Associate

• Dec 2019 - Present

Investment Analyst

• May 2018 - Jun 2019

The Endowment and Investments Team oversees the Trust’s portfolio of invested assets, which are invested by approximately 30 fund managers and custodial banks. Work included initiating and monitoring transactions, researching market trends, preparing investment notes on financial statements for annual audit, and reviewing and measuring the fund manager’s performance against the selected benchmarks. ● Advised CFO, Investments Director, and Investments Committee when tracking error and variances appeared in investment regression analyses. ● Engaged Investments Committee regarding manager recommendations to keep up with emerging market trends. ● Collaborate with Controller, CFO, Development, Legal, and Finance teams when administrating and funding new investments, redeeming from fund managers, booking unique major gifts, and producing ad-hoc reports as requested. ● Responsible for all investment earnings activity journal entries; independently utilized Unit4 enterprise software for entries. ● Maintained and reconciled internal investment income and fund manager roll forwards and cash activity workbooks for annual audit purposes. ● Oversaw $350MM of invested funds distributed across all asset classes with fund managers. Our team utilized 36 professional fund managers, investment consultants, and custodial banks in our day-to-day work.

Student Managed Investment Fund Financial Analyst, REIT Portfolio--Applied Courework

• 2017 - May 2018

Member of a 25 analyst student run fund that was responsible for investing $250,000. The fund is actively managed and our performance is measured against the MSCI US REIT (RMZ) Index. Presented a weekly sector analysis updating the fund on sub-sector movements, economic trends, individual company performance, and quarterly earnings updates. Forecasted financial statements for retail, specialty finance, and industrial REIT's to develop financial models. Research led to buy or sell recommendations according to my analysis. Utilized Bloomberg and Thompson Eikon to analyze financial data and ratios, conduct research, and view other industry analyst recommendations. ● Member of student run fund responsible for investing $250,000. Benchmarked against MSCI US REIT (RMZ) index. ● Developed and oversaw a three-analyst team responsible for retail sector coverage. ● Created and reported strategic analysis on economic trends, company and sector performance, and provided guidance regarding earnings releases to ensure relevant data was available to REIT Portfolio Analysts. ● Forecasted financial statements utilizing Excel to develop financial models (DCF, NAV, DDM) for retail, specialty finance, and industrial REIT’s. ● Utilized Bloomberg and Thomson Eikon to analyze financial data, conduct research, and to review peer analyst recommendations. ● Advised junior analysts to ensure they were prepared, organized, and had adequate knowledge to succeed in the Fund.

Senior Financial Assistant

• Sep 2016 - May 2018

Responsible for the financial management of the Research Associateship Programs, Ford Foundation Fellowship Programs, as well as the Jefferson Science Fellowship Program. Oversaw the finances for the Naval Research Laboratory Fellows and the Defense Threat Reduction Agency Fellowship programs.Completed detailed monthly, quarterly, and annual financial reporting for the laboratory staff regarding their funding statuses. Additional responsibilities included monitoring capital expenditures and burn rates for each funded fellowship program.● Responsible for the financial management of federally funded fellowship programs with awards totaling $75MM.● Managed 125 associates’ finances with monthly expenditures totaling $1.1MM including stipends, travel, salaries, and research funding.● Developed monthly and annual financial reporting for programs including current funding status, program burn rates, individual associate expenditures, and ad-hoc reports as requested by Principal Laboratory Officers.● Advised Principal Laboratory Officers regarding budgets, requests for proposals, contractual amendments, research proposals, and additional funding modifications.● Audited and verified expenses during associate tenure to ensure adherence to all federal contractual requirements.● Served as internal point of contact for supporting units including Office of the Chief Financial Officer and Office of Contracts and Grants.

Senior Program Assistant, Ocean Studies Board

• Aug 2014 - Sep 2016

Responsibilities included negotiating national hotel contracts for committee meetings and ensuring proposed budget was maintained throughout meeting process. Performed budget estimates for committee meetings and report publication while working closely with division financial officer. Maintained board and committee websites and institutional databases relating to our studies for public input and data collection.● Created budgets for committee meetings and report publication process with division financial officer.● Developed board and committee websites and maintained institutional databases relating to our studies for public input and data collection.● Negotiated hotel and catering contracts for board meetings to ensure federal budget requirements were maintained.

Program Assistant, Ocean Studies Board

• Jul 2013 - Aug 2014

Team Policy Assistant and Office Coordinator

• Jul 2011 - Jun 2013

Worked diligently and independently on many energy policy issues relating to wind, biofuels and emerging business and ventures. As Office Coordinator, utilized practical administrative skills to maintain organization and create an efficient workspace for all employees. Worked diligently and independently on many energy policy issues relating to wind, biofuels and emerging business and ventures. As Office Coordinator, utilized practical administrative skills to maintain organization and create an efficient workspace for all employees.

Coordinator

• Nov 2010 - May 2011

Monitored the status of regulations, guidance documents and various issue areas for the health policy department. Responsible for handling all correspondence with our member companies as well as third party inquiries. Provided support through preparing minutes for weekly update conference calls and bi-weekly in-person meetings. Tracked all department expenses to prepare monthly expense reports for the Health Policy Department Director. Monitored the status of regulations, guidance documents and various issue areas for the health policy department. Responsible for handling all correspondence with our member companies as well as third party inquiries. Provided support through preparing minutes for weekly update conference calls and bi-weekly in-person meetings. Tracked all department expenses to prepare monthly expense reports for the Health Policy Department Director.

Founder/Former Owner

• Jan 2004 - Dec 2010

Entrepreneurial business that created logo apparel including: T-shirts, sweatshirts, hats, decals and other various beach related apparel. I managed the financials and inventory and my partner was charged with all the creative functions including design and marketing. I played a crucial role, along with my business partner, to secure our clothing line was prominently displayed in local surf and retail shops. Entrepreneurial business that created logo apparel including: T-shirts, sweatshirts, hats, decals and other various beach related apparel. I managed the financials and inventory and my partner was charged with all the creative functions including design and marketing. I played a crucial role, along with my business partner, to secure our clothing line was prominently displayed in local surf and retail shops.

Office Intern

• May 2010 - Sep 2010

While at The Sussex Podiatry Group I scheduled patient appointments and maintained weekly travel schedules to allow the doctor to work more efficiently. Moreover, I maintained employee timesheets and met with outside medical sales representatives to be sure the practice secured the best products in the medical market. While at The Sussex Podiatry Group I scheduled patient appointments and maintained weekly travel schedules to allow the doctor to work more efficiently. Moreover, I maintained employee timesheets and met with outside medical sales representatives to be sure the practice secured the best products in the medical market.

Biological Aide & Assistant

• May 2009 - Sep 2009

I monitored public complaints and conducted geographical field inspections while compiling route guidance information for state fogging vehicles. I monitored public complaints and conducted geographical field inspections while compiling route guidance information for state fogging vehicles.

LIFEGUARD

• May 2007 - Sep 2007

I am certified in surf rescue, CPR, and First Aid. I taught ocean rescue and ocean lifesaving skills to Jr. Guards to develop their ocean awareness and ocean rescue skills for their future life-guarding endeavors. I am certified in surf rescue, CPR, and First Aid. I taught ocean rescue and ocean lifesaving skills to Jr. Guards to develop their ocean awareness and ocean rescue skills for their future life-guarding endeavors.