EDUCATION:Bentley University, Waltham, MAMasters in Finance (3.61) December 2016Bachelor of Science, Economics – Finance (3.54) May 2014Relevant Coursework: Equity Valuation, M&A, Derivatives, Financial Modeling, Fixed Income Valuation Additional Details:Skills and Certifications: Bloomberg Certified, FactSet Financial Modeling, WSP Financial Modeling, ExcelInterests: Travel, Soccer, Reading, Auto-Industry, Skiing, Fitness Work Experience: Cumming & Associates, LLC, Naples, FL October 2016 – PresentEquity Research Analyst Intern• Produced comprehensive 3 statement financial models, DCFs, and valuation tables. • Assisted in the creation of written proposals to be presented to prospective clients and firm partners• Performed market research, and market performance trends in the healthcare industry Foresters Financial, Latham, NY January 2015 – March 2015Financial Representative • Analyzed financial portfolios for clients to create individualized financial plans to achieve their goals• Trained in analysis of life insurance plans, annuities, and mutual fund performance• Succeeded in establishing a framework of sales techniques to acquire clients and close deals Wells Fargo Advisors, LLC, Albany, NY June 2013 – August 2013Investment Analyst Intern • Provided the V.P. of investments with macro-economic trends and analysis• Analyzed public companies and reported findings directly to the V.P of investments• Researched fixed income securities offerings to manage cash flow timing for clients The 1st Church of Christ Scientist, Boston, MA September 2012 – January 2013FP&A Intern• Managed a benchmarking project to compare the finance department against industry standards• Identified operational inefficiencies and areas of risk for department health and longevity• Crafted metrics and key performance indicators when necessary and delivered results to the director of finance Relevant Experience: Personal Investments, Albany, NY August 2013 - PresentInvestment Advisor• Serve as an advisor to long-only portfolios worth multi-millions with a focus on high-quality growth investments• Propose new investment ideas using fundamental research techniques coupled with qualitative analysis of the industry, management, and firm specific catalysts and risks• Ensure the portfolios are returning above market rates and are protected from event driven downside risk Equity Valuation Class Project: Healthcare Sector – Stock Pitch and Report December 2016• Developed a full equity report and pitch presentation on Gilead Sciences, Inc. as a buy-side analyst. Used a DCF coupled with multiples in a blended valuation approach to generate a precise and accurate price target for the stock.• Crafted a full financial model including balance sheet, income statement, statement of cash flows, and ratio analysis. This forecast was rolled out into a complete DCF model.• Deliverables were used in a ten-minute CFA competition style presentation• Initiated FactSet screening techniques for security selection.
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