Investment Analyst

• May 2020 - Present

Investment advisory services are offered through KLK Capital Management, LLC., an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. None of the entities listed are affiliated, and neither provides legal or tax advice. This site is published for residents of the United States only. Representatives of entities listed may only conduct business with residents of the states and jurisdictions they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at compliance@mshowells.com. Check the background of the investment professional on FINRA’s https://brokercheck.finra.org/ Show less

Relationship Banker

• Jul 2019 - May 2020

Finance Intern

• Jun 2018 - 2018

Developed financial valuation models, conducted financial statement analysis, and generated earnings projections used by senior-level managers in investment decision-making Maintained market intelligence system, analyzed industry trends, and provided ongoing monitoring of various industries including financial services, healthcare, oil & gas, etc. Worked closely with top-level professional advisors and acquired a cornucopia of information on private equity firms, hedge fund, venture capital sources, high net-worth individuals and family offices Produced market summaries on daily economic and political events as well as developed corresponding stock pitch based on such macro trends Show less

Asset Management Intern

• Jun 2017 - Aug 2017

Assisted in developing risk-reduction and investment-diversification strategies for managed client portfolios Screened over 10,000 equity, fixed-income, ETF, and derivatives securities for investment suitability Aggregated data sets from various databases including Bloomberg, Capital IQ, and Thomson One for use in ad-hoc analysis Assisted in developing risk-reduction and investment-diversification strategies for managed client portfolios Screened over 10,000 equity, fixed-income, ETF, and derivatives securities for investment suitability Aggregated data sets from various databases including Bloomberg, Capital IQ, and Thomson One for use in ad-hoc analysis