• One of four undergraduate students selected to engage in an independent study under the direction of TPH’s Director of Asset Management to gain a broader understanding of the context, strategies, and benefits of energy asset management• Profiled the hedge fund industry, detailing characteristics of hedge funds, strategies, regulations, key players, and current events• Conducted a market analysis of the infrastructure sector with a focus on the energy infrastructure subsector in order… Show more • One of four undergraduate students selected to engage in an independent study under the direction of TPH’s Director of Asset Management to gain a broader understanding of the context, strategies, and benefits of energy asset management• Profiled the hedge fund industry, detailing characteristics of hedge funds, strategies, regulations, key players, and current events• Conducted a market analysis of the infrastructure sector with a focus on the energy infrastructure subsector in order to identify expansion opportunities for TPH’s energy focused alternative investment platform Show less

• Developed a system to track the firm’s assets under management and quarterly revenue • Tracked clients’ investments over an 8 year horizon• Audited clients’ portfolios• Implemented a marketing plan focused on building client relationships through the distribution of economic updates and holiday/birthday cards

• Worked with the Texas Rangers’ Foundation to find inefficiencies in their fundraising, marketing, and use of resources • Conducted research on over 20 professional sports teams’ non-profit organizations through sit-down interviews, phone calls, and emails with charity directors and team officials• Recognized key areas for improvement and presented our recommendations to increase gross margin from 53% to >75% to the Board of Directors at the Ball Park in Arlington

• Studied for and earned Kansas Life and Health Insurance License• Completed training program to sell life insurance, long-term care, and disability insurance• Created opportunities to introduce and sell MassMutual products through networking and phone calling • Used financial analytical skills to create and present needs-based plans

• Planned three financial planning workshops for local Kansas City small businesses• Participated in financial planning preparation and meetings• Utilized prospecting and people skills to find new clients for the company• Organized client database to distribute monthly financial updates and information• Created procedures to schedule Annual Review meetings