• Provide robust modeling and reporting to facilitate executive-level decision making for both clients and in house consultants• Conduct data collection and analysis/processing to ensure regulatory standards and requirements were met or exceeded• Develop and maintain close working relationships with bank Presidents, CFOs, Treasurers, and Financial Analysts to create individual risk management profiles for over a dozen independent banks nationwide on a quarterly basis• Worked in small team settings to analyze local/regional and countrywide interest rates, lending and borrowing trends, and consumer sentiment for use in predictive modeling • Conduct client-facing calls and video conferences with clients all over the country on a daily basis

• Student-run business fraternity with the goal of preparing college students for the business world• Worked on a ten-person teams responsible for the organization of Service & Philanthropy events, Corporate Sponsorship opportunists, and Professional event planning.• Utilized Microsoft Office to organize sector assets with other service organizations to conduct social service events • Mentor to new and junior members of the fraternity

• Assist Investment Manager in day to day operations regarding brokerage trades and portfolio management• Utilize Thompson ONE and Morningstar to analyze and evaluate stocks, mutual funds, and ETF’s • Build financial models to track individual fund and portfolio performance• Custom design 401k & 403b plans to customer’s specific wants and needs• Performed quarterly portfolio updates for all asset models, adjusting weightings and fund preferences

• Worked on a five-person team responsible for the groups Fix Income sector• Utilized Bloomberg to effectively screen for securities based off attractive financial multiples• Utilized financial models through Excel spreadsheets to perform fundamental analysis on undervalued securities• Performed research on industry and economic trends and ran analysis on competitors to form effective long-term investment theses

• Served as a Squad leader for a unit of 20 Marines and stand-in Platoon Sergeant for a unit of 64 Marines. Duties included leading and managing Marines in a wide variety of operations daily• Improved logistics to ensure a continues flow of resources and manpower to several different operation sites• Translated orders from higher command into individual platoon and squad levels• Allocated resources, and distributed them appropriately depend on the mission specifics• Mentored and advised junior members of the platoon in person and professional growth• Received two Certificates of Commendation for Outstanding achievement as Non-Commissioned Officer In Charge during support operations• Received two Meritorious Masts for Outstanding service and superior performance of duty as Camp Security for 7th Engineer Support Battalion