Finance professional with experience in IRA operations, investment analysis, and client support, specializing in alternative investments and regulatory compliance.
Overview
5
5
years of professional experience
Work History
Operations Specialist
CamaPlan
Ambler, PA
07.2025 - Current
Administer self-directed IRA accounts, facilitating client-directed transactions including transfers, distributions, and asset onboarding
Handled high-volume cash movements and reconciliations while ensuring compliance with IRS guidelines and internal
Assisted clients in executing alternative investments (e.g., private placements, real estate, and notes) by guiding them through documentation, funding, and custodial requirements
Manager of Operations
Cafe La Maude
Philadelphia, PA
06.2021 - 2026
Directed financial operations, including budgeting, expense tracking, and reporting, ensuring alignment with company goals.
Managed a 10-person team through scheduling, training, and performance evaluations, improving team
Investment Analyst (Capstone Project)
HTMW Finance Project
Abington, PA
01.2024 - 03.2024
Led a 5-member team in a portfolio simulation using non-S&P 500 stocks, outperforming the market by 8%.
Conducted in-depth market research, risk assessment, and equity analysis to inform strategic investment
Education
B.S. - Finance
Penn State Abington
Abington, PA
12.2024
Skills
Fluent in Albanian and German
Investment Analysis & Portfolio Management
Salesforce
Quickbooks
Microsoft Excel, Word, PowerPoint
Securities Industry Essentials (SIE) – In Progress
AWARDS
R&L McKee Scholarship, Newcombe Foundation Scholarship