Education
University of Tampa, Tampa, Florida - Expected May 2025
Bachelor of Science – Major in Finance, Minor in Accounting
GPA: 3.7
The Hill Academy High School, Caledon, Ontario - May 2022
GPA: 4.2
Experience
JP Morgan Chase, New York, New York
Mid Cap Investment Bank Business Manager - June 2024 – August 2024
- Processed 783 client coverage updates.
- Reported deal flow, intensity, pipeline, and league tables.
- Transitioned clients from commercial to investment bank.
Fisher Investments, Tampa, Florida
Private Client Group Junior Associate - January 2024 – April 2024
- Connected with clients to formulate financial goals.
- Shadowed divisions of the wealth management structure.
- Researched market conditions and talking points for clients.
Grow Financial Credit Union, Tampa, Florida
Financial Analyst - April 2023 – August 2023
- Modified processes to report uninsured deposits.
- Generated a new tracking sequence to assess asset liability management.
- United with the Treasury Department to monitor and forecast cash flows.
Activities
Best Kept Capital, Tampa, Florida
Hedge Fund Analyst - August 2023 – May 2024
- Screened companies to match portfolio risk.
- Analyzed market conditions and created quarterly report to shareholders.
- Led meetings with investor relations on potential investment opportunities.
Diversity Alliance, Caledon, Ontario
Cofounder - September 2020 – June 2021
- Raised over $4,300 for Men's Health and Prostate Cancer.
- Orchestrated events and activities for primary school students.
- Created a donation fund for The National Indigenous Women's Resource Center.
Skills
Synergy
Xperience
Aqueduct
Dealworks
PowerBI
SalesForce
Excel