Experience

Capstone Asset Management Society

• United States
• Financial Services
• 1 - 100 Employee

• TMT Committee Head

  • Sep 2020 - Present

  • Manage a $530,000 multi-strategy paper portfolio containing investments such as equities, bonds, and TMT.• Traded companies based on investment ideas generated by the various committees in the organization.• Collaborated with other students to further knowledge of various asset classes and investing strategies.• Presented as a committee to the rest of the organization the need to buy certain securities that are vital to adding to the CAMS portfolio. • Manage a $530,000 multi-strategy paper portfolio containing investments such as equities, bonds, and TMT.• Traded companies based on investment ideas generated by the various committees in the organization.• Collaborated with other students to further knowledge of various asset classes and investing strategies.• Presented as a committee to the rest of the organization the need to buy certain securities that are vital to adding to the CAMS portfolio.



The Washington Trust Company

• United States
• Banking
• 300 - 400 Employee

• Retail Banker

  • May 2022 - Aug 2022

  • Work effectively with the management and support staff to establish long-term client relationships. • Provide high-quality face-to-face customer service to direct retail customers, processing transactions accurately and efficiently.• Effectively marketing products/services to existing and potential customers unique to their specific personal banking needs.• Maintain strict confidentiality in processing customers’ records and files in order to maintain client trust and confidence. • Work effectively with the management and support staff to establish long-term client relationships. • Provide high-quality face-to-face customer service to direct retail customers, processing transactions accurately and efficiently.• Effectively marketing products/services to existing and potential customers unique to their specific personal banking needs.• Maintain strict confidentiality in processing customers’ records and files in order to maintain client trust and confidence.



Delta Sigma Phi Fraternity

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Treasurer

  • Oct 2020 - Oct 2021

  • Managed a $156,000 operating budget across a non-profit organization. • Worked with committee heads and executive members to ensure that their plans are budgeted.• Worked with the Alumni Corporate Board in order to continue payments for home improvement issue’s that pop up.• Set deadlines for individuals in the organization to pay dues and cooperate with the Sergeant of Arms for members who are financially delinquent. • Managed a $156,000 operating budget across a non-profit organization. • Worked with committee heads and executive members to ensure that their plans are budgeted.• Worked with the Alumni Corporate Board in order to continue payments for home improvement issue’s that pop up.• Set deadlines for individuals in the organization to pay dues and cooperate with the Sergeant of Arms for members who are financially delinquent.



Ocean State Mercantile

• Co-Founder

  • Oct 2019 - Jun 2020



Gordon Brothers

• United States
• Financial Services
• 300 - 400 Employee

• Finance Intern

  • Nov 2019 - May 2020