- Receive coaching and online instruction to achieve targeted interview, technical, and professional developmental goals- Learn business fundamentals to compete successfully for internship opportunities- Complete industry-specific training and assessments focused on developing technical skills, institutional knowledge, and attention to detail

As a summer private equity analyst at Taglich Brothers Inc., I conducted market research, performed detailed company analyses and financial modeling, attended weekly zoom calls, collaborated closely with executives and interns, gaining valuable experience in investment strategies and market evaluation.

Summer Caddie at Huntington Country Club

• Utilized company software to regularly update and maintain client data in portfolios, ensuring precision and compliance with regulatory requirements while enhancing the overall efficiency of portfolio management• Collaborated with the Senior Vice President to analyze client portfolios, assess risk tolerance, and develop strategic adjustments, resulting in improved portfolio performance and client satisfaction• Created engaging and informative presentations to communicate investment… Show more • Utilized company software to regularly update and maintain client data in portfolios, ensuring precision and compliance with regulatory requirements while enhancing the overall efficiency of portfolio management• Collaborated with the Senior Vice President to analyze client portfolios, assess risk tolerance, and develop strategic adjustments, resulting in improved portfolio performance and client satisfaction• Created engaging and informative presentations to communicate investment strategies and performance updates to clients, contributing to enhanced client understanding and confidence in the firm's services Show less

• Generated customized reports using the company software, eMoney, to illustrate and compare different life and health insurance plans, for current client portfolios and use in new client acquisition meetings• Participated in client meetings, gaining firsthand experience in client relations • Conducted meticulous data validation and reconciliation processes, resulting in a significant reduction in portfolio discrepancies and improved overall data integrity.

4 years of lifeguarding at my local beach