Experience

HRC Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Internal Sales Director

  • Jun 2023 - Present



Roger Williams University Mario J. Gabelli School of Business

• United States
• Higher Education
• 1 - 100 Employee

• Portfolio Manager - Center for Advanced Financial Education

  • Jan 2023 - May 2023

  Actively managed the CAFE Growth Fund concentrating on fundamental profitability ratios, performance, and risk metrics Oversaw and developed trades, strategies, and weightings presented by analysts in efforts to generate alphaConstructed weekly PM reports that summarized overall performance of CAFE Growth Fund displaying equity analysis, economic recap, and PM recommendations which were sent to the board of directors for evaluation.

• Equity Analyst / Student Fund Manager - Center for Advanced Financial Education

  • Jun 2022 - Jan 2023

  Manage four real-dollar portfolios with specific Objectives: Growth, Value, ESG, and Best IdeasSector Analyst for the Technology, Health Care, Communication Services, Consumer Discretionary, Consumer Staples, Industrials, and Energy Sectors. Actively screened for equities to be pitched for one of the CAFE’s 4 real-dollar portfolios.Utilized Financial Statement analysis, Behavioral analysis, Equity valuation, Technical analysis, and Fundamental analysis to construct thorough pitches to be presented to the management team. Show less



Santa Buckley Energy, Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Sales Intern

  • May 2021 - Aug 2021