Experience

Discover Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Lead Financial Analyst, Card

  • Jun 2022 - Present



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Financial Analyst, Data Analytics

  • Mar 2019 - Jun 2022



Green Bay Management Company

• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Jun 2016 - Mar 2019

  The company is a full-service single-family office. Services provided include the following: estate and tax planning, trust administration, consolidated financial reporting, asset allocation, investment management, and financial planning. • Provided proactive audience specific research and analysis for CEO and CFO. • Drove decision making through equity, portfolio, and market analysis. • Enhanced workplace industry knowledge through daily updates covering equity and venture capital investments. • Improved investment decision making by developing financial models using VBA. • Increased efficiency by creating macros to automate IRR and multiple calculations. • Projected returns resulting in conversations with external investment managers to improve performance. • Explained the risks and structure of the New Markets Tax Credit Program to determine the program’s viability. • Developed snapshots of investments based on Limited Partnership Agreements to provide the client with crucial investment information. • Created summaries of investor update calls and meetings to communicate performance expectations. Show less



Green Bay Management Company

• Financial Services
• 1 - 100 Employee

• Financial Analyst Intern

  • Jan 2016 - Apr 2016

  • Developed market research and performance analysis. • Established cap rate estimates for markets in the U.S. • Calculated and analyzed investment performance for the foundation and family office. • Developed market research and performance analysis. • Established cap rate estimates for markets in the U.S. • Calculated and analyzed investment performance for the foundation and family office.



TELOS. | Imaginatively Missional

• United States
• Non-profit Organizations

• Financial Intern

  • May 2014 - Aug 2014

  •Determined crowdfunding’s potential to increase donations through research, making recommendations for a configuration to maximize the highest value. •Active participant in Timothy Center trip to Romania; created a pivot table in Excel to monitor financials for the trip. •Helped create a unique soccer program in Romania to increase revenues for the Church and encourage diverse participation for young children. •Determined crowdfunding’s potential to increase donations through research, making recommendations for a configuration to maximize the highest value. •Active participant in Timothy Center trip to Romania; created a pivot table in Excel to monitor financials for the trip. •Helped create a unique soccer program in Romania to increase revenues for the Church and encourage diverse participation for young children.