Assistant Controller

• Sep 2020 - Present

Summit Park is a Charlotte-based private investment firm focused exclusively on the lower middle market.

Senior Audit Associate

• Jul 2019 - Sep 2020

Experience in financial services: banking / capital markets

Audit Associate

• Sep 2017 - Jun 2019

Student

• Aug 2012 - Dec 2016

B.S Finance, B.S AccountingM.S. Accounting Student in the Penn State Master of Accounting Program, concurrent major in Finance.150 credit hours completed upon graduation.

Audit Intern

• Jun 2016 - Aug 2016

Treasury Management Intern

• Jun 2015 - Aug 2015

-Responsible for supporting the Treasury Management Officers covering the Washington D.C., Maryland, and Virginia territories.-Analyzed portfolios of middle market to large corporate client account structures-Researched and evaluated current customers for opportunities to maximize value through working capital and liquidity products and solutions.-Supported treasury management officers on prospective client proposals by researching and answering technical questions on banking… -Responsible for supporting the Treasury Management Officers covering the Washington D.C., Maryland, and Virginia territories.-Analyzed portfolios of middle market to large corporate client account structures-Researched and evaluated current customers for opportunities to maximize value through working capital and liquidity products and solutions.-Supported treasury management officers on prospective client proposals by researching and answering technical questions on banking services Show more Show less