CFA Level II Candidate

Cleared the Level I exam on first attempt in December 2009 and am currently enrolled to take the Level II in June 2010

Work History

Work History
Jun 2008 - Aug 2008

Mutual Fund Accounting Intern

Bank of New York Mellon
  • Calculated NAVs and daily dividend factors for domestic and global investment products including derivative based funds, bond funds, and various ETFs¬†
  • Processed and reconciled transactions involving futures, bonds, term loans and equities, researched and resolved any breaks or discrepancies, and maintained fund expenses and accruals
  • Verified all pricing entries for securities that broke tolerance with second or third data source
  • Submitted daily reports calculating fund NAVs and other reports as necessary


Sep 2005 - May 2009

Bachelor of Science

Susquehanna University


  • Dean's List
  • Graduated Cum Laude
  • Cumulative GPA: 3.5/4.0


  • President, Investment Club
  • Vice President, Outdoors Club
  • HRM Student Advisor
  • Global Business Perspectives Coach




Used on a daily basis during my internship with Bank of New York Mellon

Microsoft Office Suite

Access, Excel, Outlook, PowerPoint, Visio, Word