Equities Junior Research ProgramSecondment at UBS Equity Research working in Hardlines, Broadlines, and Food Retail

First responder to dorm residents with any and all technological or electrical concerns, problem solving using training and certifications to assist with any and all queries.

- Work on various projects to help the institute generate more alumni interaction, community involvement, and a greater online presence. - In April '23, selected to lead the 25-person student team over the 2023-24 year in support of the Institute’s mission of developing outstanding leaders across the public, private, and social sectors. - Now responsible for planning and goal setting across eight student teams alongside our interaction and work with Faculty and KLI’s Advisory Board. - Selected in March ‘23 as student representative to provide annual progress report to KLI Advisory Board in New York.

Attend workshops, take classes, and continually improve my skills in regards to personally being an entrepreneur and an innovative thinker.

- Tutor for Advanced Corporate Finance / Corporate Financial Management. - Hold regular office hours to assist students with corporate finance concepts and topics including valuation methodologies for debt and equity securities, option pricing, corporate risk management, equity-based compensation, and market efficiency

Product Strategy Group, Client Solutions and Analytics

Junior team member focused on fundamental equity valuation for long/short and long-only investment strategies. Contributing to growth of Callodine’s position in the hedge fund, commercial finance, strategic credit, BDC, and commercial real estate lending industries.

Helped over 100 customers per day by locating products and responding to inquiries in English and Spanish; also stocked, replenished and organized store inventory. Learned about the retail industry, the importance of customer service as well as underlying sales statistics and store economics.Statement from Manager: "Ian was hired during the summer of 2021 as a seasonal position for Champs Sports in Bridgewater, NJ. He presented himself as a laid back, intrinsically happy individual with an impressive background and work ethic. As a store manager it is my duty to screen for individuals who possess an eagerness to help our customers and make sure they are top priority by exceeding their expectations. Ian provided such services on a daily basis by holding meaningful conversations with our customers in order to make sure to take care of all their needs. Ian was tasked with getting to every customer, creating connections, showing customers what they might need/selling them what they want and building loyalty. Ian executed these tasks on a daily basis with ease. After completing his assignment Ian was offered preemptively a winter seasonal position and will always be welcome as a member of our team. Ian your future is bright and paved with excellence. Thank you for your service!"

Worked with the museum department of the United States Golf Association to research information and consult the team regarding ideas and progress about a virtual museum experience.

A summer job working with the Head of Pingry’s Technology Department on key projects. For example, last summer we built an expanded help desk area, re-wired and installed a new projector system in 50 classrooms, and updated software packages on the faculty laptops.