Bio
Experience
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Business Consultant
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Business Consultant
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May 2022 - Present
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United States
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Financial Services
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700 & Above Employee
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Director
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Feb 2020 - Apr 2022
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Associate
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Jan 2018 - Jan 2020
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Analyst
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Jun 2015 - Dec 2017
• Member of the Global Capital & Balance Sheet Management team• Monitor the firm's exposure to risk through capital analysis• Provide weekly, monthly, and quarterly reports to management• Distribute reports to business units to evaluate capital usage
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Equity Analyst
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Aug 2014 - Dec 2014
• Actively manage Student Investment Fund • Research and present extensive reports regarding economic and specific sector outlooks• Utilize numerous financial analysis techniques to provide portfolio recommendations
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Financial Intern
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Nov 2013 - Dec 2014
• Produced annual account reviews for Advisor’s clients • Rebalanced client portfolios, using portfolio workstations, to appropriate asset allocations specified by the account purpose• Proposed trades based on financial aspirations and market conditions
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Customer Service Representative
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May 2013 - Oct 2013
• Opened and closed the store, which included counting cash drawers and making bank deposits.• Offered exceptional customer service to differentiate and promote the company brand.• Built and maintained effective relationships with co-workers and senior management.
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Education
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2011 - 2015Salisbury University
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