- Experience researching investments and analyzing market conditions
- Accomplished writing skills as evidenced by published research reports
- Capable in maintaining databases with key financial data and statistics using SQL
- Ability to manage multiple responsibilities in a fast-paced environment
- Detail-oriented; use fundamental data, analysis, and forecasting for recommendations
- Self-motivated; use initiative and leadership to meet critical deadlines and personal goals
- Flexible; easily acclimate to new concepts and work environments
- CFA Level 1 Candidate
- Salem State University, Salem, MA
- Bachelors of Science in Economics, Magna Cum Laude 2011, GPA: 3.64
- Related Courses: Econometrics, Quantitative Analysis, Banking and Financial Markets
- Senior Thesis: The Effect of Systemic Risk and Financial Firms
- SQL, IBM SPSS, XML, Python, Microsoft Excel, Power Point, Word, Access
Analyst Intern January 2011 – May 2013
Pipeline Data, LLC. Boston, MA
- Collect and analyze data to identify market trends, product flow trends, market opportunities, and competitor trends.
- Author and contributor to investment reports that explain industry trends and investment opportunities within the technology sector.
- Utilize analytical strengths to develop quantitative models using over 125 statistically significant variables from financial reports.
- Perform research for specific companies that include an assessment of the financial condition, growth prospects, quarterly earnings, and valuation considerations.
- Provide qualitative and quantitative analysis to assist in identifying and assessing risks.
- Present time-sensitive research on an ad-hoc basis.
General Manager September 2008 – Present
Tru Van, Inc. d/b/a Whittemore Hardware. Melrose, MA
- Manage a $500,000 inventory annually adjusting for unique demands of the independent hardware industry.
- Reduce costs by an average of 4.5% annually through implementing a centralized process.
- Set and meet goals to reduce operating margins, recently increasing profits by $26,000through establishing relationships with new vendors and discharging old ones.
- Redistributed wages from hourly to commission in order to end a principal agent dilemma,increasing repair service outflow by 240%.
- Lead a twenty-person team, guiding the team to increase overall customer retention.