Consumer

- Supervise a team of 14 QBA 1720 TA’s charged with student help sessions and grading processes.- Assist in the development of a program designed to generate and grade assignments.- Leverage VBA to develop more accurate and comprehensive feedback for students .- Enhance the learning experience for other students by providing input for course content.

- Work in teams to provide security analysis and management of a $4.5 million equity portfolio for Ohio University’s Endowment Fund.- Lead a team of equity research analysts in researching company specific & macroeconomic thesis points.- Report security specific news, analyze quarterly earnings, update price targets through various valuation models, and reevaluate company catalysts.- Improve group processes utilizing excel, FactSet, Bloomberg, Thomson Reuters.

- Analyze and manage the equity management group’s $4 million equity portfolio.- Generate and deliver weekly returns, analytics, and news updates for each security.- Construct earnings reports and price target revisions for securities.- Improve group processes utilizing excel, FactSet, Bloomberg, Thompson Reuters.

- Collaborated with analysts, product teams, and sales teams to deliver end-to-end payment solutions that meet the scope of mid-market, small business banking, and institutional clients .- Provided project-based support to the ECP Product & Business Development teams, the Foreign Exchange Sales desk, and International Trade.- Analyzed client promoter scores and verbatims to establish areas for improving client centricity.- Developed cross-function banking acumen to provide a comprehensive understanding of internal processes and leveraged that understanding to streamline inefficiencies- Established a case for cross-selling payment solutions in the corporate bank Real Estate Capital vertical; develop micro strategies for product penetration, leveraging payment pain points in existing Real Estate Capital clients and industry research.