Experience

Private Wealth Management

• Financial Services
• 1 - 100 Employee

• Investment Operations Analyst

  • Aug 2020 - Present

• Operations Associate

  • Aug 2018 - Aug 2020



Reis Financial Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Intern

  • Sep 2017 - Apr 2018



Tocqueville Asset Management

• Investment Management
• 1 - 100 Employee

• Summer Equity Analyst Intern

  • Jun 2017 - Jul 2017

  • Assisted portfolio managers and analysts in equity research • Performed basic company analysis, which included writing a description of a company, suppliers, competitors, industry, etc. • Learned essentials of basic financial analysis • Hands-on participation ranging from internal preliminary discussions, to attending meetings/phone calls with various executives, to attending investment committee meetings • Assisted portfolio managers and analysts in equity research • Performed basic company analysis, which included writing a description of a company, suppliers, competitors, industry, etc. • Learned essentials of basic financial analysis • Hands-on participation ranging from internal preliminary discussions, to attending meetings/phone calls with various executives, to attending investment committee meetings



High Wealth Management, LLC

• Appleton, Wisconsin

• Finance and Investment Intern

  • Mar 2017 - May 2017

  • Evaluate external portfolio manager’s performance relative to a benchmark • Recommend new portfolio managers or asset allocation based on a client’s risk objectives • Utilize financial planning software to seek out gaps in an individual’s financial plan • Evaluate external portfolio manager’s performance relative to a benchmark • Recommend new portfolio managers or asset allocation based on a client’s risk objectives • Utilize financial planning software to seek out gaps in an individual’s financial plan