• Conducted securities analysis on both existing portfolio positions and prospective investment ideas under supervision of the co-portfolio managers at a Charlottesville, VA-based hedge fund.• Sourced and completed research on new investment ideas, constructing reports to support investment theses backed by both qualitative information on the target as well as quantitative analysis, including financial and valuation models• Monitored existing portfolio positions to determine whether action was necessary or if investment theses remained consistent given the most up-to-date available information• Performed industry research to enhance understanding of the environment in which given portfolio companies operate and compete• Edited investor presentations and fund marketing materials to ensure consistency of information and aesthetic layout

• Analyzed economic and banking data for the United States’ largest banking trade association. Worked with various policy teams to bring data driven arguments to ABA’s advocacy efforts.• Produced and gave 12+ presentations on analysis of economic and banking trends to ABA working committees and state banker associations to keep bankers informed on the state of the economy• Managed ABA’s Economic Advisory Committee, a group of 15 chief economists from North America’s largest banks, to ensure impactful engagement and a successful meeting with the Federal Reserve Board of Governors • Built out a model in Excel to construct the Economic Advisory Committee’s consensus economic forecast• Spearheaded the creation of ABA’s economic and financial markets tracker, a daily note constructed for ABA employees and state banker associations on relevant data and regulatory developments during the COVID-19 pandemic• Analyzed quarterly earnings reports for 20 of the largest banks to gauge market trends such as loan growth, asset quality and capital accumulation before the release of industry-wide data

• Created over 200 unique charts in PowerPoint visualizing analysis on economic and banking data to support the chief economist in preparing presentations to banker groups and to provide material for ABA’s weekly “Data Bank” infographic• Tracked economic and banking data releases, providing commentary on their importance to ABA member banks and bankers through blog posts and write-ups in ABA’s daily “Newsbytes” email to over 75,000 recipients• Enhanced ABA’s advocacy on Capitol Hill of credit union overreach through crafting targeted documents for all 50 states on credit union expansion of activities, including their growing market share in consumer lending and deposits• Provided research and analysis on a variety of economic and banking issues to support ABA’s policy initiatives

• Prepared over fifty client portfolio reviews to aid the financial advisor in clearly communicating and informing clients on the state and performance of their portfolios • Conducted research on numerous stocks, bonds, and mutual funds on a weekly basis using the Bloomberg terminal to build out investment ideas for different clients based on strategy type

• Prepared reconciliations for inter-company activity and cash settlements exceeding thousands of dollars in order to ensure accounts were balanced and proper payments were being made• Conducted research on over one thousand historical reinsurance records to assist automation projects with the purpose of correcting errors concerning funds held• Analyzed a sub-ledger that consisted of over ten million dollars to assist inter-company reconciliations projects