Senior Family Business Analyst (equity fund) oversees $500,000 assets under management along with providing classroom instruction on fundamentals of equity markets. Responsible for interviewing and hiring coaches and referees Created multiple spreadsheet game schedules, purchased uniforms and managed game day logistics.
Senior Family Business Analyst (equity fund) oversees $500,000 assets under management along with providing classroom instruction on fundamentals of equity markets. Responsible for interviewing and hiring coaches and referees Created multiple spreadsheet game schedules, purchased uniforms and managed game day logistics.
Senior Family Business Analyst (equity fund) oversees $500,000 assets under management along with providing classroom instruction on fundamentals of equity markets. Responsible for interviewing and hiring coaches and referees Created multiple spreadsheet game schedules, purchased uniforms and managed game day logistics.
EDUCATION St. Bonaventure University, GPA 3.89 /4.0 B.B.A Finance
Expected Graduation: May 2016
Software: Excel, Access, Word, PowerPoint, Bloomberg Certified
EXPERIENCE CITIGROUP, GETZVILLE, NY June 2015 August 2015 Risk Management Analyst Risk assessment and credit analysis of existing relationships including review of financial statements to monitor operating performance, financial condition, peer analysis, and preparation of projections and sensitivity analysis Assist manager with Annual Review for Yahoo! Produce Debt Rating Models for private clientele Create an efficiency report on Buffalo Analysts and NYC Reviewers utilizing Excel and creative thinking. Help expose bottleneck areas throughout a company review process. Use of leadership skills to guide team projects toward completion in a timely manner STUDENTS IN MONEY MANAGEMENT (SIMM) August 2014 Current Operations Manager Actively support members with the completion of trades Organize Club events and activities in order to maximize SIMM network locally and nationally Liaison between SIMM and University management Senior Family Business Analyst (Equity Fund) Responsibilities consist of oversight of $500,000 assets under management along with providing classroom instruction on fundamentals of equity markets Conduct daily investment research and valuation to further my understanding of the global markets FRIEDSAM MEMORIAL LIBRARY, ST. BONAVENTURE, NY January 2013 Current Front Desk Management & Customer Relations Fielding questions regarding technology and research available to students and faculty Aid research by collecting data to track library usage in attempts to better utilize available resources TOWN OF ONTARIO, ONTARIO, NY May 2013 August 2014 Head Youth Soccer Coordinator Responsible for interviewing and hiring coaches and referees Created multiple spreadsheet game schedules, purchased uniforms and managed game day logistics Successful implementation and maintenance of town soccer league CURRENT HONORS AND ACTIVITIES LEADERSHIP:
St. Bonaventure Friar Scholarship
2012-present Deans List Honors Recognition Economic Club start up Committee Member