Experience

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  Lazard

  Jun 2012 - Aug 2014

  Corporate finance intern

  Updated global backlog cash flow and compensation expense analysis for the Director of Financial ReportingTeamed with Global Treasurer in weekly cash flow analysis reporting for the Global CFOUpdated peer equity data analysis model for Global Investor RelationsDeveloped knowledge of the Bloomberg Terminal in Foreign Exchange, Fixed Income, Derivatives and EquityAssisted Global Treasurer in fair value pricing of corporate bonds and foreign exchange hedging derivativesDeveloped global excess cash portfolio risk investment parameters using 5yr Credit Default Swaps, Options Volatility and Rating Agency metrics for a $100M+ AUM portfolioAssisted Global Treasurer in $100M+ share repurchase program execution and reportingCreated Letter of Authorization to execute global wire transfers in USD as well as Foreign ExchangeAssisted Global Treasurer and North America CFO with corporate monthly cash flow forecast analysis and reportingAssisted with the creation of a corporate debt Rating Agency pitch bookFacilitated the creation of monthly risk reporting metrics package for the Global Risk CommitteeTeamed with Global Consolidation Reporting to analyze quarterly cash flow for Lazard corporate earnings releaseRead financial statements Show less

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  1847financial- kane

  Jan 2016 - Jan 2016

  Emerging advisor

  Help those discover the knowledge necessary to achieve their financial goals.

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  Wells fargo advisors

  Dec 2016 - now

  • Assistant Vice President - Client Performance Analyst

    Dec 2022 - now

  • Assistant Vice President - Registered Client Associate

    Feb 2021 - Dec 2022

  • Registered Client Associate

    Oct 2017 - Feb 2021

  • Client Associate

    Dec 2016 - Oct 2017