Experience

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  Queen's university alternative assets fund (quaaf)

  Sept 2021 - Jun 2022

  • Investment Analyst, Thematic Portfolio

    Jun 2021 - Jun 2022

  • Associate Portfolio Manager, Thematic

    Sept 2021 - May 2022
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  First trust portfolios canada, a subsidiary of first trust

  Jan 2022 - Mar 2025

  Business development manager

  At First Trust Portfolios Canada, I drive business growth by fosteringstrong relationships with securities-licensed investment advisors andpromoting the adoption of First Trust exchange-traded funds (ETFs). Ideliver impactful presentations, provide tailored investment solutions, andposition First Trust's strategies as essential tools for advisors';portfolios. Leveraging comprehensive market analysis, I identifyopportunities that enhance First Trust's visibility and market penetrationwithin Canada.Key Achievements:• Facilitated substantial allocations into First Trust ETFs, significantlyboosting the firm’s market share and recognition in the Canadian investmentlandscape.• Positioned First Trust's small and mid-cap, as well as internationalequity strategies, as preferred investment options, driving increasedproduct demand among advisors.• Expanded the client base by building strong, trust-based relationshipswith securities-licensed professionals, accelerating growth in assets undermanagement (AUM). Show less

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  Warren county, new york

  Mar 2025 - now

  Assistant public defender