Investment Team Intern

• Aug 2023 - Present

Head of Asset Management

• May 2023 - Present

Lead a team of 43 students to allocate $600,000 in capital for a long-only equity portfolio associated with the St. Petersburg Student Managed Investment Fund.

Senior Asset Management Associate

• Jan 2023 - Apr 2023

Led two analysts in performing due diligence on more than 20 US publicly listed small to mid-cap companies in pursuit of allocating $25,000 in capital.

Equity Research Analyst

• Aug 2022 - Dec 2022

Led two associates in researching/writing equity research reports for six companies within the energy and industrial sector, with an emphasis on mid to micro-cap companies.

Financial Officer | Powerlifting Club at USF

• Aug 2022 - Present

Allocate and budget $20,000 toward events and gym equipment, resulting in an increase in membership count from 80 to 420 in one year, representing a 425% increase. Manage logistics and secure national brand sponsors, like Celsius, for two powerlifting meets. The second meet generated $4,000 in revenue with a profit margin of 33%, which included 76 lifters and 142 spectators. Allocate and budget $20,000 toward events and gym equipment, resulting in an increase in membership count from 80 to 420 in one year, representing a 425% increase. Manage logistics and secure national brand sponsors, like Celsius, for two powerlifting meets. The second meet generated $4,000 in revenue with a profit margin of 33%, which included 76 lifters and 142 spectators.

U.S. Markets Intern

• Jun 2023 - Aug 2023

Accounting Intern

• May 2022 - Oct 2022

Utilized my understanding of GAAP to conduct bank reconciliations, consolidate trial balances, record journal entries, and audit line item balances for multi-million dollar companies. Utilized my understanding of GAAP to conduct bank reconciliations, consolidate trial balances, record journal entries, and audit line item balances for multi-million dollar companies.