Career Strategist and Founder, Echoes of Experience, LLC, Tampa, FL, 12/2024 - Present

• Empower and guide individuals in various industries by implementing strategic and effective strategies into their professional journeys.

  • Accomplishment: Guided 50+ job seekers in refining their job application strategies by incorporating a skill-based approach and utilizing cutting-edge technological tools.

• ​Host interactive webinars, craft engaging digital content, orchestrate social media strategies, drive marketing campaigns, and oversee financial reporting to enhance brand presence and operational efficiency.

CPG Strategy & Thought Leadership Consultant, Circana, Chicago, IL, 11/2023 - Present

• Design and execute qualitative and quantitative research analyses leveraging Circana’s proprietary data (Point-of Sale scanner data, panel, consumer surveys) and secondary sources.

• Analyze and model market data sets leveraging a range of applied statistical techniques.

• Synthesize key research findings and assist in creating client presentations with strategic recommendations.

• Work cross-functionally with wider Circana thought leadership, consulting, analytics and marketing teams.

Director of Research, Macro Specialist Designation, New York, NY, 08/2020 - 10/2023

• Spearheaded the content of an investment designation designed to help financial professionals successfully implement a macroeconomic framework in their investment analysis.

• Conducted research and incorporated external content into the curriculum to help financial professionals understand the extent to which macroeconomic trends impact financial and equity markets.

• Successfully managed and led a high-performing team of research analysts, ensuring coordination, efficient workflows, and optimal utilization of resources.

Director of Research, Trahan Macro Research, New York, NY, 08/2020 - 10/2023

• Generated in-depth market analysis on the U.S. economy, equities, asset allocation, and stock-selection themes.

• Utilized investment framework for portfolio implementation strategies and create client-ready research reports that convey a focused story in an actionable and meaningful way utilizing advanced data visualization techniques.

• Guided other members in the firm through report presentations, adding insightful commentary on findings and facilitating deeper understanding of research outcomes.

• Demonstrated strong leadership in the analytic process, overseeing projects from early planning stages to final deliverables, ensuring alignment with the desired outcomes.

U.S. Equity Strategy Research Associate, UBS Investment Bank, New York, NY, 02/2019 - 07/2020

• Contributed with ideas and content for research publications on the U.S. equity market and delivered research findings and insights to senior analysts and other teams.

• Published weekly research reports providing our team’s top-down macroeconomic view on the stock market, sectors, style, and stock-selection themes.

Corporate Planning Analyst, Ross Stores, Inc., New York, NY, 04/2018 - 02/2019

• Developed actionable insights that addressed planning objectives and business issues.

• Independently and collaboratively assessed hindsight performance to plan, identifying risk, opportunities and made recommendations for action plans.

• Supported the business by running ad-hoc reports while effectively communicating business issues/results and offering suggestions to achieve the company’s goals.

Portfolio Strategy Analyst, Cornerstone Macro, New York, NY, 06/2015 – 04/2018

• Identified changing trends that influence business cycles to provide forward-looking investment recommendations on global asset allocation and equity positioning.

• Published weekly research reports providing a top-down macroeconomic view on financial markets.