EDUCATION
B.S. Finance - University of Wyoming – Laramie, Wyoming | Graduated May 2024
- Coursework in Accounting, Financial Modeling, Advanced Corporate Finance, IT/Supply Chain Management, Financial Statement Analysis
- Semester at EM Strasbourg business school, Strasbourg, France
- GPA: 3.45/4.0
PROFESSIONAL EXPERIENCE
Investment Analyst Intern, University of Wyoming Foundation – Laramie, WY | May 2024 – Present
- Selected for a highly competitive internship for the team that manages the university’s $800M+ endowment fund, I joined a 6-person investment team, gaining valuable hands-on experience in a variety of public equity activities.
- Proposed new investment opportunities: Conducted research for, prepared presentations, and presented a $5,000,000 investment, achieving unanimous support from the board.
- Financial modeling: Built and maintained large financial models with automated features using Visual Basic macros.
- Investment analysis: Researched and analyzed much of the firm’s portfolio and investment opportunities, gathering and analyzing financial data from various sources, including Bloomberg, company filings, and internal sources.
- Underwriting: Created models that underwrite companies for money market instrument transaction viability, resulting in integration into larger models.
Warehouse Generalist, Diagnostic Support Services – Lombard, IL | May 2021 – August 2023
- First member of the warehouse team at start-up laboratory supply services company and played a key role in developing and laying the foundation for the warehouse operations.
- Logistic oversight: Monitored inbound and outbound shipments of medical diagnostic kits through FedEx, UPS, and USPS portals, adhering to the compliance standards of individual customers.
- SOP development: Reviewed and executed warehouse SOPs and helped develop new SOPs as additional customers were onboarded to guarantee efficiency within the warehouse.
- Employee training: As business operations grew, coached and trained multiple new warehouse associates.
Paralegal Intern, Burton Neil & Associates – West Chester, PA | June 2022 – August 2022
- Joined a 20+ employee law firm as an intern where I developed strong research and support skills as well as learning detailed legal industry knowledge needed for the fast-paced, collaborative environment.
- Mastered new computer programs: Utilized CSS legal software for court arrangements, document filing, and data review.
- Quality control for legal documents: Prepared, coordinated, proofread, and organized documents for financial transactions.
- Communications: Initiated phone correspondence with courthouse clerks to investigate court costs for various complaints.
KEY SKILLS
Underwriting; Risk Analysis; Financial Modeling; Account Management; Bloomberg; Microsoft Office.
SYSTEMS EXPERIENCE
Microsoft Excel; Visual Basic; Microsoft Word; Microsoft PowerPoint; Zoom; Salesforce; Topshelf; OpenAI Software; Bloomberg Terminal; SS&C.