Analyzed 100+ day-to-day client engagements and advisory sessions of over 4 billion dollars in total managed assets
Contributed to digitization of workflows, resulting in improved organization and time management while gaining practical experience in the financial industry
Financial Accounting Intern
Adults and Children With Learning Disabilities
Bethpage, NY
11.2023 - 12.2023
Supported efficient office management through meticulous expense tracking, financial record organization, and daily administrative assistance.
Sorted through and overlooked an approximately 100+ million dollar budget ensuring all debits and credits aligned
Political Intern
Suffolk County Legislator
Huntington, NY
06.2023 - 08.2023
Conducted thorough analysis of 18 district zones in both independent and team settings, resulting in improved outreach strategies and service efficiency for constituents.
Contributed to strategic planning efforts aimed at enhancing legislator responsiveness to community concerns and helped increased community engagement by approximately 15%
Education
MBA - Finance
The University of Tampa
Tampa, FL
12.2027
Skills
Competitions: SAP simulation winner (Most sales out of any other company)
Certifications/ Proficiency: Excel certified, SIE exam(In Progress), Refinitiv certified, Tableau, Fluent in Russian
Volunteer Experience: Helping Hands Mission Huntington, NY - Handing out clothes and food to the needy
Interests: Chess, Fishing, Tennis,
Leadership & Activities
[Phi Delta Theta] Member - Recruitment board member
The fraternity is built on three pillars: Friendship (lifelong brotherhood), Sound Learning (intellectual curiosity and academic growth), and Rectitude (integrity and character)
As part of the recruitment committee I represented Phi Delta Theta bringing in 5 potential members and helped lead them throughout the recruitment process
[Club Tennis Team] Member
Built strong relationships with other team members while also playing in a competitive team environment
Traveled all over the state of Florida to compete as a team against other schools concluding in us having a winning season
Helped arrange a team tournament to help fundraiser money for those who were in need collecting over $500+ dollars
[Micro Finance Club] Member
Helped facilitate and supply micro loans with very low interest rates to small business owners trying to start or find financial stability