Worked 15+ hours a week on top of daily classes to provide income during college.
Helped organize new business plan and adjust prices of food to provide more revenue.
Improved kitchen efficiency by streamlining prep tasks and effectively organizing workstations.
Intern
SC State Treasurer-Investments Management
01.2024 - 02.2024
Managed all funds allocated to the State Treasurer's Office across various different portfolios.
Daily internal reports on trades and adjustments based upon outside sources.
Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
Collaborated with internal teams to develop customized investment solutions for institutional clients.
Prepared information, reports, and updated data for the QIM.
Senior Dockhand
Toler's Cove Marina
04.2018 - 01.2024
Managed the docks and oversaw the daily functions of all aspects of the marina.
During the summer conducted services for 100+ customers at different intervals throughout the day.
Made sales along with managed the accounts of owners of the slips in the marina. Kept track of monthly billings along with inventory of the store.
Managed conflict and ensured that all customers got what they needed efficiently.
Intern
Cummings Wealth Management
05.2023 - 08.2023
Directly worked for the CFP and was given various different tasks including financial plans for clients, master holdings reports, was given the chance to work in all various aspects of wealth management.
Streamlined office processes for improved efficiency and time management through regular organization and filing.
Conducted financial plans revisions for various different clients each day.
Assisted in portfolio management for optimal asset allocation and diversification.
Utilized advanced financial tools to analyze client portfolios, optimizing investment strategies for maximum returns.
Education
Bachelor's - Finance
Wofford College
Spartanburg, South Carolina
05.2024
Colligate Activities
Sigma Alpha Epsilon, 02/2021, Present, Member of the fraternity, organize philanthropy events.
Wofford Ducks Unlimited, 09/2021, Present, Member and event coordinator. Ensure that budget is appropriate for semester auction.
Terrier Investment Club, 09/2022, Present, Member, Created by finance majors to grow their knowledge.
Wofford TU Costa 5 Rivers Club, 05/2023, Present, Founding member, designed to teach fly fishing and promote conservation.