Selected to a 50-member cohort, representing the top 5% of the Smeal College of Business, to develop leadership and professional skills, apply classroom knowledge to real-life situations, and contribute to community outreach initiatives. Completed 25+ hours of professional development, leadership development, and community service per semester

Oversaw a team of 23 analysts spanning 8 sectors, managing a six-figure equity fund sourced from local, State College Area investors. Directed the review of analyst reports, stock pitches, and presentations, while also evaluating the broader economic outlook and S&P 500 weightings. Orchestrated bi-weekly fund meetings to facilitate discussions with analysts and sector managers to make buy/sell decisions on securities based on the fund’s economic strategy, sector performances, and news impacting consumer preference and the market.