Financial Sector and Fixed Income Analyst

• Apr 2023 - Present

Oversee performance and design of new investment strategies regarding the club financial sector and fixed income holdings. Provide sector updates as well as overall market updates. Responsible for appropriate portfolio allocation concerning financial/fixed income securities

Member

• Sep 2021 - Apr 2023

Society of Alumni Executive Committee Delegate

• May 2021 - Present

-Selected as the first ever sixth form delegate to Canterbury School’s Society of Alumni Executive Committee (SOAEC) -5 year position -Attend quarterly SOAEC meetings -Promote alumni events -Responsible for Class of 2021 engagement with the school -Coordinate fundraising for Alumni events -Selected as the first ever sixth form delegate to Canterbury School’s Society of Alumni Executive Committee (SOAEC) -5 year position -Attend quarterly SOAEC meetings -Promote alumni events -Responsible for Class of 2021 engagement with the school -Coordinate fundraising for Alumni events

Wealth Management Intern

• Jun 2023 - Aug 2023

Asset Management: Actively engage in research to complete a quarterly investment committee meeting report, which analyzes the performance of current portfolios and assesses the viability of new holdings to be added to portfolios. Monitor investments to ensure they still meet our investment criteria. Financial Communication: Develop actionable social media content to promote the firm’s brand and integrated marketing approach. Leverage digital media metrics to create actionable data for advisor use. Financial Research: Use Morningstar Advisor Workstation, Orion Advisor, and Riskalyze to assist in maintaining asset allocations, model portfolio, and hypothetical portfolios for new and existing clients. Also, use Morningstar to actively engage in research to help advisors make portfolio decisions for clients. Operations & Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes and maintain securities database. Show less

2023 Virtual Insight Series

• May 2023 - Jun 2023

Selected out of 10,000+ applicants for a 4 week program focused on building networking skills, resume building, interview skills, and an in depth understanding of the different divisions of Goldman Sachs Selected out of 10,000+ applicants for a 4 week program focused on building networking skills, resume building, interview skills, and an in depth understanding of the different divisions of Goldman Sachs

Training the Street Finance Workshop

• Mar 2023 - Mar 2023

Participated in a 2 day, 10-hour workshop exploring the fundamentals of valuation techniques including public comparables analysis, acquisition comparables analysis, and discounted cash flow analysis. Developed financial modeling skill through hands-on construction of a DCF model using Excel Participated in a 2 day, 10-hour workshop exploring the fundamentals of valuation techniques including public comparables analysis, acquisition comparables analysis, and discounted cash flow analysis. Developed financial modeling skill through hands-on construction of a DCF model using Excel

Head of Kitchen Staff

• Jun 2020 - Aug 2022

-Worked as the head chef -Oversaw all kitchen needs operations including but not limited to cooking, frying, cleaning, restocking, counting money, in addition to mentoring and teaching the less experienced workers how to do the job successfully and independently-Liaison between kitchen staff workers and club management

Maintenance/Kitchen Worker/Cashier

• Jun 2019 - Jun 2020

-Entry level position -Learned to work the cash register and basics of grill/fryer-Dealt directly with customers as a cashier -Was responsible for maintaining the cleanliness of the club throughout my shift as well as a final clean after the club closed for the days