Financial Strategist

• Jan 2023 - Present

Finance Manager

• Sep 2021 - Dec 2022

Investment Banking Analyst

• Apr 2021 - Sep 2021

Investment Analyst

• Jan 2018 - Jan 2019

- Aided in raising capital for a $220 million fund involving the purchasing and leasing of aircraft - Analyzed financial statements to determine the creditworthiness of airlines - Created investment presentations used to secure $60 million in investment commitments - Generated industry reports in order to recognize trends in the airline industry - Collaborated with our team to create expansion strategies for 5 of our foreign clients - Managed the sales of our client’s products and services to banks and other large institutions Show less

Advisory Fees Analyst/Compensation Group

• Jan 2017 - Dec 2017

- Processing management fee setup for advisory accounts, working with Commonwealth advisors and various third parties to ensure proper processing of advisor management fees - Providing indispensable customer service via phone and e-mail, responding to inquiries from advisors and others regarding management fees - Reconciling and resolving discrepancies in advisory management fee processing - Backing up the in-house Service Center team by answering questions, as well as investigating and resolving escalated issues - Working with the Transition team to help new advisors transfer their advisory business to Commonwealth Show less

Branch Manager

• Jan 2015 - Apr 2015

- Built a small business called Student Painters by executing all marketing, estimates, selling, public relations and oversight of the entire business - Develop essential business experience while managing project profitability, supervising production and generating business data for analysis - Quote estimates and market services to secure contracts - Recruit, train, manage and inspire up to 3 employees in the field of marketing and production - Cater to customers’ individual requests to ensure a positive and fulfilling experience Show less