At VMG Partners, I had the privilege of being on the front lines of investment in the Consumer Packaged Goods industry.I built and analyzed over 7 financial models for potential investment opportunities with $20mm to $50mm in annual revenues to determine the fundamental viability of business model economics and levers for growth to make a recommendation to the investment team.I also conducted due diligence & compared the financial health of companies from 4 different industries, including Natural Deodorant, Fitness, Tourism, and Shelf Stable Chips, Pretzels & Snacks, building an industry knowledge base and investment perspective within each.Most importantly, I had the opportunity to work with and learn from many leading professional investors in the Consumer Packaged Goods and Consumer-Enabling Technology Industries.

At RBC Wealth Management, I performed in-depth research on 6 publicly traded companies from 4 different sectors in the S&P 500. This research included evaluating the company's business model, news developments, Financial Statements, and potential risk factors to help Senior professionals make thorough and balanced investment decisions.I worked with a 6-person team of Senior professionals to coordinate Financial Plans, Reports, and Presentations for firm clients.Most importantly, I strived to prioritize team building and maximize efficiency in a work-from-home environment. I achieved this efficiency by preparing the appropriate documents for daily team calls and bi-weekly investment meetings and building with the team through Zoom calls.

Dual Threat is a small-scale fitness business I started in high school.While running the business, I ran bi-weekly fitness assessments on each athlete to implement individual exercise programs to increase athletic performance while implementing self-made muscle management strategies to minimize injuries. I kept an organized schedule to maximize my operational efficiency to incorporate all athletes that needed coaching. I maintained sports equipment inventory and maintained positive relationships with all athletes and families. This managerial strategy helped over 60 athletes lead healthier lives and achieve greater success in their high school and club teams.

At Godfrey & Khan, I handled many legal documents such as wills, contracts, appeals, closings, and other legal forms. I also conducted research on over 30 precedents, statutes, rulings, and regulations. Finally, I was responsible for communicating with clients to gather information in preparation for meetings and court dates at Milwaukee's Federal Courthouse Building.