Evanston, Illinois, United States
Healthcare Real Estate
Analyzing funds containing equities and fixed income through a mixture of financial models that take into account the debt levels, past performance, and current market trends
Founded and managed a mangrove tree-planting non-profit, planting over 10,000 trees in over 2 years of operation. Collaborated with local sustainable woodcraft and clothing businesses, setting up 6 client meetings, negotiating 2 contracts, and organizing the distribution model for the effective handover of products, which were sold for over $5,000. Conceptualized and created marketing content for Mangrove Movement’s Instagram and Website, creating over 50 posts/content over the two platforms and setting up advertisements that increased sales by 20% in the first quartile of use.
Aided the lead researcher for Philequity Management Wealth Securities by providing fundamental and technical analyses. Researched and analyzed 30 potential stocks for investment, as well as trends in five different sectors (banking, property, consumer, services, utilities) to holistically analyze and accurately project Philequity’s mutual fund performance.