Professional Documents
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EXPERIENCE
Northern Trust ($100 Billion AUM)
Collateral Analyst
Analyze the total exposure of client positions with counterparties across all funds
Analyze and execute margin call transactions between client and counterparties
Provide risk management advisory to client in order to effectively manage collateral
Provide advisory to client on discrepancies in margin call transactions
Stamford, CT
7/16 - Present
Smithfield, RI
8/15 - 5/16
Evaluated BAC for inclusion into the Archway Investment Fund in March of 2016
Built an excess return valuation model and a discounted cash flow (DCF) model to arrive at a target share price of
approximately $20.00 per share
Evaluated competitive position, yield curve sensitivity, and valuation multiples relative to other major banks
Determined BAC to be undervalued relative to peers while also having the most attractive risk profile
Purchased BAC at $13.00 per share, earned a return of 19% on the funds investment
Evaluated MFIN for inclusion into the Archway Investment Fund in January of 2016
Built an excess return valuation model and a discounted cash flow (DCF) model to arrive at a target share price of
approximately $9.00 per share
Performed an analysis of the taxi medallion market in New York City and determined the downward pressure on the
share price of MFIN from ride sharing services to be overstated
Concluded that while MFIN had an attractive valuation and yield, it was ultimately too risky of an investment for
the Archway Investment Fund
Atlanta, GA
5/15 - 8/15
Joined a team of seven that managed $2.5 Billion in assets for ultra-high net worth clients, with a specialization in
Employee Stock Ownership Plan transaction funds (ESOP)
Constructed Passive Qualified Replacement Property (QRP) portfolios in order to simplify the process of selecting an
investment vehicle for ESOP funds
Researched and analyzed different stocks to be included in QRP Portfolios and created asset allocation models based on
four different investment objectives; Aggressive Growth, Income Growth, Wealth Preservation, and Social
Responsibility
Built a model to calculate key client metrics such as return on assets on a per relationship basis
Leveraged firm research to analyze different macroeconomic trends and find appropriate investment vehicles to take
advantage of investment opportunities
EDUCATION
Bryant University
B.S.B.A, Finance Class of 2016
NCAA Division 1 Football, NEC Academic Honor Roll
Finance Association
FINRA Licenses
Series 7
Series 66
CFA Institute
CFA Level 1 Candidate (December Exam)
OTHER
Activities & Interests: Traveling, football, reading, snowboarding, politics, investing
Smithfield, RI
2012 - 2016
GPA: 3.2
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