Experience

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  Falcons rock investment counsel, llc

  Jun 2015 - Jul 2015

  Research analyst intern

  -Operated PSN and Morningstar Advisor to run investment performance measurement reports and to employ various methods of quantitative and qualitative analysis on investment products such as mutual funds, separate accounts, and hedge funds.-Communicated with investment management firms in order to fully grasp their process and approach. Engaged with representatives of several firms and was able to gather the facts necessary to produce research reports for Falcons Rock.-Some of the key things that I learned and performed in the internship are included in the word document attached. Show less

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  University of wisconsin-whitewater

  Sept 2015 - May 2016

  Applied investments program equity analyst

  -Viable team member of 11 students that actively managed the UW-Whitewater Foundation portfolio worth approximately $460,000.-Generated investment ideas, researched companies, and made purchase and sell decisions for the fund.-Completed administrative duties related to the operation of an investment firm (accounting, report generation, presentations, web development, client relations, etc).

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  Bok financial

  Jan 2016 - Mar 2017

  Municipal credit analyst intern (sell-side)

  -Performed financial analysis using investment models, municipal financial statements (CAFR), official statements, and continuing disclosures for competitive & negotiated deals ranging from $1m to $20m dollars.-Analyzed multiple states (22) across the U.S. for portfolio reviews, and primary/secondary municipal bonds for institutional clients.-Analyzed general obligation, municipal utility districts, utility revenue bonds (water, sewer, electric), bond anticipatory notes, note anticipation notes, tax and revenue anticipation notes, technical college bonds, university revenue, lease revenue, and sales service & use bonds.-Created investment models and useful spreadsheets for clients, which helped increase sales. Show less

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  Cortland capital market services llc

  Mar 2017 - Oct 2017

  Portfolio analyst

  -Provided daily reconciliation of CLO’s, credit funds (distressed debt hedge funds) for institutional clients ranging from $500m-$1B in par value.-Performed research, and analyzed (interest and principal) breaks from the trustee daily cash file in relation to the Sentry database on a settle and a trade basis.-Coordinated with the agent and trustee regarding any discrepancies across 15+ deals.-Onboarded new clients so any historical data will be in Sentry, and can be processed in the system for the daily cash reconciliation. Show less

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  Pma

  Nov 2017 - Jul 2019

  Portfolio advisor

  -Developed financial solutions for both municipalities and school districts all around Wisconsin.-Assisted the public finance department in responding to RFP's.-Created valuable Moody's and S&P ratings models for ratings calls.-Maintained relationships with new and existing clients.-Produced proprietary models for internal projects.-Extensively studied local government rating methodologies to create proprietary models.-Completed bond proceeds reporting tasks for clients.-Created investment plans for investing bond proceeds for local governments.-Advised local governments on different options for investing bond proceeds and rebate compliance with the federal tax law. Show less

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  Baird

  Jul 2019 - now

  • Assistant Vice President

    Jan 2024 - now

  • Public Finance Quantitative Analyst

    Jul 2019 - now