Analyst

• Jun 2023 - Present

Lifetime Member

• Mar 2023 - Jun 2023

BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB). BGS recognizes and honors the top 10% of undergraduate students, top 20% of graduate students and all doctoral candidates from around the world in business schools accredited by The Association to Advance Collegiate Schools of Business (AACSB).

Member

• Feb 2021 - May 2023

• Supported club in continuing tremendous returns of 46% since 2019 with $45k portfolio • Created equity positions of $1,000-$2,000 with group of new members • Responsible for two new member examinations to test market understanding and stock valuation aptitude • Supported club in continuing tremendous returns of 46% since 2019 with $45k portfolio • Created equity positions of $1,000-$2,000 with group of new members • Responsible for two new member examinations to test market understanding and stock valuation aptitude

Financial Planning and Analysis Intern

• Jun 2022 - Aug 2022

• Managed Health Benefit Account sales pricing and weekly business reviews for the business development team • Modeled pricing for 60+ HBA deals, amounting to over $5M in Optum revenue • Created a detailed cost tree for executive leadership and identified areas for improvement amongst business operations • Consolidated financials for monthly reporting and hosted reviews with business segments for 8+4 forecast planning • Managed Health Benefit Account sales pricing and weekly business reviews for the business development team • Modeled pricing for 60+ HBA deals, amounting to over $5M in Optum revenue • Created a detailed cost tree for executive leadership and identified areas for improvement amongst business operations • Consolidated financials for monthly reporting and hosted reviews with business segments for 8+4 forecast planning

President

• Nov 2020 - Nov 2021

• Elected by 90-man organization to manage, oversee, and lead chapter in pursuing meaningful goals • Management, oversight, and budgeting of $200k+ to reduce prior debt obligations by 20% • Aligned member goals to achieve international chapter recognition for "Top Recruitment" and "Most Improved Alumni" for 2021 • Elected by 90-man organization to manage, oversee, and lead chapter in pursuing meaningful goals • Management, oversight, and budgeting of $200k+ to reduce prior debt obligations by 20% • Aligned member goals to achieve international chapter recognition for "Top Recruitment" and "Most Improved Alumni" for 2021

Financial Planning and Analysis Intern

• Jun 2021 - Aug 2021

• Evaluated 650+ Health Savings Account providers and created recommendations for future M&A targeting • Uncovered a common custodian among Health Savings Account credit unions which allowed the business to pursue the acquisition of a significant amount of HSA market share • Assessed Optum's ~1.2 million disassociated accounts population and created trends for investment, product, and marketing utilization • Collaborated with finance team in allocating expenses, monthly reporting, and forecasting Show less

Undergraduate Assistant

• Aug 2020 - Oct 2020

• Responsible for planning and leading biweekly lessons for 20 undergraduate business students • Collaborated with professors in planning lessons and formulating new material for students • Discovered new ways to acclimate students in a virtual COVID setting, motivating students feel comfortable and willing to participate with equivalent enthusiasm as past years • Responsible for planning and leading biweekly lessons for 20 undergraduate business students • Collaborated with professors in planning lessons and formulating new material for students • Discovered new ways to acclimate students in a virtual COVID setting, motivating students feel comfortable and willing to participate with equivalent enthusiasm as past years

Research Intern

• Jun 2020 - Aug 2020

• Led product pricing for subsidiary, STSFit, to create a competitive business by gathering and analyzing market research • Performed 100+ cold calls a week to prospect companies to build relationships and cultivate a market for wholesale product consumption • Led product pricing for subsidiary, STSFit, to create a competitive business by gathering and analyzing market research • Performed 100+ cold calls a week to prospect companies to build relationships and cultivate a market for wholesale product consumption