Mukwonago, Wisconsin, United States
Finance student at the University of Wisconsin-Milwaukee pursuing a Certificate in Investment Management and selected for the CFA-affiliated Investment Management Certificate Program. Experience spans logistics finance, corporate finance, equity research, and operational analysis, with a focus on financial modeling, data-driven decision-making, and process improvement. Gained experience supporting investment analysis and client-facing initiatives through the investment management program overseeing more than $11 million in assets under management. Skilled in FactSet, UBS HOLT Lens, and advanced Excel, with a strong interest in leveraging automation and emerging technologies to solve business challenges and improve efficiency. Driven by a passion for investing, continuous learning, and identifying opportunities where finance, technology, and business strategy intersect.
• Support financial analysis, forecasting, and reporting for logistics operations across Kohl's distribution network • Analyze operational and financial data to identify trends, improve efficiency, and support business decisions • Collaborate with finance and operations teams on process improvement initiatives and special projects
• Led and coordinated crews of 2-4 movers to complete time-sensitive residential and commercial relocations. • Ensured safe handling, stacking, and transport of assets with zero damage incidents. • Managed on-site payments and developed strong client rapport, leading to repeat business.
• Delivered high-volume customer service while customizing beverages to order. • Maintained product availability and station cleanliness to support team efficiency. • Cultivated strong customer relationships to enhance store community atmosphere.