Experience

QA Wealth Management
• United States
• Financial Services
• 1 - 100 Employee
• Associate Wealth Management Advisor

  • Apr 2021 - Present

Portico Benefit Services
• United States
• Financial Services
• 100 - 200 Employee
• Treasury and Investment Analyst

  • Jun 2019 - Apr 2021

Allina Health
• United States
• Hospitals and Health Care
• 700 & Above Employee
• Treasury Analyst - Intermediate

  • Nov 2017 - Jun 2019

Wells Fargo
• United States
• Financial Services
• 700 & Above Employee
• Mortgage Claims Analyst

  • May 2017 - Oct 2017


Bison Fund

• Canada
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• External Vice President

  • Sep 2014 - Dec 2016

  Student managed investment fund primarily focused on equity analysis with emerging fixed income sector. Currently the External Vice President, along with head of Financial sector, and Technology sector. Helping develop a fixed income division, along with increasing exposure to the fund. Student managed investment fund primarily focused on equity analysis with emerging fixed income sector. Currently the External Vice President, along with head of Financial sector, and Technology sector. Helping develop a fixed income division, along with increasing exposure to the fund.



Welo Wealth Management - Cetera Advisor Networks

• United States
• Financial Services
• 1 - 100 Employee

• Internship

  • Jan 2016 - Oct 2016

  Actively learning and practicing portfolio management techniques, giving me exposure to the industry Displaying advanced equity research skills, for various asset classes Expanding array of both technical and fundamental analysis tools, to broaden analysis abilities Actively learning and practicing portfolio management techniques, giving me exposure to the industry Displaying advanced equity research skills, for various asset classes Expanding array of both technical and fundamental analysis tools, to broaden analysis abilities


Panera Bread
• United States
• Restaurants
• 700 & Above Employee
• Associate Trainer

  • Apr 2015 - Apr 2016


Abrasive Resource

• United States
• Retail Office Equipment
• 1 - 100 Employee

• Salesman

  • 2013 - 2013

  Developed proper sales techniques and excellent persuasion skills to exceeded weekly sales goals Demonstrated effective upsell techniques, which were applied regularly with customers to increase order size Honed customer communication skills through ealing with frustrated customers and dissolving tough situations Developed proper sales techniques and excellent persuasion skills to exceeded weekly sales goals Demonstrated effective upsell techniques, which were applied regularly with customers to increase order size Honed customer communication skills through ealing with frustrated customers and dissolving tough situations