Siena College, Loudonville, NY

Bachelor of Science in Finance
Minors in Computer Science & Information Systems
May 2014

Work Experience

Operations Manager - Infiniti Wealth Management

2010 - present

I recently was given the title Operations Manager at IWM and now am responsible for much of the day-to-day management of client accounts and technology at the firm. I run performance reports and oversee our portfolio rebalancing tools to ensure everything is running smoothly. I am also involved in choosing which technologies the firm should be using to help operate more efficiently.

Apple Developer

2013 - present

After I discovered I would not be taking another programming course in college (the majority of my classes the final year were in finance) I looked to see what I could do on my own. I came across XCode, which led me to iOS development, and 3 App Store apps later I couldn't be happier with my decision to become an Apple Developer.

Intern - Adirondack Funds

Spring 2013 - Spring 2014

I interned for a year with Steve Gonick, a Principal with the firm. I created spreadsheets for Steve that helped him better analyze his fund's performance. More importantly, Steve taught me how to present and handle myself in a professional yet personable manner when interacting with clients.

Sales Associate - American Eagle Outfitters

Summer 2012

I had a number of different duties while working at American Eagle. From greeting customers and helping them find the very best outfit, to working the register, I did a little of it all. I only worked there for a short period of time but I learned how to keep myself focused and on task even without a lot of supervision.

Cashier - Kobackers Market

2009 - 2010

My first job back in high school. I was a cashier and learned many of the fundamental skills that are needed to work with customers. One of these skills being the importance of keeping your cool even in hectic situations. Even as the lines got long and a customer's patience was short, it was essential to checkout each person quickly, while also addressing any issues they had. Keeping a clean workstation was also very important in a job like this as was being friendly and polite at all times.

Activities & Organizations

Student Managed Fund

Summer 2013 - Spring 2014

At Siena, some of the upper class Finance majors were a part of the student managed fund. This fund was real and we were managing real money. There were 5 officers who were in charge of the other students and managed their work with the fund. I was one of the officers and I was also Siena's Team Leader for the Adirondack Cup. This was a competition where we created a hypothetical portfolio of small cap stocks and tried to outperform 15 other colleges.

Siena College Academic Services - Tutor

Spring 2013 - Spring 2014

I was a tutor for math classes at Siena. The classes were primarily for students in the School of Business and included math that dealt with decision making, calculus, and statistics. I tutored at weekly group sessions, where students were encouraged to come if they were struggling with the concepts introduced during lecture.

Residence Hall Association

Fall 2010 - Spring 2012

I was involved with the Residence Hall Association at Siena for three of my four years at the school. I held multiple positions including President and Vice-President of Finance. Residence Hall Association was a young club when I joined it and was a way for students to meet, mingle, and have a good time with other students from their hall. We held fundraising and social events that were designed to get everyone to come out of their rooms and get together to have some fun!




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