Spearheaded the creation of a student-managed investment fund in collaboration with a team of 10 fellow students and the COO.Deepened personal understanding of important financial concepts such as risk, hedging, cash flows, and time value of money.Regularly presented fund updates and strategic plans to the board of trustees and the college's board of investments.Conducted in-depth analysis of individual equities, mutual funds, bonds, and other securities to identify potential additions to the portfolio.Executed fundamental analysis of equities and presented findings to the COO, and the board of trustees.Formulated a 5-year and long-term strategy for the fund's sustained operation.

During my time at Branson CPA I worked and learned alongside Tucker Virnig, an experienced CPA specializing in managerial and tax accounting services. The internship took place during tax season and exposed me to a fast-paced office dynamic. Throughout the internship I held the following responsibilities: ~ Compiled financial statements to analyze and improve clients' business performance. ~ Significant experience with Quickbooks Online. ~ Significant experience with Intuit ProConnect. ~ Assisted clients with tax planning. ~ Interpreted financial statements to generate tax returns. ~ Conducted meetings with current and prospective clients to provide financial advice.