Experience

Investment Management Workshop at Kelley School of Business

• United States
• Financial Services
• 1 - 100 Employee

• Member - Sales & Trading Track

  • Nov 2022 - Present

  One of 48 faculty-selected students engaged in a rigorous curriculum focused on developing the skills necessary for a career in Sales & Trading, Equity Research and Private Wealth Management One of 48 faculty-selected students engaged in a rigorous curriculum focused on developing the skills necessary for a career in Sales & Trading, Equity Research and Private Wealth Management



RBC

• Canada
• Banking
• 700 & Above Employee

• 2023 Global Markets Sales & Trading Summer Analyst

  • Jun 2023 - Aug 2023

  Rotated on ABS Trading and Institutional Equities Sales desks Rotated on ABS Trading and Institutional Equities Sales desks



Knall-Cohen Fund - Indiana University

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • Mar 2022 - Mar 2023

  The Knall-Cohen Fund is an endowment position in the Indiana University Foundation. David Knall and Jeff Cohen established the fund with the purpose of helping students gain experience with stock analysis • One of 58 faculty-selected members from a record applicant pool of hundreds of students to mimic the typical buy-side research analyst experience • Through financial modeling and oral presentations, participants gain insight into asset portfolio management The Knall-Cohen Fund is an endowment position in the Indiana University Foundation. David Knall and Jeff Cohen established the fund with the purpose of helping students gain experience with stock analysis • One of 58 faculty-selected members from a record applicant pool of hundreds of students to mimic the typical buy-side research analyst experience • Through financial modeling and oral presentations, participants gain insight into asset portfolio management



Stoneridge

• United States
• Transportation/Trucking/Railroad
• 700 & Above Employee

• Procurement Finance Intern

  • May 2022 - Aug 2022

  • Supported the Finance team with the financial planning and reporting process for SRI Procurement to review and analyze data • Assisted with savings signoffs with business partners, draft presentations and refine Excel templates and BI Reports as needed • Troubleshot and assisted Procurement team with models or reports as needed (Weekly Flash, Monthly PPV Variance Analysis) • Supported the Finance team with the financial planning and reporting process for SRI Procurement to review and analyze data • Assisted with savings signoffs with business partners, draft presentations and refine Excel templates and BI Reports as needed • Troubleshot and assisted Procurement team with models or reports as needed (Weekly Flash, Monthly PPV Variance Analysis)



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jul 2020 - May 2021

  • Displayed strong skill set with Microsoft applications such as PowerPoint, Excel, and Word to create tax control triangles, stock recommendations, and meeting agendas for over 250 clients with combined assets totaling over $80 million • Utilized software such as MorningStar, CRM, and Thomson Reuters to study risk assessment and prepare financial statements • Answered client phone calls and engaged with clients in a professional manner providing answers when possible • Displayed strong skill set with Microsoft applications such as PowerPoint, Excel, and Word to create tax control triangles, stock recommendations, and meeting agendas for over 250 clients with combined assets totaling over $80 million • Utilized software such as MorningStar, CRM, and Thomson Reuters to study risk assessment and prepare financial statements • Answered client phone calls and engaged with clients in a professional manner providing answers when possible