Driven by a results-focused approach, I honed my analytics and teamwork skills through impactful projects at Mutual of America Capital Management LLC and Allianz Life. Excelled in leveraging Bloomberg Intelligence for in-depth research and played a key role in developing a new database system, significantly enhancing client service efficiency.
Overview
1
1
year of professional experience
Work History
Internship
Mutual of America Capital Management LLC
New York, NY
05.2024 - 08.2024
Worked with investment analysts and the research team at MOA Capital Management.
Focus on both equity and fixed-income markets from a buy-side perspective.
Participated in team meetings and discussions about capital markets, and why certain investment decisions were made.
Participant in investment calls and in-person meetings with equity analysts had the opportunity to hear CEOs and CFOs from publicly traded companies pitch their stock.
My internship project involved writing a stock research report on Moët Hennessy Louis Vuitton SE, using Bloomberg Intelligence and other available resources.
Operations Intern
Allianz Life
Minneapolis, MN
05.2023 - 08.2023
Worked closely with the Life New Business team, handling new case workflows.
Participated in presentations and communications with upper management of Allianz to improve their employee experience for the next generation.
I was part of a project team that worked to create a new database system to improve customer service and organize client information for the Life New-Business team.
Education
BA - Finance
University of St. Thomas
Saint Paul, MN
05.2025
High School Diploma -
Lakeville North High School
Lakeville, MN
06.2021
Skills
Microsoft Excel
Microsoft Word
Microsoft Access
Microsoft Teams
Webex
Bloomberg Intelligence
Public speaking
Teamwork
Critical thinking
Analytics
Complex Problem-solving
Quick learner
Professionalism and etiquette
Data interpretation
Affiliations
Passionate about athletics such as working out and playing golf.
Love spending time with my family and friends.
Very interested in Capital markets and enjoy following them during my free time.