Finance graduate (Aug 2026) with four years of U.S. Marine Corps service, including two years leading a 4-person team, and analytical experience on a $1.6M student-managed investment fund. Proven ability to manage assets and logistics under pressure, deliver accurate reporting on tight deadlines, and communicate findings to senior stakeholders. Seeking analyst roles where data-driven decision-making and disciplined execution create business value.
The Pennsylvania State UniversityExpected Aug 2026
Bachelor of Science in Finance — GPA: 3.82 / 4.0
- Honors: President Walker Award, Dean's List (all semesters), Phi Theta Kappa Honor Society
- Relevant coursework: Corporate Finance, Financial Accounting, Managerial Accounting, Financial Statement Analysis, Investment & Portfolio Analysis, Financial Ethics
Intrieri Family Student Managed Fund, Penn State UniversityJan 2026 – Present
Student Analyst — Remote
- Conduct fundamental equity and industry research supporting buy/sell/hold decisions for a $1.6M student-managed portfolio in a committee-driven process
- Build DCF and comparable company valuation models and author research notes presented to Lead Analysts and Fund Officers
- Defend investment theses in Investment Strategy Meetings covering risk analysis, security evaluation, and portfolio positioning
- Perform post-mortem reviews of positions, analyzing thesis drift, risk exposure, and realized vs. expected performance
- Apply CFA Institute ethical and analytical standards to live investment analysis
U.S. Marine Corps2020 – 2024
Mortar Team Leader — Camp Pendleton, CA
- Led, trained, and evaluated a 4-person team over two years, building training plans and performance standards for high-stakes operations
- Managed logistics and accountability for $300K+ in assets through a 7-month overseas deployment with zero losses or audit discrepancies
- Produced 200+ time-sensitive reports with 100% accuracy, briefing findings and recommendations to senior leadership
- Coordinated across multiple units to align constrained resources with mission priorities under changing conditions