Dynamic finance graduate skilled in client outreach and risk assessment. Experience in leveraging Bloomberg Terminal for market insights and conducting policy reviews, contributing to strategic decision-making and client satisfaction.
Overview
1
1
year of professional experience
Work History
Bloomberg Terminal Research Projects
University of Wyoming
Laramie, Wyoming
08.2025 - Current
Completed 100+ hours of analysis using Bloomberg Terminal, WRDS, and IBISWorld for academic, portfolio, and valuation projects.
Analyzed macroeconomic indicators, equity data, and yield curves to support portfolio strategy and financial modeling for the Financial Management Association.
Leveraged WRDS for financial benchmarking and IBISWorld for industry insights and market outlooks.
Tracked real-time data, news, and earnings for University Foundation and State portfolios; delivered concise market reports and performance analyses.
Commercial Lines Intern
Crest Insurance Group
Laramie, Wyoming
05.2025 - Current
Learning the fundamentals of personal and commercial insurance lines, including policy structures and market dynamics.
Assisting with client prospecting and outreach to identify potential coverage opportunities.
Conducting initial policy reviews to support risk assessment and coverage analysis.
Education
Bachelor Of Science (BS) - Finance And Professional Sales
University of Wyoming
Laramie, WY
05-2026
Skills
Financial Modeling & Excel
Bloomberg Terminal
Equity & Industry Research
Client Outreach & Prospecting
Data Analysis
Leadership & Teamwork
Communication & Problem Solving
Timeline
Bloomberg Terminal Research Projects
University of Wyoming
08.2025 - Current
Commercial Lines Intern
Crest Insurance Group
05.2025 - Current
Bachelor Of Science (BS) - Finance And Professional Sales