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7 Mile Advisors

Summer Analyst

• Created and updated industry research reports to attract prospective clients
• Formulated lists of potential companies for buy-side and sell-side clients that fit the relevant criteria for merger
and acquisition opportunities
• Analyzed historical financial data of companies to formulate relevant, predictive financial information for these
clients
• Wrote white papers on a variety of topics, such as the current private equity investing environment
• Interacted with corporate executives for prospective merger and acquisition opportunities

Career medium 04
Career
Career medium 01

Audiconsultores Serrat & Associates

Intern

• Tabulated expense reports over the past five years by utilizing Microsoft Excel
• Communicated with Spanish-speaking employees to execute a variety of financial and legal tasks
• Calculated social security payments and identifies any financial discrepancies in these payments
• Processed labor contracts (such as medical leave, maternity leave, paid vacation, etc.) into the Public Employment Services of Spain

Career

Wells Fargo Advisors

Client Associate

• Determined asset allocations in discretionary portfolios
• Utilized Standard & Poors, ValueLine, and other research reports to help screen for stock ideas within given parameters
• Used proprietary databases to generate a variety of internal reports for Managing Director
• Provided secretarial and sales assistance: interacted with clients, answered phones, filed, wired transfers, and filled out check requests and IRA distributions

Career medium 02
Career
Career medium 01

Wells Fargo Advisors

Client Associate

• Determined asset allocations in discretionary portfolios
• Utilized Standard & Poors, ValueLine, and other research reports to help screen for stock ideas within given parameters
• Used proprietary databases to generate a variety of internal reports for Managing Director
• Provided secretarial and sales assistance: interacted with clients, answered phones, filed, wired transfers, and filled out check requests and IRA distributions

Career

Elon University - Martha and Spencer Love School of Business

BS, Accounting and Finance