Experience

• 

  Maven Financial Partners

  • Dallas, Texas, United States

  • Financial Analyst

    • Nov 2022 - Present
    • Dallas, Texas, United States

• 

  BNY Mellon

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Client Associate

    • Sep 2021 - Nov 2022

    - Support multiple Senior Directors in managing $1.5B in assets across 85 relationships.- Provide clients with updates on their portfolio performance, allocation, and our thoughts on current market conditions.- Talk with clients about their financial goals and adjust our investment strategy accordingly.- Calculate fees for prospective clients by building an Excel spreadsheet to simulate our fee structures.- Coordinate with numerous internal teams to complete client requests with urgency and accuracy.

  • Data Analyst

    • Jan 2020 - Sep 2021

    - Collaborated with Business, Operations, and Technology teams on a highly visible and company-wide project.- Generated $300mm in yearly revenue by designing a system to bill for faxed trade instructions.- Documented current processes, identified potential improvements, and presented findings to project leadership.- Built detailed project management spreadsheets for use in feasibility presentations with internal stakeholders.- Volunteered for various side-projects in business continuity analysis and process improvement.

• 

  The Orange Value Fund LLC.

  • Syracuse, New York Area

  • Senior Analyst

    • Aug 2017 - May 2019
    • Syracuse, New York Area

    - Performed in-depth research and wrote investment reports on two portfolio companies and two new investment ideas.- Worked with fellow analysts to value new or continuing investments.- Mentored Junior Orange Value Fund Analysts and supervised their work.- Completed the Advanced Financial Modeling for Investment Banking course module.- Prepared presentations on new investment ideas for selected money managers.

• 

  MBIA

  • White Plains, NY

  • Internal Audit Intern

    • May 2018 - Aug 2018
    • White Plains, NY

• 

  Whitman School of Management Graduate Programs Office

  • Syracuse, New York Area

  • Student Assistant

    • May 2017 - Aug 2017
    • Syracuse, New York Area

• 

  Miles Mowers

  • Fayetteville, New York

  • Owner

    • May 2010 - Aug 2015
    • Fayetteville, New York

    Miles Mowers was a neighborhood lawn care business with yearly profits of about $1,100. In addition to lawn care, it offered year-round services including yard clean-up and snow plowing.