Bio
Credentials
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Bloomberg Market Concepts
Bloomberg LPMay, 2020- Apr, 2026 -
CFA Institute Investment Foundations Certificate
CFA InstituteApr, 2020- Apr, 2026 -
Excel/VBA for Creative Problem Solving
University of Colorado BoulderNov, 2018- Apr, 2026
Experience
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United States
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Investment Management
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1 - 100 Employee
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Operations Director
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Jan 2023 - Present
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Partner
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Jan 2018 - Present
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Operations Associate
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Feb 2013 - Dec 2022
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Risk Analyst
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Jul 2011 - Feb 2013
Worked with senior client managers on daily research into coverage detail and history; prepared exposures, and specifications to submit to the market and propose coverage terms and conditions to the client based on relevant risks. Daily responsibilities included contact with middle market clients, solving various client issues, in-depth contract reviews, close interaction with the Marsh team as well as providing research support to producers as an assistant on the new sales desk-"ABCD" Award Winner March 2012 - Developed a streamline approach to issuing certificates of insurance making the process more efficient and more valuable to the client
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Donnellon Environmental, LLC
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Lancaster, PA
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Intern
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Jan 2011 - May 2011
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Lancaster, PA
Provided daily assistance to Tim Donnellon (owner), helped to generate new leads and organize new client information. In depth research of laws and regulations affecting environmental insurance
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Part Time
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Sep 2010 - May 2011
Responsible for daily accounting tasks including journal entries and financial statement reviews.Designated project: To compile bank statement activity data for the past three fiscal years and speculate future trends in the activity so that the F&M Budgeting Committee could plan for future expenses.
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Sales Team Leader
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May 2010 - Aug 2010
Sales Team Leader responsible for the management and leadership of the Franklin and Marshall College sales team. Finished the internship as one of the Top 10 teams in the region; Nationally ranked in the top 75 out of 750 peers. Daily responsibilities included: visiting at least 30 companies a day. Meeting with business owners of various types of businesses in Lancaster to develop a marketing strategy that best fit the company's goals and utilized the college community. Developed strong relationships with clients during the course of the internship
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Intern
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Oct 2009 - Dec 2009
Shadowed senior management on a daily basis learning about current investment projects and prospects. Provided research for multiple investment projects across various countries and with multiple investors.
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Education
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2007 - 2011Franklin & Marshall College
BA, Business, Cum Laude -
2009 - 2009Boston University London Internship Program
Management & Finance
Suggested Services
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Industry Focus. “Financial Services”
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