Job responsibilities include managing the production and distribution of marketing materials, analyzing alternative credit investment trends of institutional investors, and participating in management consulting projects that focus on advising asset management firms on the alternative credit space. Assisted in producing four Gapstow white papers: Alternative Credit Allocations by US Public Pension Plans: 2021, 2020, and 2019 Annual Surveys, and How do US Public Pension Plans Allocate to Alternative Credit (2018)

Focused on managing trade bookings, corporate actions, and proxy votes across all Gapstow funds, along with facilitating cash movements and reconciling daily cash activity.

An eight-week program designed to provide in-depth and expert training on financial planning topics, with the ability to sit in on virtual client meetings and explore how different financial planners practice financial planning. Topics covered in the externship included investment planning, insurance and risk management planning, client onboarding, cash flow planning, student loan and college planning, retirement planning, tax planning, and estate planning.

Member of U.S. Figure Skating, Learn to Skate USA, and the Professional Skaters Association with 15+ years of coaching experience.

Responsible for covering private equity, real estate, and hedge fund of funds products on the alternative investment platform. Daily tasks included assisting financial advisors with completing subscription, transfer, and redemption paperwork for their clients, processing capital calls and distributions, and overseeing money movement activities to fund administrators and high net worth clients.

Job responsibilities included analyzing cash flows and P&L, daily cash reconciliations, and creating monthly portfolio and fund accounting valuations.