• Conduct fundamental analysis of investment products, including stocks, bonds, ETFs, and mutual funds, to assist with portfolio construction and client presentations• Develop customized investment presentations for clients, integrating market research and economic trends into actionable strategies• Utilize financial planning software and stochastic modeling to perform cash flow analysis for client portfolios• Build and maintain advanced Excel spreadsheets to streamline data management and auditing processes• Gain hands-on experience in client acquisition and onboarding, including account opening, investment implementation, and operational updates

• Conducted data analysis using SQL and Python to support decision-making processes and evaluate business performance• Developed and implemented strategic solutions to drive company growth for the Business Cards & Payments team• Utilized data-backed decision-making approaches to evaluate inefficiencies within core revenue streams• Presented recommendations of a new market strategy to Vice President level executive, analyzing a 10% potential revenue increase

PTC (NASDAQ: PTC) is a $2B global software leader enabling companies to digitally design and manage the end-to-end product creation process. Customers include BMW, Boeing, NASA, Rolex, Bose, and John Deere. In my role as Sales Operations Intern I was tasked with:• Contributed to sales strategy planning and implementation• Analyzed sales forecast and pipeline and created dashboards for the leadership team• Calculated key performance metrics including ARR, NPV, and Churn • Utilized Salesforce to build analytical dashboard reports on PTC’s customer base• Established parent/ child customer relationships using Excel to drive pipeline planning

As a server for two summers, I have become proficient in customer service and multitasking.Trusted to open and close the restaurant, train new staff, and help coordinate restaurant events. This experience provided a valuable customer facing experience and an opportunity for teamwork in the workplace.

Started a local landscaping and home project business with two other college students. I worked on all aspects of developing and running the business, including handling all operations, marketing, tracking finances, scheduling, and logistics. This experience allowed me to develop the skills to run a successful business. We started our company in April of 2021 and continued to grow throughout the summer of 2021 and 2022. Throughout both summers we earned over $20,000 in profit.