Experience
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U.S. Bank (Full-time · 4 yrs 4 mos)
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Vice President Portfolio Manager
Apr 2023 - Present · 3 yrs 4 mos
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Portfolio Manager
Apr 2022 - Present · 4 yrs 4 mos
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Advisory Board Member at Birkey Investment Fund
Aug 2014 - Present · 12 yrs
Review quarterly reports and advise 10 upperclassmen team responsible for preparing 30 page financial reports leveraging trade journals such as Valueline, Reuters
• Evaluate 4 company reports and stock recommendations and make investment decisions.
• Elected as 1 of only 15 global members based on strong research skills and voluntary involvement with fund.
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Hills Bank and Trust Company (5 yrs)
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Investment Officer
Sep 2019 - Apr 2022 · 2 yrs 8 mos
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Investment Analyst
May 2017 - Apr 2022 · 5 yrs
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Tennis Professional at University of Iowa
May 2017 - Apr 2022 · 5 yrs
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NDEX Administrator and Operations Team Lead at RDA Financial Network, Inc.
Feb 2015 - May 2017 · 2 yrs 4 mos
Manage third party reporting system.
Fill out paperwork and assist in processing.
Assist in projects across the organization