Education
Rochester Institute of Technology Bachelors of Science – Finance Expected: May 2025 GPA: 4.00
Skills
Technical: MS Excel, Accounting Software, Financial Software, Customer Relationship Management Software
Certifications: Life and Health Insurance License, Bloomberg Terminal Certification, Microsoft Excel LinkedIn Learning Certification
Projects
Business Creation Course: Created a product-based business over the course of a fifteen-week period to then win an entrepreneurship competition. Awarded $11,000 in grant money to bring the idea to fruition.
Annual Financial Report – Apple: Completed an annual financial report on the smartphone company, Apple, using SEC documents, market analysis articles, and internal performance reports.
Market Position Report – Toyota: Completed a comprehensive market evaluation report on the Japanese auto-manufacturer, Toyota. Tools used included an interview with an industry professional, surveys, market data, and scientific articles.
Experience
Northwestern Mutual Potsdam, NY Financial Advising Intern May 2023 – August 2023
– Consulted with members of the community on their financial needs using cold and warm outreach.
– Designed a variety of insurance and investment plans using finance software.
– Monitored plan implementation to ensure the best service possible.
Johnson Lambert Williston, VT Audit Intern August 2023 – October 2023
– Evaluated financial documents using accounting software.
– Operated within engagement teams to deliver services in a timely manner.
– Interacted with clients and recorded all terms and agreements throughout the audit process.
Activities
RIT Bowling Club – Member August 2021 – Present
RIT Finance Club – Member August 2021 – Present
Jeremy LaValley 