Experience

Peck's Markets

• Financial Services
• 1 - 100 Employee

• Member

  • Aug 2023 - Present



UNITED METHODIST FRONTIER FOUNDATION INC

• United States
• Advertising Services

• Summer Intern

  • Jun 2023 - Aug 2023

  - Create investor reports and analyze data - Maintain organization’s investor reporting portal and contact management system - Participate in coordination and compilation of monthly portfolio evaluations and related investment data - Assist in preparing for investor and board meetings - Assist with organization of shared documents and other administrative tasks - Create investor reports and analyze data - Maintain organization’s investor reporting portal and contact management system - Participate in coordination and compilation of monthly portfolio evaluations and related investment data - Assist in preparing for investor and board meetings - Assist with organization of shared documents and other administrative tasks



Penn State Fixed Income Association

• University Park, Pennsylvania, United States

• Analyst

  • Jan 2023 - Mar 2023

  - Attended weekly educational meetings to discuss fixed income markets, led by members of Leveraged Lion Capital - Educated on Wall St. careers, fixed income fundamentals, accounting principles, valuation and DCF models, capital structures and covenants, and market research - Attended weekly educational meetings to discuss fixed income markets, led by members of Leveraged Lion Capital - Educated on Wall St. careers, fixed income fundamentals, accounting principles, valuation and DCF models, capital structures and covenants, and market research



PSH Student Investment Fund

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Oct 2022 - Dec 2022

  - Advised a $40,000 portfolio of student-managed funds - Requested weekly reports from analysts in the Energy and Materials Sectors - Attended weekly meetings to discuss market conditions and to propose entries within the Energy and Materials Sectors - Advised a $40,000 portfolio of student-managed funds - Requested weekly reports from analysts in the Energy and Materials Sectors - Attended weekly meetings to discuss market conditions and to propose entries within the Energy and Materials Sectors



Baldor Specialty Foods, Inc.

• United States
• Food and Beverage Services
• 400 - 500 Employee

• Financial Controller Assistant

  • Mar 2022 - Apr 2022

  Complied key ratios and valuations of competing companies to create spreadsheets and PowerPoints presented to the CFO. Complied key ratios and valuations of competing companies to create spreadsheets and PowerPoints presented to the CFO.