Experience

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  Galtere ltd

  Jun 2012 - Jul 2012

  Academic study - internship

  ➣ Prepared hedge fund performance statistics which was used for client meetings and BarclayHedge index reporting.

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  Barnett & company

  Sept 2012 - Jan 2021

  Produced research analysis and provided trading expertise by using technology and proprietary processes. Partnered with portfolio managers in client meetings, volunteered for ad hoc, technical-focused projects, maintained the firm’s securities database, and developed company presentations.➣ Enhanced client portfolios by publishing bespoke research white papers and commentary on 125+ equity securities and 100+ corporate bonds while utilizing Bloomberg L.P. and FactSet® software, industry competitive analysis, valuation methodologies, and conclusionary recommendations.➣ Developed ad hoc market updates and macroeconomic presentations, providing clients with education and information on how the economy impacted their portfolio and goals. ➣ Interpreted macro and microeconomic data to help develop both firm-level ETF models and client-level, highly customized goals-based investment portfolio solutions. ➣ Communicated portfolio holdings, performance attribution, and risks to clients in simplified terms, ensuring results aligned with their goals and priorities.➣ Accomplished client financial goals by leading a bi-weekly investment committee meeting which facilitated the development, execution, and documentation of impactful portfolio decisions. ➣ Spearheaded client profile questionnaire that provided a standardized annual financial planning check-up for new and existing clients.➣ Set up and project managed the data conversion to a cloud-based reporting, trading, and CRM software suite (Tamarac Reporting®) over a 2-year period, allowing the firm to develop enhanced client reports and access data remotely while traveling.➣ Created and maintained the company’s Tamarac Reporting® security database and firm-specific format hierarchy, improving the organizational presentation of portfolio holdings, transactions, and analytics for all client reports. Show less

  • Research Analyst, Associate Product Manager, and Trader

    Jan 2013 - Jan 2021

  • Bloomberg Specialist - Internship

    Sept 2012 - May 2013
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  Avondale partners

  Dec 2012 - Jan 2013

  Associate analyst - internship

  ➣ Created a financial statement model from scratch which was used for initiation of coverage on a new company. ➣ Provided model updates and industry research to energy sector analysts for recommendation updates.

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  Gnomie

  Aug 2021 - now

  Co-founder

  Developed, prototyped, and market-tested a unique duvet cover design (enhanced zipper, innovative duvet insert fasteners, targeting customers with physical challenges). Submitted state and federal filings, developed a pre-launch website, managed the graphic design process, and led the manufacturer selection process. The long-term objective is a brand portfolio of home and garden consumer products sold online.

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  Bank of america

  Nov 2022 - now

  Relationship banker

  Build and deepen relationships with affluent customers via in-person connections. Collaborate with branch associates to educate clients and match value-add products/services beyond their initial needs. Leverage knowledge of established financial center procedures to serve clients best while adhering to applicable laws.