| Associate Professor | |
| College for Financial Planning | |
| December 2016 - Present (4 years 2 months) | |
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Lead instructor for the Accredited Asset Management Specialist (AAMS), Foundations in Financial Planning (FFPN) and the Chartered Mutual Fund Counselor (CMFC) programs.Subject Matter Expert for the Accredited Wealth Management Advisor (AWMA), Accredited Portfolio Management Advisor (APMA), and the Chartered Retirement Planning Specialist (CRPS) programs. |
| Founder & Blogger | |
| GradMoney | |
| July 2015 - Present (5 years 8 months) | |
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Founded a unique investing education webinars aimed towards showing college students, young adults, and novice investors how to open a brokerage account and do simple fundamental, technical, and economic analysis for their individual portfolios, and incorporates supplement networking opportunities with alumni working in the financial sector. |
| Contributor Acquisition Manager - Head of Campus Outreach | |
| Seeking Alpha | |
| March 2016 - June 2016 (4 months) | |
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Communicating the value of Seeking Alpha’s platform to business students by making presentations at colleges and universities, and work with campus ambassadors to be Seeking Alpha's on-site representative. Additionally, I assisted in the development of platform-level outreach with the collegiate community and manage stock pitch competitions, communicating regularly with various host club competition coordinators. |
| Senior Equity Research Analyst | |
| Wall Street Strategies Inc. | |
| September 2013 - July 2015 (1 year 11 months) | |
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Developed in-depth equity research reports on publicly traded companies in various sectors and subsectors, including but not limited to: Industrials, Consumer, Materials, Agriculture and Energy. Additionally, featured research reports, charts and stock recommendations via CEO, Charles Payne on various radio shows and Fox Business TV shows: “Making Money with Charles Payne” and “Varney & Co.” |
| Associate Equity Research Analyst | |
| AIG SunAmerica Asset Management Co. | |
| January 2011 - August 2013 (2 years 8 months) | |
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Analyzed and recommended stocks in Consumer Discretionary, Financials, REITs, and currently Industrials/Transports sectors, and presented stock recommendations with analytical analysis to company’s CIO, portfolio managers and senior analysts |
| Trader - Index Funds | |
| AIG SunAmerica Asset Management Co. | |
| November 2009 - December 2010 (1 year 2 months) | |
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Ensured error-free information each day by reconciling trades, cash balances in funds, bank statements, and corporate actions, an co-managed eleven index funds valued at $7 billion by determining the trading of futures contracts and ETFs used to equitize cash. |
| Intern - Investments | |
| AIG SunAmerican Asset Management Co. | |
| June 2008 - August 2008 (3 months) | |
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Provided analytical support to the CIO and Large-Cap Value Portfolio Manger on specific projects and stock ideas. |
| Intern - Client Portfolio Management | |
| Dwight Asset Management (Goldman Sachs) | |
| May 2007 - August 2007 (4 months) | |
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Constructed a composite of quarterly client market/book ratios for portfolio managers; utilized by marketing for investor materials. Additionally, developed a spreadsheet to calculate monthly Modified Dietz returns, historical returns and provided performance analysis, and researched portfolio stable value spot-yield rates compared with 5-year US Treasury spot-yields for individual clients’ access sites. |
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