Responsible for contributing to the development and production of comprehensive client reporting and data source maintenance.

PREVIOUSLY

• CVS Health: Corporate Financial Planning & Analysis -- Fall 2019 – February 2021
• Worked as a Financial Analyst covering the Retail & Pharmacy segment in the United States. Provided senior management and field leaders with various reporting and analysis to help drive strategic decision making
• Merrill Lynch Pierce Fenner & Smith: Wealth Management –- Fall 2017 – Spring 2019
• Worked as a Wealth Advisor in Merrill Lynch’s development program. Responsible for sourcing and onboarding new high net worth business.
• Built complex financial plans and investment proposals for prospects and clients
• Brown Brothers Harriman: Custody Banking –- Summer 2016
• Summer Analyst/Intern supporting the Global Business Integration team. Assisted in the planning surrounding new fund launches and fund conversions from other custodian banks
• Worked to identify ways of improving resource allocation and organization for projects based on a wide variety of factors.

EDUCATION & OTHER EXPERIENCE

• Bryant University Class of 2017 (Triple Concentration in Finance, Economics, and Applied Analytics)

INTERESTING NOTES, PERHAPS

• When not working I am an active athlete and have a passion for tennis, swimming, and calisthenics.