As a junior analyst at the Providence College Student Led Asset Management Club, I am responsible for creating financial models along with performing comprehensive sector and company research usingBloomberg, FactSet, Excel, and Power Point. I work as a member of the industrials team to communicate investment ideas to portfolio managers and guide the investment decisions of our funded portfolio.

During the summers I am employed as an apprentice, currently working towards my New York State Pesticide Application Technician's license.

During the summer of 2024 I will be responsible for the creation and delivery of an investment-based research project on a team of interns and will prepare market research to identify trends and opportunities in the U.S. financial markets. I will also engage in continuous learning and professional development through training sessions and workshops including one on-one mentorship with an experienced finance professional.

As an intern at Kuttin Wealth Management I assisted in daily tasks of licensed financial advisors at the highest ranked branch of Ameriprise Financial. I was responsible for maintaining communication database with 4000+ clients across the U.S. on the Virtual Planning Team using Salesforce software. I also had the opportunity to learn about different investment products such as individual equities, a range of ETF’s/ mutual funds, bonds, and annuities to develop comprehensive financial plans for clients and prospects.

From 2019- 2020 I worked as a server in the restaurant of Friar's Head Golf Club. Due to Friar's Heads status as the 16th highest ranked golf course in the nation, I was exposed to working with high net worth individuals on a daily basis. This allowed me to develop customer service skills and my ability to work in teams.