and forecasting loan balances, interest rates, spread rates, revenue streams, and expenses for US Bank’s credit card business; Responsible for month end close, monthly forecast, and annual plan.



SUPERVALU

• United States
• Wholesale
• 700 & Above Employee

• Tactical Business Analyst | Financial Analyst

  • Jan 2008 - Aug 2009

  Analyzed business development processes, drew awareness on risk, and provided the business with data driven recommendations to increase efficiency. Collaborated with Business Development teams and coordinated the execution of corporate projects that needed to meet strict deadlines. Overcame project ambiguity by developing conceptually based solutions. Analyzed business development processes, drew awareness on risk, and provided the business with data driven recommendations to increase efficiency. Collaborated with Business Development teams and coordinated the execution of corporate projects that needed to meet strict deadlines. Overcame project ambiguity by developing conceptually based solutions.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Research Analyst - Internship

  • Aug 2007 - Dec 2007