Canada
I have completed my program in Finance and Economics at the University of Calgary's Haskayne School of Business. As part of my Honours program, I am researching the transformative impact of digitization on student anthropomorphism towards education for my thesis. Looking forward beyond graduation, I have my sights set on graduate studies, aspiring to obtain an MBA to further refine my business skills, expand my world-views and expand my professional network. Passionate about sustainability and environmentalism, I am eager to leverage my knowledge to contribute positively to my community and the world. I believe in the power of continuous growth and development, both personally and professionally. My goal is to contribute meaningfully to every project I undertake and to positively impact the community around me. Beyond finance, I am fascinated by artificial intelligence and its implications for tomorrow's business world. My academic journey is marked by a commitment to accountability, a passion for positive change, and a talent for problem-solving. As a student, I thrive in dynamic learning environments and harbor professional interest in consulting, wealth management, corporate banking, and data analytics. I am actively seeking opportunities to gain practical experience in these fields and I am eager to contribute my skills and insights to real-world projects. A few of my core interpersonal and technical skills are highlighted below: Financial modelling • Data analytics • R Studio • Microsoft Office • Power BI • Creativity • Problem-solving • Team work • Relationship building • Self-assessment • Presentation skills • Team management and leadership
Courses: COOP 523.01, COOP 523.02
•Advising clients on risk management strategies and helping to devise new ways to mitigate risks associated with a loss •Developing customized insurance protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation •Responsible for conferring with customers and potential clients by phone, email or in person in order to inform and educate them about products and services •Attending to all client needs including new policies, policy changes, and policy cancellations
•Established effective ability to bridge communication gap between student-led club and major corporations by soliciting corporate sponsorships, and developing relationships with firm representatives •Responsible for managing all monetary operations and overseeing financial health of entire organization •Collaborating with a team of 12 executives to introduce and create opportunities for university students in the field of consulting
•Conducted in-depth financial analysis for a student-run investment fund, contributing to strategic investment decisions and portfolio management •Researched market trends and evaluated investment opportunities, enhancing the fund's overall performance and providing key insights to the team. •Collaborated with a diverse team to analyze potential investments, facilitating informed decision-making and contributing to the fund's successful management.
•Evaluated corporations based on financial statements and valuation analyses, developing new stock/bond recommendations •Reviewed 150+ client portfolios monthly to assess strategies based on objectives and risk profile to prepare customized asset allocation suggestions •Prepared portfolio performance reports and supporting materials for client meetings •Worked with one of the bank’s top teams to provide superior wealth management services to affluent and high net worth clients