• Responsible for variety of real time and historical reporting & financial metrics which required monthly updates and analysis• Worked with models to forecast financial results which were compiled into PowerPoint decks and presented to management• Modeled and tracked various KPIs (i.e. Premium & Sales Growth, Earnings, Persistency, In Group Growth)• Researched current macroeconomic trends to assess their effects on respective parts of our business and how we implement these affects into our projections• Collaborated with teams across the business to ensure data integrity

•Global competition amongst universities to research, analyze, and develop a presentation regarding our financial expectations of a company chosen by the CFA organization•Responsibilities include researching the company’s industry, valuation analysis, and develop a pitch book

•Invited to be a part of a two-semester class that teaches financial modeling, financial ratios, and creating pitch presentations•Collaborated with students to manage a portfolio with a 12 to 18-month investment horizon using a portion of the schools endowment•Reviewed stock pitches and interpret FactSet Systems financial data as well as companies’ financial statements•Created financial models and perform valuation analysis based on DCF, financial ratios, and ROA

•Working as a member of the brokerage team on the options trading platforms•Analyzed the user experience of options trading to uncover necessary areas of improvement while cross-comparing competitor platform experiences•Prepared and delivered a PowerPoint presentation of the user experience analysis to the options team and the Active Trader Pro application team•Executed specific option trade orders to add positions to specific accounts and ensure the trading environment was functioning as intended

•Make use of Factset and Microsoft Excel to research and evaluate Health Care Companies•This information is then put into a presentation that is pitched to the board members•The senior members then voted on how much the fund will allocate to the investment

• Communicated with potential investors on the financial and transactional details of three mutual stock conversions• Assisted in the processing of stock order requests for the mutual stock conversion of Blue Foundry Bancorp• Worked phone lines to reach depositors that were unaware of the conversion and informed them of the specifics regarding the conversion taking place