Experience

JES Holdings, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Asset Manager

  • May 2021 - Present



KeyBank

• United States
• Banking
• 700 & Above Employee

• Asset Manager

  • Nov 2019 - May 2021

• Asset Manager - Analyst

  • Jun 2018 - May 2021



DST Systems

• United States
• Information Technology & Services
• 700 & Above Employee

• Trade Analyst

  • May 2017 - May 2018



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advising Intern

  • May 2016 - Aug 2016

  • Created mutual fund portfolio with 6% returns over last 10 years • Constructed retirement plans for customers possessing over $1 million in assets • Met directly with clients to review documents and discuss financial planning options • Operated wealth management software such as FocusPlan and Vision • Created mutual fund portfolio with 6% returns over last 10 years • Constructed retirement plans for customers possessing over $1 million in assets • Met directly with clients to review documents and discuss financial planning options • Operated wealth management software such as FocusPlan and Vision



INTL FC Stone

• Kansas City, Missouri Area

• Commodity Trading Intern

  • May 2014 - Aug 2014

  • Specialized in energy commodity trading division • Listened in on multi million dollar brokerage deals • Wrote daily pre and post market analyses and predictions for energy market • Learned and executed risk management techniques for million dollar market- making trades • Became well versed in the futures market • Specialized in energy commodity trading division • Listened in on multi million dollar brokerage deals • Wrote daily pre and post market analyses and predictions for energy market • Learned and executed risk management techniques for million dollar market- making trades • Became well versed in the futures market