Experience

Fora Financial

• United States
• Financial Services
• 100 - 200 Employee

• Treasury Operations Analyst

  • Jan 2022 - Present



The Dolphin Green & Gold Fund, LLC.

• United States
• Investment Management
• 1 - 100 Employee

• Analyst

  • Feb 2021 - May 2021

  • Worked collaboratively with other analysts to manage a $1,000,000 portfolio (48th largest student managed fund in America). • Undertook company valuations associated with the study of potential investments utilizing Bloomberg, Capital IQ, and Morningstar. • Researched company analysis, competitive analysis, sector analysis, growth drivers, current valuation and future valuation / projections. • Utilized a discounted cash flow model to determine fair market value and a recommended stock price entry level with projected growth. • Saw capital gains upwards of $18,000 across three investments pitched to and approved by the board. Show less



Liberty Partnership Program

• Le Moyne College

• Data Analyst

  • Sep 2019 - May 2020

  • Effectively consolidated large amounts of data from seven schools in the Syracuse City School District and well over three hundred students’ information. • Developed a master dataset utilizing Microsoft Excel to be reported to the New York State Department of Education. • Effectively consolidated large amounts of data from seven schools in the Syracuse City School District and well over three hundred students’ information. • Developed a master dataset utilizing Microsoft Excel to be reported to the New York State Department of Education.



STRATHMORE-VANDERBILT COUNTRY CLUB

• United States
• Recreational Facilities
• 1 - 100 Employee

• Concessions Manager

  • Jun 2015 - Aug 2019

  • Engaged with club members to provide a positive experience and managed customer complaints. • Managed club member accounts. • Maintained a general ledger for inventory levels. • Engaged with club members to provide a positive experience and managed customer complaints. • Managed club member accounts. • Maintained a general ledger for inventory levels.