Experience
University Threads, Elkins Park, PA July 2021 – August 2021
Data Analytics Intern
- Prepared and cleaned over 1,500 data points using Google Sheets software while keeping a detailed log of each step throughout the cleaning process
- Created easily understandable data visualizations using both Google Sheets and Tableau
- Organized findings into actionable insights and presented the findings to key stakeholders of the project leading to a shift in inventory at the company
Lighthouse Planning Consultants, Cherry Hill, NJ Jan 2021 – May 2021
Financial Planning Intern
- Used industry leading software, such as eMoney and OmniSource, to perform client reviews, and to create estate flow charts
- Assisted certified financial planners in the creation of comprehensive retirement plans using client information, such as age, planned retirement age, net worth, and investing goals
- Attended educational presentations from top executives at Lincoln Financial and other industry leaders
Temple University Fox Fund, Philadelphia, PA Sep 2020 – Dec 2020
Lead Analyst – Financials Coverage
- Conducted fundamental research, identified undervalued equities, wrote two buy recommendation reports per semester for the financial sector, and presented findings in front of the directors and my peers
- Utilized industry software tools including Bloomberg, Capital IQ, and FactSet to perform fundamental research and industry analysis to identify undervalued equities
- Lead in the creation of a comprehensive initiating coverage reports detailing all aspects of target company’s business, including investment thesis, catalysts, financial and industry analysis, and potential risks