Experience

Intern Account Manager

Investment Operations

Westminster Financial Securities Inc.
Dayton, OH
November 2020 – April 2022

Responsibilities

■ Reconciled various portfolio and account management operations for a business of >$0.5B in AUM and >9,000 accounts
■ Automated daily trade blotters, transfers, funds, and options reports using Microsoft Excel VBA Macro programs
■ Provided account login and navigation support for clients and compiled portfolio performance reports for meetings
■ Updated weekly Investment Policy Committee presentations and company pitch presentations containing risk mitigation analysis

Supplemental Instruction Leader

Business Statistics and Quantitative Business Modeling

Wright State University Tutoring Services Center
Dayton, OH
August 2019 – July 2020

Responsibilities

■ Developed and instructed weekly study and monthly exam review sessions for up to 60 students
■ Reinforced topics including descriptive statistics, ad hoc analysis, hypothesis testing, probability, and forecasting
■ Provided support and communication with students to assist with coursework
■ Produced frequency maps of Supplemental Instruction for decision making purposes of management

Math Tutor

College Algebra, Business Statistics, and Quantitative Business Modeling

Wright State University Math Learning Center
Dayton, OH
August 2019 – April 2021

Responsibilities

■ Assisted up to 100 students with math homework and exam preparation on both a walk-in and appointment basis
■ Worked in tandem with course instructors to stay updated on course curriculum
■ Developed study skills for continuous learning of students by practicing established study techniques
■ Encouraged learning on an individualized basis by determining measurable and attainable goals for each student