Investment Analyst

• Apr 2021 - Present

• Responsible for conducting market and industry research, analyzing various companies and providing detailed equity reports with valid investment theses. Prepared and presented stock pitches using a DCF approach.• Our student investment team manages $500,000 of the university’s endowment fund, utilizing a value-investing approach while focusing on Canadian and U.S. based equities. • Responsible for conducting market and industry research, analyzing various companies and providing detailed equity reports with valid investment theses. Prepared and presented stock pitches using a DCF approach.• Our student investment team manages $500,000 of the university’s endowment fund, utilizing a value-investing approach while focusing on Canadian and U.S. based equities.

Client Advisor

• May 2021 - Present

• Serve clients by delivering exceptional service through needs-based conversations, providing tailored financial advice and solutions to all clientele. Motivated to help our clients thrive and our communities prosper through sustainable growth.• Contributed to team sales results, by recognizing opportunities to offer additional information where needed in a professional setting, resulting in a 20% increase in total sales volume equalling over $6.4Million of written and referred business, significantly exceeding our communities ADCR goal.

2021 CFA Investment Research Challenge

• Oct 2021 - Present

• Team captain gaining real-world experience in professional ethics, analytical valuation, report writing, and presentation skills in the role of a captain research analyst. Developing my CFA related knowledge and decision to pursue the credential within the next 12 months. • Team captain gaining real-world experience in professional ethics, analytical valuation, report writing, and presentation skills in the role of a captain research analyst. Developing my CFA related knowledge and decision to pursue the credential within the next 12 months.

2021 CME - University Commodity Trading Challenge

• Oct 2021 - Present

• Competed internationally amongst world-renowned universities, through technical analysis of trading future derivative contracts.• Gained experience in electronic trading on CQG software. Precisely, in energy, metals, foreign exchange & Int rate asset classes. • Competed internationally amongst world-renowned universities, through technical analysis of trading future derivative contracts.• Gained experience in electronic trading on CQG software. Precisely, in energy, metals, foreign exchange & Int rate asset classes.

Golf Service Attendent

• May 2017 - May 2021

Delivered back shop service for all individuals with premium membership packages. Delivered back shop service for all individuals with premium membership packages.

Ecommerce Business Owner

• Apr 2020 - Sep 2020

• Designed and managed my own brand/ website, Forsyclothing. In which I used a supply chain management technique in the niche of women’s clothing. I was responsible for transferring customer orders and shipment details to a wholesaler, who then shipped goods directly to the end consumer. This side hustle demanded long hours of commitment to my end goal of success. Over the course of 5 months, I fulfilled dozens of orders and recorded total revenue over $2200. • Designed and managed my own brand/ website, Forsyclothing. In which I used a supply chain management technique in the niche of women’s clothing. I was responsible for transferring customer orders and shipment details to a wholesaler, who then shipped goods directly to the end consumer. This side hustle demanded long hours of commitment to my end goal of success. Over the course of 5 months, I fulfilled dozens of orders and recorded total revenue over $2200.

General Laborer

• Jul 2016 - Jul 2019

Caddy

• Jul 2016 - Jul 2016

Landscaper

• Jun 2014 - Aug 2015