Proactively leads a team of 10 underclassmen through the stock research, evaluation, and presentation process with a focus on providing Accounting and Finance education including financial statement, financial ratio, and industry trend analysis.

- manages ~ $100,000 of the college's endowment in a concentrated portfolio of U.S. equities- researches and identify changes in market trends to direct future allocations- evaluates and analyzes 10K/Qs from a wide array of sectors, advocating for adjustments in the portfolio- collaborates with team members to research, analyze, and present information on a stock

- extensive knowledge of large, diverse food and drinks menu- serve and interact with groups of local business professionals looking for a high-end venue- provide excellent customer service in fast-paced, high-stakes environment

Tools used: QuickBooks Online, Cube FP&A services, Looker Studio, ChatGPT custom GPT development

- Coordinates collaborative project work aimed at delivering customized insurance coverage to fit the values, budget, and healthcare needs of clients such as Apple, U.S. Bank, American Express, Ralph Lauren, Verizon, FedEx, Delta, Fiserv, etc.- Cultivates skills in strategic consultation, data analytics, business forecasting, client engagement, and content development- Directed Excel training sessions, integrated budget tracker and forecasting tool, and provided cost estimates for new products