Member

• Aug 2020 - Present

Student Member

• Jun 2021 - Present

Student Member

• Apr 2020 - Present

Asset Management Intern

• Jun 2023 - Aug 2023

• Leveraged advanced data analysis tools such as Excel, Power BI, or Python to derive insights from large datasets and create compelling visualizations. This enhanced client decision-making processes and showcased the firm's investment expertise, demonstrating value-added perspectives. • Assisted in due diligence processes by analyzing financial statements, conducting valuation assessments, and producing comprehensive investment reports. These reports informed investment decisions and contributed to positive returns. • Presented findings and insights in a concise and compelling manner, contributing to persuasive client presentations and interactions that ultimately influenced strategic decisions. Show less

Real Estate Tax Intern

• Jan 2023 - Apr 2023

• Collaborated closely with senior advisors to perform comprehensive tax assessments for a diverse portfolio of Real Estate Investment Trusts (REITs), ensuring compliance with tax regulations while optimizing tax efficiencies. • Utilized advanced financial modeling techniques to assess the tax impact of different investment scenarios, enabling data-driven decision-making for clients seeking to maximize returns within REIT structures. • Built strong client relationships by providing personalized real estate tax advisory services, actively engaging in discussions to understand clients' objectives and tailoring tax strategies to enhance their overall investment outcomes. Show less

Orientation Leader

• Jun 2022 - Jan 2023

•Represented St John's and lead small group discussions with new students and parents while assisting in the preparation of orientation activities and materials. •Served as a positive role model for other Orientation Leaders and new students. •Completed over 60 hours of leadership training. •Represented St John's and lead small group discussions with new students and parents while assisting in the preparation of orientation activities and materials. •Served as a positive role model for other Orientation Leaders and new students. •Completed over 60 hours of leadership training.

Core Tax Intern

• Jan 2022 - Apr 2022

• Worked with senior consultants to review complex international transactions, ensuring they followed global tax rules and avoided potential double taxation issues. • Focused on helping over 8 clients with tax strategies, ensuring tax compliance, increasing post-tax profits, and providing application support to achieve the best corporate tax practices. • Worked with senior consultants to review complex international transactions, ensuring they followed global tax rules and avoided potential double taxation issues. • Focused on helping over 8 clients with tax strategies, ensuring tax compliance, increasing post-tax profits, and providing application support to achieve the best corporate tax practices.

Internal Audit Intern

• Oct 2021 - Dec 2021

• Assisted with testing of key controls in compliance with Section 404 of the Sarbanes-Oxley Act of 2002 (“SOX 404”). • Leveraged the use of Internal Audit’s documentation tool (Workiva) throughout the SOX testing process. • Communicated work status and timely escalated any issues encountered, findings or potential findings to IA Director, IA Manager and/or other IA Staff. • Assisted with testing of key controls in compliance with Section 404 of the Sarbanes-Oxley Act of 2002 (“SOX 404”). • Leveraged the use of Internal Audit’s documentation tool (Workiva) throughout the SOX testing process. • Communicated work status and timely escalated any issues encountered, findings or potential findings to IA Director, IA Manager and/or other IA Staff.

Internal Audit Intern

• May 2021 - Aug 2021

• Performed detailed audit procedures, analyzed results, and prepared recommendations for improvement when warranted. • Met with assigned business units, IT Division personnel, and external vendors to monitor IT activities and potential audit risks. Reviewed available documentation to acquire an in-depth knowledge of assigned operations. • Assisted in the development of ERIE’s annual IT audit plan and programs, including the implementation of computer-assisted audit techniques to ensure the adequacy and effectiveness of internal controls. • Conducted risk and control assessments for individual audits and worked on concurrent audits. Show less

Lead Bartender/Server

• May 2020 - Aug 2020

• Reduced inventory losses by 10% by managing our beverage inventory with innovative beverage management software. • Communicated with over 200 customers daily in order to build rapport and ensure that they become repeat customers. • Increased revenue by recommending beverage pairings to go with meals. • Memorized over 100 cocktail recipes and drink variations. • Reduced inventory losses by 10% by managing our beverage inventory with innovative beverage management software. • Communicated with over 200 customers daily in order to build rapport and ensure that they become repeat customers. • Increased revenue by recommending beverage pairings to go with meals. • Memorized over 100 cocktail recipes and drink variations.

Front Desk/Deck Supervisor

• Apr 2019 - Aug 2019

• Provided excellent customer service with a smile and positive attitude. Maintaining proper phone etiquette, operating online scheduling software, and registering new swimmers. • Work with lifeguards, instructors, and other staff to adjust and move lessons as needed. Made quick and responsible decisions to troubleshoot circumstances as they arise on pool deck and in lessons. • Maintain constant surveillance of patrons in the facility; act immediately and appropriately to secure safety of patrons in the event of emergency. Provide emergency care and treatment. Show less

Guest Services, Team Leader, Cashier

• Oct 2017 - Jun 2018

• Provide excellent customer service and beliefs in the company's mission. • Sell movie tickets and AMC gift cards to inform guests about currently featured films, policies, programs and more. • Clean and maintain the auditoriums and lobbies while controlling access to the theatre and the auditoriums. • Ensure the security of all cash, receipts, and tickets. • Employee of the Month: March • Provide excellent customer service and beliefs in the company's mission. • Sell movie tickets and AMC gift cards to inform guests about currently featured films, policies, programs and more. • Clean and maintain the auditoriums and lobbies while controlling access to the theatre and the auditoriums. • Ensure the security of all cash, receipts, and tickets. • Employee of the Month: March