Work Experience
M Science
Equity Research Associate
August 2023 - Present
University of Iowa
Teaching Assistant - Macroeconomics
Iowa City, IA
August 2022 - May 2023
I taught Principles of Macroeconomics (ECON:1200) for two semesters, instructing six discussion sections and engaging with over 200 undergraduate students. My responsibilities included leading weekly discussions to clarify key concepts, holding office hours to provide individualized support, and assisting with exam proctoring and grading weekly assignments. This experience honed my ability to communicate complex ideas effectively, foster student engagement, and manage time efficiently in a dynamic academic environment.
Wells Fargo
Commercial Banking Summer Analyst
800 Walnut St, Des Moines, IA 50309
June 2022 - August 2022
During the summer of 2022, I interned with Wells Fargo's Middle Market Credit team in Des Moines, IA. My responsibilities included reviewing client audits and assisting in drafting annual memos to assess financial health and creditworthiness. I updated pricing models to ensure accurate financial forecasts and created in-depth case studies on hypothetical clients, which I presented to senior team members. Additionally, I modeled prospective retail investor real estate deals, analyzing fair loan-to-value estimates to guide decision-making.
University of Iowa
Teaching Assistant - Financial Information Technology (FIT)
Iowa City, IA
January 2022 - May 2022
I was selected to assist four adjunct professors in teaching Financial Information Technology (FIT) for one semester. In this role, I supported over 150 students across five classes by addressing in-class questions and guiding them through complex tasks, including Excel-based problem-solving, Monte Carlo simulations, and the FactSet research software. Additionally, I graded assignments with a focus on providing constructive feedback and held weekly office hours to offer individualized support. This experience enhanced my technical expertise, strengthened my ability to mentor students effectively, and deepened my knowledge of financial technology tools.
Cambridge Investment Research
Business Development and Operations
1776 Pleasant Plain Rd, Fairfield, IA 52556
May 2020 - January 2022
Cambridge Investment Research, a broker-dealer based in Fairfield, IA, provided me with internship opportunities during the summers and winter from May 2020 through August 2021. During my first summer, I worked in the Operations department, where I enhanced webinar experiences for financial professionals and facilitated the transition of client records from the Pinnacle database to OnBase. In my second summer, I joined the Business Development department, focusing on creating marketing materials for recruiters and curating lists of prospective clients. Additionally, I developed a new roadmap for the company’s main client recruiting materials.
Maui Jim Sunglasses
Seasonal Employee
1 Aloha Ln, Peoria, IL 61615
May 2018 - January 2020
Maui Jim, a manufacturer of high-end polarized sunglasses, employed me as a facilities technician for two summers and one winter. My primary responsibilities included maintaining the grounds and assisting with medium-scale construction projects. Notable projects I contributed to involved remodeling bathrooms, installing drainage lines, and renovating underground storm shelters.
Kumon Math and Reading Center
Class Assistant
8863 N. Knoxville Avenue Store #14 & 15, Peoria, IL 61615 | (309) 691-7308
May 2016 - January 2018
Kumon is a tutoring center that focuses on mathematics and reading for young students. I worked there for several summers during high school as a Teaching Assistant/Data Analyst. My responsibilities included grading homework and class assignments, assisting students with in-class tasks, and entering grades into the software system. Additionally, I generated individualized reports for parents on each student’s progress.