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Summary

Current graduate student at the University of Utah's top ranked Master of Finance program. Expanding my financial, technical, and communications skill set. Seeking a position were I can leverage my business acumen, strong emotional intelligence, and ability to learn efficiently.

Work History

Dec 2015Present

Sales Associate/Coach

Park City Running Company
  • Responsible for coaching arm of Park City Running
  • Support sales in specialty running
Dec 2014Jul 2015

Financial Associate

Favia Financial Group
  • Performed portfolio audits and generated investment proposals for an AUM of $80 million
  • Responsible for Financial Technology Integration, Implementation, and Deployment
  • eMoney Advisor, Morningstar, Envestnet, and Redtail Specialist 
May 2014Sep 2014

Research Analyst 

Financial Services Group Inc.
  • Created long-term care guide for clients
  • Interviewed over 50 facilities in Southeastern Wisconsin to create facility profiles
  • Conducted research on nursing homes, RCAC's, and CBRF's
  • Used excel to create database and pivot tables of all long-term care options in Wisconsin 
May 2013Aug 2013

Accounts Payable Intern

Peerless Network
  • Responsible for bookkeeping and data entry of Accounts Payable using Great Plains 
  • Prepared accounts payable payments
  • Managed accounts receivable invoices 

Education

Aug 2015Dec 2016

Master of Science, Finance

University of Utah, Eccles School of Business

 (Expected)

Aug 2011May 2015

Bachelor of Science, Finance

Lewis University College of Business

GPA 3.38/4.0

Graduate Courses

Financial Engineering • Financial Modeling • Statistics for Finance  •  Excel for Finance Professionals 

Investment & Portfolio Management • Database Theory/Design • Reading & Interpreting Financial Statements 

Financial Markets Laboratory  • CFA Level 1

 

Activities & Projects

Utah TEK Club (AIS Member)           

Chicago Mercantile Exchange Group Trading Challenge              

Lewis University Celebration of Scholarship Academic Presenter          

Lewis University Scholarship Track and Field and Cross Country Athlete    

GLVC Sportsmanship Award                                                   

Lewis University Deans List                                                                              

Lewis University Fellowship of Christian Athletes      

Park City Running Company Elite Runner

Skills

• Financial Software • Investment Management • Financial Modeling

 • Research • Financial Analysis  • Excel

Financial Reporting