A passionate student-athlete who has integrated diverse experiences throughout professional, educational and athletic careers in order to cultivate a hardworking, empathetic, and curious attitude toward the world and all new experiences.
Overview
2
2
years of professional experience
Work History
Investment Advisory Consulting Intern
Commonwealth Financial Network
05.2023 - Current
Assisted analysts with various advisor requests daily, including portfolio reviews, portfolio construction in Morningstar, and portfolio metrics through Bloomberg, FactSet and other data tools.
Worked closely with Investment Management, Equity Research, Fixed Income, and Alternative Research teams.
Assisted in automation of advisor fee analysis tool in excel.
Developed roadmap to assist advisors in outsourcing their asset management in excel
Team Sales Associate
Total Sports Repair
03.2023 - 05.2023
Attended and helped facilitate over 15 team fittings across Massachusetts and New Hampshire.
Organized, manufactured and distributed youth baseball and hockey team uniforms for town programs ranging across Massachusetts and New Hampshire.
Software Implementation Consultant
BMD Consultants
06.2021 - 10.2022
Completed rigorous training to learn UKG/Kronos solution software.
Participated in consultation, configuration and implementation of UKG/Kronos software for global companies such as Essity.
Manager, Portfolio Reports & Data Services at Commonwealth Financial NetworkManager, Portfolio Reports & Data Services at Commonwealth Financial Network