Experience

Northern Trust Wealth Management

• United States
• Financial Services
• 500 - 600 Employee

• Senior Investment Associate

  • Sep 2023 - Present

  New York City Metropolitan Area

• Investment Associate

  • Sep 2022 - Sep 2023

  New York, New York, United States



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate, Investments

  • Apr 2022 - Aug 2022

  New York City Metropolitan Area

• Investment Analyst

  • Jun 2021 - Mar 2022

  New York City Metropolitan Area



Fiduciary Trust International

• United States
• Investment Management
• 300 - 400 Employee

• Investment Management Intern

  • Jun 2020 - Aug 2020

  New York, United States • Aided portfolio managers and investment associates in specific company and industry recommendations for client portfolios • Contributed to the construction of client portfolio review books • Analyzed portfolio performance across several different asset allocation strategies



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Multi-Asset Solutions Intern

  • Jun 2019 - Aug 2019

  New York, New York • Developed tactical asset allocation views for multi-asset portfolios, focusing on the following asset classes: equities, interest rates, credit, commodities and alternatives • Developed and utilized the following quantitative tools to aid in asset allocation decisions: economic regime analysis, active vs. passive strategy back testing • Created and analyzed performance risk statistics for multi-asset portfolios and ETFs



University of Richmond

• Higher Education
• 700 & Above Employee

• Orientation Advisor

  • Aug 2018 - Aug 2018

  Richmond, Virginia Area Guided the introduction of first-year students to life at the University of Richmond.



Sheehan & Company

• United States
• Accounting
• 1 - 100 Employee

• Audit Intern

  • Jun 2018 - Jul 2018

  Long Island, New York • Prepared a variety of audit engagement letters, fraud questionnaires and bank confirmations • Performed audit, compilation and review binder rollforwards • Assisted in the organization and classification of internal tax documents



Town of Oyster Bay

• United States
• Government Administration
• 100 - 200 Employee

• Summer Camp Counselor

  • Jun 2017 - Aug 2017

  Greater New York City Area Planned and Coordinated the daily activities for 30+ 7-8 year olds