- Apart of inaugural Financial Planning Association Challenge Team at Seton Hall University in 2023- Assemble client welcome letter, financial situation summary, and client goals analysis- Collaborated with fellow teammates to analyze case study and form recommendations to benefit our clients' financial outlook- Network with financial planning professionals

- Write, edit, and publish articles for The Official Business Publication of Seton Hall University- Specialize in composing articles on current events in Finance, Technology, Sports, and Marketing topics.

• Student Managed Investment Fund• Operate a $400,000 dollar student-managed endowment fund composed of equities • Pitch investment ideas to fellow club members at weekly meetings and discuss current events in the business world, examine micro and macro factors of stock prices and stock market performance • Analyze current financial events by composing writing pieces for the weekly alumni newsletter

- Analyzed equities based on fundamental and technical data, while also studying market trends compiling a mock portfolio model based on market sectors, risk tolerance, and cash flows- Assembled S&P 500 company reports, focusing on leadership, earnings per share, and revenue history to determine if they are a favorable investment for firm's client base- Composed weekly newsletters analyzing market trends and their impact on the equity and bond markets- Entrusted to perform client prospecting by analyzing local 401(k) plans to identify new revenue streams for firm

•Entrusted to manage and examine financial documents such as portfolio goal trackers for over 100 clients •Analyze the balances of stocks and bonds in portfolios based on the risk tolerance of the client •Evaluate stock, bond, and mutual fund options for client portfolios using Morningstar service focusing on asset allocation, stock holdings, and risk and return rates•Attend meetings with advisors to discuss efficient investment strategies to keep client’s equity secure and maintain healthy relations during times of volatile markets concentrating on rate of return, risk tolerance, and customer service skills• Update and review clients' asset and liability values to ensure accurate year-end financial statements