Leading internal and external operations of a $4,700,000 equity-based investment portfolio. Ensuring the University of Maine Foundation’s goals are met, promoting club values and growth, conducting weekly meetings, and working to educate club members in investing. Facilitated the transaction of ~$1,000,000 in securities. Named the best student-run value portfolio in the nation at QGAMES 2024.

Responsible for the management of over $200,000 in real estate securities and leading a team of market analysts. Have been involved in pitches that resulted in the transaction of ~$300,000 in equities.

Market Analyst for the Real Estate & Materials sector within a diversified investment portfolio, valued at over $4,000,000. Effectively analyzed market trends, financial statements, and company performance to determine potential equity purchases and sales. Successfully conducted research and gave presentations that resulted in the purchase of over $200,000 in equities.