Full Time Roles
SideShift
Co-Founder, CEO
MADISON, WI
(NOVEMBER 2023 - PRESENT)
Internship Roles
RBC Wealth Management
Managed Portfolio Strategies Intern
MINNEAPOLIS, MINNESOTA
(JUNE 2022 - AUGUST 2022)
RBC Wealth Management
Wealth Management Intern
MINNETONKA, MINNESOTA
(JANUARY 2021 - AUGUST 2021)
POV Marketing Co.
Financial Consultant
EDEN PRAIRIE, MINNESOTA
(JULY 2022)
Notable Projects & Accomplishments
Royal Bank of Canada - Capstone Competition
Tasked with developing a strategic partnership or acquisition to enhance RBC's capabilities and brand as they prepare for the future generation of financial advisors and investors. Led a team to 1st place in RBC’s annual capstone competition among 40 interns, resulting in the formulation of strategic partnerships and a multi-year agreement with the Major League of Soccer.
Royal Bank of Canada - ESG Competitive Analysis
Conducted a competitive analysis of RBC’s environmental, social, & governance portfolio structures and strategies against top competitors throughout Europe, Canada, and the United States. Analyzed frameworks, portfolio structures, and terminology used to identify key opportunities for improvement and growth.
Royal Bank of Canada - Art of The Clean Up
Collaborated with certified financial advisors to eliminate outdated funds from client portfolios. Conducted research to locate replacement funds with similar risk and return attributes, working directly with T-Rowe Price.
Phi Gamma Delta Fraternity - Treasurer
As Vice President and Treasurer of the fraternity developed and managed event and annual budgets exceeding $150,000 annually for a 150+ member chapter while navigating a 200% surge in national insurance costs. Streamlined the dues collection process to eradicate previous budget deficits from past cabinets.
Software and Application Proficiencies
Proficient: Microsoft Word, Excel, Powerpoint, Outlook. Salesforce. Morningstar. FactSet. LegFi. Financial Modeling in Excel.
Familiar: SQL. Bloomberg. Python. C. ARGUS. Quickbooks. Workday.