Alpha FMC is the leading global consultancy to the asset and wealth management industry, having worked with 80% of the top 100 Asset Managers globally by AuM. We offer the world’s top asset and wealth managers a competitive edge through our unrivaled expertise and industry insight.

Selected into a highly competitive program where I, along with other portfolio analysts, were directly responsible for managing $2.5 million dollars of Babson College's endowment.Helped manage the current holdings and investable universe of the Consumer Discretionary sector which successfully contributed alpha to the wider fund. This included initiating coverage, pitching new stocks, and ultimately taking on new positions.

As part of the largest strategy team at Charles Schwab I had the unique opportunity to see how Investor Services facilitates the growth of the entire company. Began preliminary research and drove slide creation for Schwab 2025, a project tasked at looking at where both the company and industry will be in 8+ years.

As an intern at the Federal Reserve Bank of San Francisco, I was instrumental in the completion of several value adding projects. These projects included being in charge of all aspects of the data analysis for a high profile project, the result of which I presented to the Executive Committee (the top eleven executives) at the Federal Reserve Bank of San Francisco. I was also responsible for developing a macro in Tableau to automatically calculate the Bank's "Turnover" for all divisions in the Bank, saving the Data Analytics team significant time over previous methods of data processing. In addition, I sat in on and wrote the "economic summary" of a Seattle Branch Board of Directors meeting to be shared with the President of the Federal Reserve Bank of San Francisco, John C. Williams.