Education:
     NORTHEASTERN UNIVERSITY, Boston, MA                                  2015-2017     
     D’Amore-McKim School of Business                      
     Candidate for MBA/MSF degrees                        

      UNIVERSITY OF CENTRAL FLORIDA, Orlando, FL                      2010-2014                
     Bachelor of Science degree in Finance
     Graduated Cum Laude

Affiliations:
     360 Huntington Fund, Analyst, August 2015-Present
     Delta Sigma Pi, Sigma Theta Chapter, 2012-Present
     Lauren’s One Wish, Founding Board Member, 2012-Present
     Sarasota Young Professionals, Governmental Issues Committee Secretary,  
     2014-2015

Language:
     Mandarin – Professional Working Proficiency      
     French – Limited Working Proficiency

Computer Skills:
      Microsoft PowerPoint, Word, Excel, and Outlook
      Morningstar and Bloomberg
      Windows, Mac OSX, and Linux

Interests:
      Travel (Asia, South America, Africa, and Europe)
      Yoga (Registered Instructor) 
      Golf

Experience:           

UBS
Client Service Analyst  (2014-2015)
     Completed cost basis analysis for client accounts valued at $55 million

     Forecasted fee based models to improve decision making capabilities for   
     client meetings

      Created performance and asset allocation reports; updated clients on      
      performance of funds and portfolios on monthly basis and ensured 
      retention rate of 95% across clients

     Assisted seven sales team members on industry related topics through 
     financial valuation of client assets and liabilities

      Employed forensic analysis to identify, collect, examine and preserve 
      digital information for 1,000+ clients

Adams Insurance Agency         
Licensed Life, Health, and Annuities Agent (2013-2015)   

     Promoted sixteen companies’ products and services; generated leads 
     with a 60% close rate, and an 85% spousal retention rate

     Addressed customer inquiries; interpreted and produced information; p
     proposed suggestions; provided guidance; identified, investigated and 
     negotiated conflicts between clients and claims adjusters and delivered 
     solutions 
                          
Office Manager     (July 2008 – May 2013)

      Supervised administration staff members and telemarketers in three 
      offices; managed accounting, hiring, evaluations, payroll and operations; 
      acted as liaison between agents and office staff