Creighton University Portfolio Practicum Investment Analyst

• Aug 2023 - Present

• Manage $10 million Creighton University Endowment portfolio with 20 other colleagues • Research and present buy/sell recommendations across large-cap equities using fundamental analysis for the Industrials sector • Manage $10 million Creighton University Endowment portfolio with 20 other colleagues • Research and present buy/sell recommendations across large-cap equities using fundamental analysis for the Industrials sector

Financial Planning Analyst

• May 2023 - Present

• Perform retirement simulations for 4-5 clients weekly ranging from $500k-$10Mn net worth • Illustrated proposed and in-force base, overfunded, and institutional life insurance policies • Audited external client investment statements and ran comparisons with company portfolios • Collaborated with team members to provide holistic financial planning to clients • Perform retirement simulations for 4-5 clients weekly ranging from $500k-$10Mn net worth • Illustrated proposed and in-force base, overfunded, and institutional life insurance policies • Audited external client investment statements and ran comparisons with company portfolios • Collaborated with team members to provide holistic financial planning to clients

Product Development Intern

• Jan 2023 - May 2023

• Perform product development research and system integration of mobile banking applications for the largest privately owned bank in the U.S. • Perform product development research and system integration of mobile banking applications for the largest privately owned bank in the U.S.

Data Delivery & Visualization

• May 2022 - Apr 2023

• Utilize Tableau to display various types of data focusing on transportation and optimization • Present compressed transportation metrics and solutions to operating and c-suite level management • Engage in an agile product development strategy to efficiently complete projects within the data team • Modify Excel spreadsheets and Tableau dashboards to cater to directors’ and supervisors’ needs across departments • Utilize Tableau to display various types of data focusing on transportation and optimization • Present compressed transportation metrics and solutions to operating and c-suite level management • Engage in an agile product development strategy to efficiently complete projects within the data team • Modify Excel spreadsheets and Tableau dashboards to cater to directors’ and supervisors’ needs across departments

Investment Services Intern

• Sep 2021 - May 2022

• Handled 30-45 calls daily to serve clients’ needs and received 100% customer satisfaction scores from all client surveys • Explained stock market fundamentals and provided possible routes of action to clients • Reviewed and evaluate previous phone calls with management to optimize future call performance • Remained within the scope of my training and certifications when discussing economic issues • Handled 30-45 calls daily to serve clients’ needs and received 100% customer satisfaction scores from all client surveys • Explained stock market fundamentals and provided possible routes of action to clients • Reviewed and evaluate previous phone calls with management to optimize future call performance • Remained within the scope of my training and certifications when discussing economic issues

Executive Team Member

• May 2021 - Dec 2021

Scholarship Chair: Monitor and support fraternity member's academics -Report final grades to governing bodies Discipline Chair: Assess and determine consequences for member's actions Scholarship Chair: Monitor and support fraternity member's academics -Report final grades to governing bodies Discipline Chair: Assess and determine consequences for member's actions

Bank Teller

• May 2021 - Aug 2021

• Accurately and efficiently performed financial transactions via telephone and in-person interactions • Provided confidential information strictly to valid customers and appropriate team members • Verified vault balances and developed adequate paperwork for ratification • Accurately and efficiently performed financial transactions via telephone and in-person interactions • Provided confidential information strictly to valid customers and appropriate team members • Verified vault balances and developed adequate paperwork for ratification

Customer Service Representative

• Apr 2020 - Aug 2021

• Displayed attention to detail when reconciling storewide inventory in a collaborative team environment • Diffused customer complaints with composure and a resolution-focused mindset • Displayed attention to detail when reconciling storewide inventory in a collaborative team environment • Diffused customer complaints with composure and a resolution-focused mindset

Social Media Assistant

• Aug 2020 - Dec 2020