Experience

JVL Wealth Strategies
• United States
• Financial Services
• 1 - 100 Employee
• Intern

  • Jan 2023 - Present


Seidman Investment Portfolio Organization

• United States
• Market Research
• 1 - 100 Employee

• Portfolio Manager

  • Dec 2021 - Present

  • Responsible for managing a group of research analysts• Provide analysts with insight and guidance for equity research and stock pitches, with the primary goals of educating the analysts and increasing portfolio value• Communicate and organize with the rest of the Executive board to not only grow our portfolio, but grow IPO

• Research Analyst

  • Aug 2021 - Jan 2022

  • Conduct quantitative and qualitative research on undervalued Small Cap equities to aid investment decisions for a $150,000 portfolio.• Work with teams on equity analysis write ups to update readers on current economic conditions and sector holdings.• Participant in Seidman IPO’s Analyst Training Program, covering financial statement analysis, ratio analysis, capital markets, macroeconomic environments, and valuation methods.



Collegiate Entrepreneurs’ Organization

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Vice President

  • Dec 2021 - Present

  • Aid the President in the formulation and execution of weekly meeting agendas• Observe the productivity of general members as well as executive board members• Maintaining and forming the CEO budget • Monitoring a $100,000 endowment fund

• Chief Financial Officer

  • Aug 2021 - Jan 2022

  • Accountable for controlling and monitoring CEO’s budget• Assess the financial feasibility of ventures within the organization• In charge of gathering accounts receivable and other outstanding funds owed to the organization• Managed a $100,000 endowment fund



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Tax-Exempt Market Intern

  • Jun 2022 - Aug 2022

  • Collected and analyzed engagement metrics for over 850 clients to identify a correlation of key drivers for services and business activity • Performed economic research on market volatility and inflation to inform content for Fidelity Investments’ webinars • Partnered with Training Leader to create surveys for 54 Managing Directors/Executives to inform development of 2023 management training modules • Compiled and analyzed client segmentation data to influence enhancement of workforce servicing model • Created a master Tax-Exempt client report for ease of analysis and evaluation by executives



Freelance

• Egypt
• Human Resources
• 1 - 100 Employee

• General Laborer

  • May 2020 - Aug 2021

  Performed construction related duties, landscaping, and painting. Performed construction related duties, landscaping, and painting.