- Specializing in Business and Finance
- Related Coursework: Corporate Finance, Statistics and Data Analysis, Microeconomic Theory, Fundamentals of Excel, Algorithms and Data Structures
- Created a slide deck that included extensive research and data which proved the need for an SAP implementation for the largest retailer in South Africa. It was later presented to the CEO of the company.
- Worked in a collaborative setting with my consulting team to propose a change to the IT systems of one of the largest breweries in the world to the CIO of the company.
- Worked directly with a managing director to propose potential digital applications for several prominent companies spanning across the mining, retail, and manufacturing sectors.
- Learned a savings-first based approach to financial planning.
- Advised three clients on their college and retirement planning, investments, savings, and debt management.
- Analyzed clients' financial history and goals using the Living Balance Sheet.
- Developed portfolio analyses in support of an investment specialist.
- Used Morningstar Office and Excel to create snapshots of portfolios for ten clients.
- Researched beneficial investment opportunities and made recommendations to senior management.
- Assisted investment advisor with financial models that were presented to clients.
- Discussed asset allocation and technical analysis with investment advisor.
- Learned to read equity charts and recognize relative strength.
- 2014 Ivy League Champion
- 2014 Dr. William Trevor Trophy recipient, a team award presented to the most improved player.
- Pairs mentally challenged individuals with university students to help develop their interpersonal skills.
- Plans and runs bi-monthly events for the entirety of the organization.
- Aims at preventing the occurrence of interpersonal violence and abuse within the campus community.
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