Dana Investment Advisors, Milwaukee, WI 2010-Present
Intern
- Working closely with fixed income portfolio manager Noaman Sharief
- Performing daily operational tasks involving fixed income and equity trading and research
- Obtaining quotes and researching private equity transactions
Completed Comprehensive Report on Red Hat Inc. (RHT), 2010
Working with Investment Mentor: Mike Shelton at Nicholas Funds, Milwaukee, WI 2009-Present
Software Industry Analyst in The Certificate in Investment Management at The University of Wisconsin-Milwaukee, Milwaukee, WI 2009-Present
Avid Reader of Investment Books, 2008-Present
Raveling Companies, Lake Elmo, MN 2008-2009
Start-Up Consultant & Office Manager
- Managed the startup and operation of a company selling earth moving buckets and precision welding services
- Startup tasks included market research, financial forecasting, business planning, branding, idea consultation, extensive legal matters, site selection and cost controlled implementations
- Operational tasks included marketing, accounting, legal and cost control
Deal Lot, Saint Paul, MN 2005-2008
Founder & Owner
- Managed the startup and operation of a software company which delivered used vehicles directly from licensed dealer only auctions to end consumers
- Startup tasks included market research, financial forecasting, business planning, branding, idea consultation, fund raising, software design, location renovation and cost controlled implementations
- Operational Tasks included marketing, sales, accounting, legal, cost control, human resources, software maintenance, purchasing, shipping and inventory maintenance
Allstate Insurance, Saint Paul, MN 2004-2005
Producer
- Performed daily operational tasks at an Allstate Agency
- Tasks included insurance sales, financial sales, networking, cold calls, claims processing, system entries and legal documentation
Avid user of Factset and Bloomberg
Expert in word processing, spreadsheets, Power Point, databases and online marketing
