Business Development Specialist

• Dec 2022 - Present

Business Development Specialist

• Jan 2020 - Present

Equities Trader

• May 2018 - Present

President

• Sep 2014 - May 2018

Researched and put together presentation on how to create a successful algorithmic trading strategy as part of initiation to E-Board position Educate group of students on how to analyze and read stocks, charts, other technicalities Compete using program “ThinkOrSwim” by TD Ameritrade biweekly, where group members each receive $100,000 virtual dollars to invest in real stocks Extremely self-active in the stock market with my own portfolio by day and swing trading through Robinhood (small-large caps, ETFs), self-taught all knowledge of chart technicalities and pattern identification Show less

Finance/Accounting Intern

• May 2017 - Aug 2017

Utilized Excel and Oracle to generate daily and weekly reports for Fixed Assets team; Analyzed data from reports and presented data to supervisors and coworkers on daily and weekly basis; Created and coded Excel spreadsheet system used for identifying and tracking back-dated assets; Worked on team with other interns to analyze and create ideas for TJX’s handbag division; Assisted supervisors daily with miscellaneous tasks through Excel and Oracle Utilized Excel and Oracle to generate daily and weekly reports for Fixed Assets team; Analyzed data from reports and presented data to supervisors and coworkers on daily and weekly basis; Created and coded Excel spreadsheet system used for identifying and tracking back-dated assets; Worked on team with other interns to analyze and create ideas for TJX’s handbag division; Assisted supervisors daily with miscellaneous tasks through Excel and Oracle

Financial Representative Intern

• May 2016 - Aug 2016

Completed financial advisor training which is required for all advisors. Earned life, accident and health insurance licenses by passing Massachusetts state exams. Generated and used leads to set meetings for advisors. Observed discovery, proposal, and closing meetings between advisors and clients. Marketed by researching and booking events with sponsorship opportunities. Completed financial advisor training which is required for all advisors. Earned life, accident and health insurance licenses by passing Massachusetts state exams. Generated and used leads to set meetings for advisors. Observed discovery, proposal, and closing meetings between advisors and clients. Marketed by researching and booking events with sponsorship opportunities.

Inventory Control/Trainer/Runner

• May 2014 - Sep 2015

Managed and recorded inventory of Snack Cart at end of day using basic FIFO system Trained new employees with job duties, work expectations, and appropriate conduct Interacted with members and employees to ensure optimal experience for club members Managed and recorded inventory of Snack Cart at end of day using basic FIFO system Trained new employees with job duties, work expectations, and appropriate conduct Interacted with members and employees to ensure optimal experience for club members

Personal Finance Class Intern

• Jan 2014 - May 2014

Researched competition of other companies making wooden/fashionable sunglasses on the basis of price, location, style, quality, and variety. Explored and studied broader competition of companies in the business of designing and selling beach clothing and accessories. Created Excel spreadsheet comparing gathered data from competition with Cape Codder Sunglasses catalog and reported directly to owner/founder. Researched competition of other companies making wooden/fashionable sunglasses on the basis of price, location, style, quality, and variety. Explored and studied broader competition of companies in the business of designing and selling beach clothing and accessories. Created Excel spreadsheet comparing gathered data from competition with Cape Codder Sunglasses catalog and reported directly to owner/founder.