- Worked with three senior members of UBS’s Asset Management across investment, product development, and sales teams to research market trends, sector specific analysis, and the impact of the recession on the industry.- Constructed in-depth analysis on the structural intricacies and objectives of private client wrapped vehicles including Mutual Funds, ETFs, CEFs, and SMAs to deliver a comprehensive presentation on their benefits and drawbacks from an investor and issuer perspective. - Researched a variety of qualitative and quantitative market sector forces in order to compare and contrast a range of ETFs, Mutual Funds, and CEFs by weighted sector exposure, associated risk, specific holdings, leverage utilization, and assumed investment benefits.- Developed several investment portfolio recommendations, tailoring precise asset allocation to the investors’ specific circumstances and risk profile – making specific equity investment ideas to investment professionals.

- Chosen to conduct personalized, individual tours and comprehensive large group tours to prospective students and higher profile visitors.- Flown home by the Office of Admissions as the student ambassador for the Chicagoland-area admitted student reception to provide a genuine yet expansive perspective of the university to prospective students.

- Conducted pre-market analysis using Bloomberg on all open positions in a number of portfolios in order to cross reference and certify the accuracy of reported exposure, value, and performance of a number of active accounts.- Observed day to day trading and recorded any new or updated trades within appropriate accounts to create post-market quantitative analysis and projection summary packets on a number of various portfolios.- Constructed numerous of both qualitative and quantitative reports on the progress of the firm's active private equity investments using Excel.- Trained by a Bloomberg representative to use Bloomberg terminals and BQL Excel language.

- Selected to organize and lead canoe trips in the remote Canadian wilderness, mitigating and responding to every problem with limited resources to ensure the safety of campers on week to two week long trips.- Successfully canoed over 3000 miles and portaged over 300 miles on multiple canoe trips in the northern Canadian wilderness including a month long, 400 mile trip to the Arctic Ocean.- Took on any job possible within the camp to earn extra income, including: head cabin staff, tripping assistant, co-leader of Father and Son trips, athletics department director, kitchen staff, and waste management staff.