- The Cardinal Fund is a $1,000,000 student-managed investment fund designed to provide students with an experiential learning opportunity through real-world security analysis and portfolio management experience.- Concentrated analysis on the technology industry, selecting TTM Technologies, a leading provider of time-critical manufacturing services for printed circuit boards and advanced technology solutions, including mission systems and RF components.- Conducted comprehensive qualitative and quantitative analyses of TTM Technologies, evaluating its historical performance, management team, internal strategies, and associated risk factors, while also performing financial statement analysis and assessing historical trading activity within the electronic components sector.

- Assisted Client Financial Services representatives in managing their sizable collections portfolio to ensure the collection of aged receivables and timely application of payments. - Provided accurate and detailed information regarding Bloomberg subscriptions, Bloomberg product usage, outstanding and future invoices, and payment plans to Fortune 500 companies, investment banks, credit rating agencies, and other major financial services firms. - Utilized the Bloomberg Terminal and SAP softwares to analyze invoices and credit memos, research clients, analyze accounting reports and financial statements, and other daily financial operations. - Collaborated with the billing and internal sales teams to address and resolve pricing issues and invoice disputes. - Processed customer refunds, write-offs, escheatable items, and prepared delinquent accounts for third-party collections. - Collaborated with 3 other interns to develop a departmental process enhancement, an AI-powered virtual chatbot that helps Bloomberg customers view and analyze their data, and presented this idea to senior representatives in the Global Finance and Accounting Department, the Global Revenue Operations Department, and the Software Engineering Department.

- Assisted in financial analysis and planning for a diverse portfolio of clients, ensuring accurate and timely reporting.- Conducted risk assessments and assisted with tax research and analysis to enhance client performance and compliance.- Utilized accounting softwares, such as Intuit Quickbooks and GoFileRoom, to streamline processes and improve efficiency in client engagements.- Gained hands-on experience in various facets of accounting, consulting, and financial analysis by working closely with experienced professionals.

- Provide accurate and detailed information to students and parents about the financial aid process in person and over the phone.- Act as the first point of contact for all visitors and callers to the office, demonstrating exceptional customer service and professionalism.- Assist financial aid counselors with various tasks within the Financial Aid Office to streamline operations and enhance efficiency.- Developing a broad understanding of financial aid processes and federal regulations, enabling accurate information dissemination and effective guidance to students and parents.

- Assisted the Underwriting and Data Analytics team in the analysis of data and preparation of presentations and reports for carriers and clients to maximize benefit plans and minimize client costs.- Assisted Employee Benefit Account Executives in the preparation of proposal, pre-renewal, mock discovery, and open enrollment meetings.- Utilized softwares, such as MyEdge, ZoomInfo, and BenefitPoint, to assist Account Executives and Sales Producers in the research of potential clients.- Gained valuable sales experience through weekly 3 hour cold-calling blocks, attending regional sales workshops, and shadowing skilled sales professionals.- Other projects include: 1) a summer-long project that involved communicating with insurance carriers to acquire forward-facing marketing materials to develop an online database; 2) worked with 5 other interns throughout the United States on a project to improve company training and employee retention; and 3) a unique drop project for 36 prospective clients.

Teaching Assistant for FIN 226: Introduction to Finance and FIN 313: Financial Modeling - Held office hours twice a week to review material, answer general questions, and give feedback to 44 students.- Assisted instructor in managing the evaluation of tests, quizzes, and other course assignments.- Effectively communicated with instructor to ensure adequate operations of both classes.

- Analyzed and coordinated an average of three daily large-scale tasks such as park renovations and road closures, resulting in minimal impediment for citizens.- Communicated and collaborated with a team of three people, ensuring quality performance of duties.- Planned daily schedule based on priorities, completing tasks efficiently. - Promoted to autonomous role based on consistent and effective work.

- Collaborated with a 20-person team to successfully launch large-scale 35 table restaurant. - Interacted with over 100 customers per shift, delivering efficient and enjoyable experience.- Maintained cleanliness of the restaurant by cleaning bathrooms, washing dishes, sweeping and mopping the floors, wiping down tables after use, and more.