Experience

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  Kudla Dynamic Allocation Fund

  • Dayton, Ohio, United States

  • Intern

    • Feb 2024 - Present
    • Dayton, Ohio, United States

    - Kudla Dynamic Allocation Fund (KDAF) is a student-run investment portfolio at the University of Dayton that manages money on behalf of David Kudla, founder, and CIO of Mainstay Capital Management. KDAF manages approximately $2 million in AUM.

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  Flyer Enterprises

  • Dayton, Ohio, United States

  • Sales Associate

    • Feb 2023 - Present
    • Dayton, Ohio, United States

    - Flyer Enterprises is a top-ranked student-run business that generates ~$2 million annually.- Efficiently prepare and serve high-quality coffee beverages, consistently meeting or exceeding customer expectations.- Provide exceptional customer service by greeting patrons warmly, taking accurate orders, and ensuring satisfaction throughout their visit.- Assist with inventory management by monitoring stock levels, replenishing supplies as needed, and rotating perishable items to minimize waste.- Participate in ongoing training sessions to refine skills, learn new techniques, and stay updated on industry trends and best practices.

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  ESL Federal Credit Union

  • Rochester, New York, United States

  • Consumer Lending Processor Intern

    • May 2023 - Aug 2023
    • Rochester, New York, United States

    - Reviewed loan applications and documents to ensure accuracy and completeness- Prepared loan files for underwriting, ensuring all necessary documentation was included- Evaluated customer's qualifications for loans according to established guidelines- Visited bank tellers, financial consultants, and departments such as business banking and home equity to gain information on their professions and roles in the company

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  Cobblestone Creek Country Club

  • Victor, New York, United States

  • Bag Room Attendant

    • May 2022 - Aug 2022
    • Victor, New York, United States

    - Responsible for being friendly with members and ensuring excellent country club experience.- Sharpened my communication skills by frequently touching base with my manager and colleagues regarding tasks that needed to be done. - Often worked under demanding deadlines in preparation for tournaments or events.

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  Big Oak Driving Range & Golf Shop Inc

  • East Rochester, New York, United States

  • General Employee

    • May 2021 - Aug 2021
    • East Rochester, New York, United States

    - Provide exceptional customer service to golfers and patrons, offering assistance with equipment selection, fittings, and purchases to meet their individual needs.- Maintain a clean, organized, and welcoming environment within the pro shop, ensuring merchandise displays are attractive and effectively showcase products.- Coordinate and schedule golf lessons, club fittings, and other services offered by the pro shop, ensuring appointments are managed effectively and resources are allocated appropriately.- Process transactions accurately and efficiently using point-of-sale systems, including handling cash, credit cards, and gift certificates, while adhering to established procedures.