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Work experience

Aug 2010Present

Graduate Assistant - Office of Laptop Programs

Saint Joseph's University
  • Provide technical support for faculty in the Haub School of Business
  • Control processes within university’s laptop warranty program
  • Manage student employees of the SJU Wall Street Trading Room
Aug 2009May 2010

Analyst - Wall Street Trading Room

Saint Joseph's University
  • Assisted students and teachers with financial software for analysis and research
  • Educated students in programs including Bloomberg, TradeStation, Thomson Baseline, and Morningstar Direct
  • Maintained trading room computer stations by updating software and hardware
May 2009Aug 2009

Accounting Intern

Automation Graphics Inc.
  • Aided CFO in accounting tasks within accounts receivable and accounts payable departments
  • Prepared payroll and primed for distribution


Aug 2006May 2010

Bachelor of Science in Business Administration

Saint Joseph's University

Student Managed Investments Class 

Portfolio Manager August 2009 – August 2010

  • Oversaw all operations and decisions made regarding portfolio construction and risk management
  • Responsible for performance evaluation report and coordination of Consolidated Report at semester’s end for distribution
  • Holdings

CFA Institute Global Investment Research Challenge

Saint Joseph’s University Team Member November 2009 – March 2010

  • Yearlong case study requiring equity research on a publicly traded company
  • Included company analysis, sell-side research report and construction of professional presentation
  • (Report)

Student Stock Market Competition Winner

August 2008 - December 2008

  • Prize: All expense trip to meet Warren Buffett (Article)
  • Return: 252%


Microsoft Office
Thomson Baseline
Morningstar Direct