Experience

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  Ballston spa national bank

  Jun 2021 - Jan 2022

  Seasonal junior credit analyst

  • Assessed corporate financial statements and constructed financial spreads for the purpose of evaluating an organization’s financial position.• Researched companies and analyzed their financials to construct a Vendor Analysis.• Assessed credit ratings, including evaluating the score and how it was received.• Created projects to aid senior management in evaluating Bank’s stance on commercial loans.

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  Le moyne college

  Mar 2022 - May 2023

  Financial operations office worker

  • Created and established new digital format to better organize employee tax returns.• Created spreadsheets summarizing invoice expenses to aid assessment of required payments.• Keyed checks into the system to be sent to clients, ensuring accuracy on each transaction. • Ran V-reg reports, ensuring checks went to the correct payee and the proper amount was paid.

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  Pioneer

  May 2022 - Dec 2022

  Commercial credit analyst intern

  • Reviewed financial statements and prepared financial spreads using BakerHill Advisor software. • Created cash flows for businesses and individuals to determine eligibility for commercial loans. • Underwrote commercial loans, and provided recommendations for approval, after comprehensive review of the financial standing of a company and its associated individuals. • Participated in executive board meetings to discuss credits, determine approvals, and outline necessary revisions. • Constructed an Excel spreadsheet breaking down the classification of hotels to be incorporated into a guide for use by all credit analysts. • Participated in company-hosted workshops offering a thorough understanding of the business of banking and valuable insight into the professional world. Show less

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  The dolphin green & gold fund, llc.

  Jan 2023 - May 2023

  Equity research analyst

  Part of the Le Moyne College Madden School of Business finance program, this real-dollar, $1.2M portfolio is among the nation’s 50 largest student-managed funds. Responsibilities include undertaking research on potential investments, writing professional investment reports, and presenting recommendations to the board of managers, which serves as the fund’s investors.• Developed a deeper understanding of financial markets and a passion for uncovering investment opportunities. • Conducted comprehensive research, analyzing financial statements, and utilized Bloomberg, CapitalIQ, and Morningstar resources to forecast earnings and determine fair valuations. • Consistently provided valuable insights and investment recommendations to stakeholders.• Effectively communicated complex financial concepts to the board of managers, both in written reports and through dynamic presentations. Show less

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  Pioneer

  Jun 2023 - Jan 2024

  Wealth management intern

  • Meet regularly with financial advisors to learn how business is conducted. • Participate in meetings with clients to review and discuss portfolios.• Utilize industry-leading LPL Financial software and services to assist with client needs. • Execute trades and transfers in client accounts, collaborating with financial advisors.• Conduct research on financial market trends, opportunities, challenges, and outlooks. • Developing ability to tailor and allocate investments to address specific client needs. Show less

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  The dolphin green & gold fund, llc.

  Aug 2023 - Dec 2023

  Team leader and senior analyst

  • Provided mentorship and training to Equity Research Analysts contributing to their professionalgrowth and our highly skilled team.• Delegated responsibilities to team members, ensuring we met deadlines using in-depth marketresearch and competitive analysis.• Created discounted cash flow models for evaluating companies and communicated informationarticulately.• Led presentations given to stakeholders while confidently handling objections to ourrecommendations.

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  Morgan stanley

  Jul 2024 - now

  Client service associate