New York City Metropolitan Area
I am an entry-level Analyst who has performed financial modeling both while studying for my degree in business economics, as well as interning in a real estate company and working summers in service jobs. In addition to my interest in finance, I have been a sculpture’s apprentice working on design and sales; I am also active in football and basketball collegiate intramurals. My volunteer work includes volunteering at a Long Island-based men’s shelter, as well as being a member of the SUNY Cortland American Cancer Society. The following represent the type of projects I’ve worked on while earning my degree: • Sourced historical stock prices to create a historical track record & perform linear regression analysis of performance (reward) and standard deviation (risk) relative to a benchmark • Modeled mortgage payments for hypothetical couple to determine loan qualification by incorporating escrow, max % of GMI for total expenses, property tax & insurance • Participated in a company management simulation by allocating working capital toward marketing, R&D, production, & headcount costs in an effort to increase company growth and gain market share. • Performed comparative market analysis during internship to determine pricing for student housing leases relative to competitors & to ensure property listing prices aligned with changing market conditions. • Collaborated on creating an options pricing model utilizing Black-Scholes • Simulated stock portfolio based on $65K initial investment in tech, solar & medical equities, then analyzed portfolio value to identify stocks 10% or greater than other holdings • Developed amortization table to determine number of payments to pay off loans with specified interest rates • Calculated payments to pay off hypothetical credit card bill with >$10K monthly balance, incorporating IF statement to determine optimal amount/payment, THEN created a second amortization table to determine fastest way to pay off loan
• Active member of Toastmasters International, committed to improving communication and leadership skills. • Regularly deliver speeches, receive constructive feedback, and take on leadership roles. • Develop confidence in public speaking, critical thinking, and engaging audiences.
•Serve as the primary point of contact for clients, understanding their needs and delivering tailored solutions to drive business growth. •Analyze client data and industry trends to provide actionable insights and recommendations that enhance client value. •Continuously seek opportunities to upsell and cross-sell Broadridge's products and services, contributing to revenue growth. •Monitor client accounts, ensuring timely delivery of services and identifying areas for improvement to exceed expectations.
• Process interim funds and equities for publicly traded funds and companies, ensuring precise and timely execution of transactions. • Verify and reconcile transaction details to ensure accuracy in fund and equity processing, adhering to compliance standards. • Collaborate with investment managers to resolve discrepancies and address issues related to fund and equity transactions. • Prepare and review reports on interim fund allocations and equity trades, providing detailed insights for financial analysis and strategic planning
• Used advanced Excel Macros and specialized audit software including Proxy Edge, Proxy Disclosure and Proxy Plus to conduct in-depth audits on publicly traded companies, ensuring accuracy and compliance with regulatory standards. • Conduct proxy voting, meticulously reconciling votes and ensuring compliance with regulatory standards. • Analyze financial data and documents to identify discrepancies, errors, or potential areas of risk. • Collaborate with cross-functional teams to develop and implement audit procedures and protocols.
• Conducted interviews with prospective candidates to assess their qualifications • Trained 4 new sales team hires, on average per week, at startup experiential marketing company • Customized training included approaches to drive brand awareness & increasing customer acquisition sales revenue
• Conducted comparative market analyses to estimate property values • Analyze ROI, NOI, & CAP rate for investment properties • Assist managing broker with negotiations for financing of commercial & residential real estate sales
• Assist the artist in the production of art pieces. • Sold art at various art shows including the Architectural Digest Show, the Armonk Art Show, Bethesda Fine Art Show, and the Guilford Art show. • Delivered art pieces to clients