Resume

Education

Salisbury University – Bachelor of Science in Finance

Minor – Marketing | Track: Financial Planning

The Franklin P. Perdue School of Business, AACSB-accredited

Expected Graduation: May 2027

Salisbury University Perdue Hall

Experience

Paraplanner Intern | Wrought Financial Planning

  • Assisted with client financial planning tasks and 401(k) analysis
  • Prepared financial documentation and supported client advisory strategies

Financial Analyst | Davis Strategic Development

  • Created insurance contract dataset on Google Sheets of 50+ commercial and residential properties
  • Utilized Rent Manager Property Management CRM to monitor client activity, including payments and discounts

Petcare Specialist | Petsmart

  • Helped 30+ customers daily in acquiring new pets, and answered pet care questions; inspected new arrival room
  • Performed daily checkups on bearded dragons, fish, hamsters, and snakes, while attending to injured animals

Certification & Skills

  • Passed Securities Industry Essentials (SIE) Exam
  • Bloomberg Market Concepts
  • Financial data analysis and reporting, cash flow management, accounting-related problem solving
  • Advanced Microsoft Excel (pivot tables, crosstabulations); Certification Prep: Excel Expert (LinkedIn Learning)
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