Graduating in December, and looking for an opportunity in FP&A or treasury operations. Highly motivated
quantitatively minded individual.
Capital markets knowledge Advanced Excel use
Customer service Financial modeling
Leadership @Risk software
High Net Worth Service Associate, 08/2015 to 08/2017
Fidelity Investments – Greenwood Village, CO
Had a 100% trading accuracy, meaning no customer order was ever handled incorrectly.
Helped create a national policy relating to residual credit issues with old professionally managed accounts.
Provided local team with weekly statistics relating to their performance metrics.
Was a constant top performer in regards to customer satisfaction and efficiency scores.
Distributions Processor, 07/2014 to 08/2015
PENSCO Trust Company, a subsidiary of Opus Bank – Denver, CO
Wrote over a thousand quit-claim deeds to help re-register IRA real estate assets from an acquired firm.
Relied upon for quality control of other team member's work.
Master of Science: Finance and Risk Management, 2017
University of Colorado Denver - Denver, CO
Favorite classes were financial modeling, derivatives, and short-term financial management.
Built an investment portfolio based on fundamental indexing that created excess risk-adjusted returns as
compared to the Dow Jones for 80% of the years tested.