Monitors portfolio positioning, performance, and holdings while taking strategic direction from the Chief Investment Officer and Senior AnalystsAddresses all portfolio requests; including cash flows, tax trades, currency hedges, option hedges, and guideline complianceConducts company and industry analysis on potential and existing positions through fundamental valuation, credit and balance sheet opinion, market position and opportunity, technical review, and target price… Show more Monitors portfolio positioning, performance, and holdings while taking strategic direction from the Chief Investment Officer and Senior AnalystsAddresses all portfolio requests; including cash flows, tax trades, currency hedges, option hedges, and guideline complianceConducts company and industry analysis on potential and existing positions through fundamental valuation, credit and balance sheet opinion, market position and opportunity, technical review, and target price settingAnalyzes equities, fixed income, convertible debt, municipal bonds, options, real estate, and private equity Show less

Chosen to be a part of a select group of students that manages the Taylor University’s Endowment portfolio of over $2 millionAnalyzes and presents various equity opportunities to the team based on specific fund investment criteriaPrepares annual and quarterly reports as a team and presents performance reviews to the Taylor University CommitteeParticipated in each of the three portfolios; Domestic Equities team, Global Equities team, and Fixed Income team.

Started a practice from the ground up through sales training, support from mentors, and training toolsMet sales objective to be invited to the Northwestern Mutual annual meeting in Milwaukee, WI. Guided clients to financial security. After assessing my clients’ needs, I recommended and provided insurance and investment solutions to help meet their financial security goals