Strong problem-solving and critical-thinking skills; able to analyze business challenges and develop effective solutions
Over seven years of experience in customer service and client relations, with a proven ability to build and maintain positive relationships
Highly organized and detail-oriented with excellent time management; capable of handling multiple responsibilities efficiently
Strong written and verbal communication skills; experienced in resolving customer concerns and collaborating with diverse teams
Demonstrated leadership and teamwork abilities through mentoring, group coordination, and managing high-pressure situations
Proficient in Microsoft Office (Excel, Word, PowerPoint) and familiar with customer relationship management (CRM) systems
Adaptable and proactive; comfortable working independently or in team environments while maintaining focus on business goals
Overview
5
5
years of professional experience
Work History
Equity Research Extern
Extern
05.2025 - Current
Built financial models to help evaluate public companies, including income statements, balance sheets, and cash flow projections.
Learned and applied valuation methods like DCF and comparable to estimate stock value.
Wrote short research summaries based on market trends, company earnings, and industry updates.
Worked with a team of externs and mentors to discuss investment ideas and get feedback on analysis.
Improved Excel skills and became more confident analyzing data and presenting findings clearly.
Camp Counsellor
Camp Riverwood
07.2024 - 08.2024
Led and organized football activities, teaching fundamental skills, teamwork, and sportsmanship to campers aged 7-14.
Supervised and ensured the safety of campers during various recreational activities, fostering a fun and inclusive environment.
Planned and facilitated daily camp programs, including team-building exercises, outdoor games, and creative activities.
Provided mentorship and guidance, helping campers develop confidence, social skills, and problem-solving abilities.
Managed group dynamics, resolving conflicts and promoting positive interactions among campers.
Communicated effectively with staff, providing updates on camper progress and well-being.
Park Employee
Skyzone Trampoline Park
05.2022 - 08.2022
Ensured a safe and fun environment by monitoring guests, enforcing safety rules, and assisting with any issues.
Provided friendly and attentive customer service, helping guests with questions, concerns, and park policies.
Took responsibility for closing duties, including sweeping, mopping, sanitizing common areas, and ensuring the facility was clean and ready for the next day.
Assisted with event coordination, helping set up and manage scheduled activities to ensure a smooth guest experience.
Worked closely with team members to maintain efficient park operations and create a positive atmosphere for visitors.
Customer Value Associate
Walmart
11.2020 - 09.2021
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Responded to customer requests for products, services and company information.
Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
Managed over 50 customers per day.
Education
Bachelor’s Degree - Business
McMaster University
Hamilton, ON
01.2028
Associate’s Degree - Liberal Arts
Ellsworth Community College
Iowa Falls, Iowa
01.2024
Skills
Research & Reporting: Industry and market research, equity research summaries, investment thesis development
Software & Tools: Microsoft Office Suite, Power BI, basic Python for data analysis, Capital IQ (familiar)
Soft Skills: Critical thinking, attention to detail, strong written and verbal communication, teamwork, time management