Investing Analyst

• Aug 2022 - Present

Commercial Banking Analyst

• Jun 2021 - Jul 2022

- Health Care Services & Life Sciences - Credit Analyst - Technology & Disruptive Commerce Group - Credit Analyst - Health Care Services & Life Sciences - Credit Analyst - Technology & Disruptive Commerce Group - Credit Analyst

Student Managed Investment Fund Financial Sector Analyst

• Jan 2020 - May 2020

• Conduct fundamental analysis and company valuations for existing and prospective holdings using the Bloomberg Terminal • Collaborate with a select group of 20 graduate and undergraduate students to manage an equity portfolio of $2.5M • Give weekly presentations about Financial Analyst Journal articles and company fundamental analyses, resulting in a 2% portfolio weight based on personal investment thesis • Conduct fundamental analysis and company valuations for existing and prospective holdings using the Bloomberg Terminal • Collaborate with a select group of 20 graduate and undergraduate students to manage an equity portfolio of $2.5M • Give weekly presentations about Financial Analyst Journal articles and company fundamental analyses, resulting in a 2% portfolio weight based on personal investment thesis

Client Services Intern

• May 2019 - Aug 2019

• Collaborated with a team of interns to complete a master spreadsheet and update CRM with prospective RIAs and intermediaries in order to scale the business and establish relationships with new clients • Compiled data to assist the marketing team roll out a new investment software that allows OSAM clients to easily customize their portfolios to control for active/passive share, fixed income exposure, ESG concerns, etc. • Attended client meetings/group calls, as well as information sessions with the sales team and portfolio managers to obtain firsthand experience of how both the client-facing and research/investment sides of the business function • Created a comprehensive template and process to analyze over 280,000 Twitter followers and match them across accounts with similar interests in order to focus marketing efforts