
Timeline
About me
Business Technology Solutions Analyst
Education

Farragut high school
2017 - 2019High school diploma 11th & 12thActivities and Societies: National Spanish Honor Society : Treasurer; National Honor Society; Student Government Association : Senior Representative; Varsity & JV Girls Soccer GPA: 4.25 / 4.0

University of tennessee, knoxville
2019 - 2023Bachelor of science - bs in business administration financeActivities and Societies: Honors Leadership Program; Greg & Lisa Smith Global Leadership Scholars program; Women of Haslam : Director of Public Relations, Treasurer; Honors & Scholars Engagement Council : Marketing Director; Haslam BUAD 100 Peer Mentor; Haslam Ambassador; Haslam College of Business Torch Funds : Carroll Fund Manager GPA: 3.96 / 4.0Dean's List : 8 of 8 semestersMajor: FinanceMinors: Leadership Studies-Honors & EntrepreneurshipCollateral: International Business
Experience

Forest heights country club
May 2017 - Jul 2017Lifeguard
Andover place
Jun 2018 - Sept 2018Lifeguard
Andover place
May 2019 - Sept 2020Head lifeguardIn this role, I led and managed staff of 7 lifeguards and reported to HOA board and pool management. I designed, constructed, enforced lifeguard schedules and policies, and communicated clearly amongst the team in regards to duties and expectations. I also enforced safety standards to ensure a properly run pool environment, including the introduction of advanced cleaning procedures during operation in the midst of the COVID-19 pandemic. I tracked sales in “snack shack”, checking inventory and keeping track of revenue in workable Excel sheets to manage our expenditures. Show less

Women of haslam
Mar 2020 - May 2023Treasurer, former director of public relationsWomen of Haslam engages to create a community geared towards introducing women of all majors to the world of business; promoting professional and personal development and improving upon skills in leadership and networking. As Director of Public Relations, I ensured organization members have updated platforms where they can connect with the club, and created a workable and updatable website that provides important information. As Treasurer, I maintained a strict budget and ensured that all dues were collected & logged, while reimbursing Executive Board members for organization-related expenses. Show less

Flour power cooking studios
May 2020 - Jan 2021InstructorI established and maintained a safe learning environment as children of all ages learned to have fun in the kitchen. I enforced advanced cleaning protocols and social distancing to allow for operation in the midst of the COVID-19 pandemic. I also tracked ingredient and supply usage to maintain an updated purchasing list, and ensured storage spaces are clearly organized and clean. I received a ServSafe Food Handler certification.

21st mortgage corporation
May 2021 - Mar 2022Financial counselorI participated in a 9-week summer internship program at 21st Mortgage Corporation, a Berkshire Hathaway company. This opportunity focused on providing real-world professional experiences to college students pursuing a financial services-related career. I worked closely with a mentor from within the company to assist in counseling clients with budget establishment and making plans for difficult events in life, and also completed a group project that was presented to intern supervisors.

Mercer
Nov 2021 - Dec 2021Delegated solutions client team internThrough my involvement in the Smith Global Leadership Scholars Program, I was provided an opportunity to complete an international internship while studying in London. After being placed with Mercer, a Marsh McLennan company, I was able to dive into understanding the fiduciary management work done within the Delegated Solutions Client Team. As an intern, I assisted established analysts and senior management with daily tasks, including pulling fund valuations from the system, constructing client reports & presentations, and assisting in efforts to streamline processes within the division. I completed a project that effectively performed analysis on the average experience/job level of team members needed on each size client to better pace promotion and hiring rates within the company. I was able to develop a better understanding of investments, pension schemes, and fiduciary management, while also strengthening my ability to work in diverse environments. My time at Mercer allowed me to experience a culturally-diverse workplace (both in-person & virtually), and add to my passion for becoming a leader in the expanding world of international finance & business. Show less

Lowe's companies, inc.
May 2022 - Aug 2022Store divisional finance internI participated in a 10 week summer internship program at Lowe's Home Improvement Corporate. I was placed on the Store Divisional Finance team within Store Operations and dove deeper into retail finance & all it encompasses. I was provided the opportunity to sit in on a variety of meetings, meet our cross-functional partners, & attend speaker series and coffee chats that provided great networking opportunities with successful leaders within the company. I was assigned a summer project diving deeper into the seasonality curves present within my assigned region, and then utilized what I discovered to better understand upcoming challenges & opportunities while improving the planning & forecasting process. To accomplish this, I leaned on & strengthened my skills in Excel, PowerBI, DART (a microstrategy system), and general financial analysis to recognize the impacts of the trends. Show less

Haslam college of business at the university of tennessee
Aug 2022 - Aug 2023I am responsible for the 20 Bloomberg terminals present in the Masters Investment Learning Center during summer operations. I maintain a reservation system allowing students and faculty to access a terminal, and then assist them with whatever research they may be hoping to accomplish.I am also updating course materials for the FINC 494 course being taught in the fall, and will be ensuring that everything is organized in an orderly fashion while being easy to update in the future.As the main MILC is under renovations, I assisted with moving the contents of that room to our temporary location and organized it all to complete an inventory and effective storage system. Show less Actively managed a portfolio in excess of $650,000 AUM amongst a team of 9 other peer managers through a top-down wealth management investment style, generating multiple performance reports and presentations throughout the year.• Monitored current holdings while researching prospective securities through intensive market research, and consequently proposes new investments & liquidations in line with the fund’s strategy, focusing initially on the consumer staples sector, and later, the real estate & materials sectors. Show less
Senior Bloomberg Analyst in the Masters Investment Learning Center
Jun 2023 - Aug 2023Carroll Fund Manager (Haslam's Torch Funds program)
Aug 2022 - May 2023

Kimberly-clark
Aug 2023 - Jan 2024Execution transportation analyst- Served as the primary transportation contact for 14 distribution centers & mills in Kimberly Clark's NorthEast region, maintaining consistent & thorough communication with our sites, carriers, and customers- Focused on the execution of optimal cost, service, and capacity solutions on shipment volumes exceeding 6,500 a week through creative problem-solving, attention to detail, and timely communication with all involved parties- Implemented daily shipment tracking, monitoring of contracted trailer pools and carrier status', especially those that miss on key performance metrics, & identifying opportunities for cost-savings or process improvements - Obtained cost-savings of over $5,000 through the prevention of accessorial fines from carriers/customers. Show less

Deloitte
Jan 2024 - nowBusiness technology solutions analyst
Licenses & Certifications

Emerging leaders certification
Truist leadership instituteFeb 2023- View certificate

How to succeed in a case study interview
LinkedinOct 2022 - View certificate

2021 at&t summer learning academy externship
At&tAug 2021 - View certificate

At&t summer learning academy externship
At&tJul 2020 
Bloomberg market concepts certification
Bloomberg lpApr 2021- View certificate

Social and behavioral research - basic/refresher
Citi programApr 2022
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