"Experience is the best teacher"

Keurig Dr Pepper   March 2021-Present                    

• Boston, MA- Senior Financial Analyst, Investor Relations. Member of current two-person IR team for one of the leading beverage companies in North America, with annual revenue in excess of $11 billion and nearly 27,000 employees. Work closely with Sustainability team to properly communicate ESG goals and initiatives to both the buy- and sell-side, as well as gather hot topics and concerns for future discussions. Create weekly presentation for ELT meetings with information regarding KDP, as well as peer updates and industry news. Manage relationships with 19 covering analysts and current/potential holders through calls, conferences, NDRs, etc. Planned and organized the company’s virtual Investor Day that covered KDP’s outlook and the recent completion of its three-year, post-merger period. 

ICR, Inc.   June 2018- March 2021

•  New York, NY- New York, NY- Retail & Consumer Investor Relations Associate. Clients include private, pre-IPO, public, and SPAC companies; spearhead earnings process setup including conference calls, webcasts, releases, callback scheduling, and model analysis; organize and arrange analyst and investor days, rebranding events, non-deal roadshows, and conferences; experience with activist campaigns, proxy contests, and crisis communications; support clients participating in the Annual ICR Conference; tactical and strategic ongoing communication with client’s C-suite and IR team; prepare IR strategies and calendars, track and manage analyst estimates, and ad hoc benchmarking projects

Criterion Worldwide & Top Tier Manhattan   Summer 2017

•  New York, NY- Head Human Resources Intern for CW & TTM. Trained and monitored seven interns; worked with HR department to recruit full-time candidates, conduct interviews, and resolve issues 

​Northwestern Mutual   Summer 2016- Spring 2017

• Melville, NY- Licensed Financial Representative. Worked with clients to assess financial needs and offered appropriate Life, Disability Income, and Long-Term Care Insurance products 

Independent Strategic Research (ISR)   Fall 2016

• London, UK- Intern. Researched and created Ethical Fund portfolios to assist clients in strategy and portfolio construction; presented to office managers on significant global current events; attended meetings with the CEO and daily Skype meetings with offices around the globe

ICR, Inc.   Summer 2015

• New York, NY- Real Estate & Homebuilder Investor Relations Intern. Trained two incoming Associates and filled Associate role as a result of a personnel departure; setup and worked NAREIT Conference; submitted daily morning research for investor and public relations clients; summarized and analyzed C-suite transcripts

Susquehanna International Group   Summer 2013 & 2014

• New York, NY. Shadowed Associate Retail Equity Analyst and Co-op; supported projects such as financial modeling, pricing analysis, and fundamental research on retail companies

Elon 101 Class Teaching Assistant   Fall 2017

• Assisted teaching Elon 101 at Elon University. Elon 101 is a required course for all students implemented to help them adjust to the university and teach how to complete important tasks, such as registering for classes or creating a Graduation Plan

East Woods Discovery Camp Counselor   Summer 2009-2014

• Counselor for children ages 2-13

Babysitter   2009-2018

• Childcare for local neighborhood families

Delta Sigma Pi, Professional Business Fraternity   Fall 2015-Spring 2018

• President and Founder. Founded Phi Psi Chapter of the prestigious, co-ed fraternity at Elon University; recruited 72 members to represent the largest Installation in DSP history; organized speakers, workshops, fundraisers, community service, and job/internship recruitment events; spearheaded weekly meetings and attended conferences nationwide

Isabella Cannon Leadership Fellow   August 2014-May 2018

• Fellow. One of 18 students chosen to further develop and strengthen their leadership capabilities; created a Common Good Project positively impacting the Elon community 

LEAD Program   Aug. 2014-May 2018

• Tier Team Captain. Leadership Education and Development consisting of forums, workshops, events, and volunteering; chosen to lead a group of participants in the program

Cannon Committee   Aug. 2015-May 2016

• Member. Chosen by Leadership Fellows cohort to represent group through creating new ideas, goals, programs, and serve as a representative during Cannon Advisory Board

ElonTHON   February 2015- March 2016

• Operations Committee. Elon University's annual 24-hour Children's Miracle Network dance marathon that raises money for the kids and families of Duke Children's Hospital and Health Center; chosen to design, set-up, and plan for the event

PAYC (Positive Attitude Youth Center)   August 2014-May 2018

• Volunteer. Visited local school after classes to help with homework, keep children occupied, and act as a mentor and tutor

Business Living Learning Community   August 2014-May 2016 

• Member. Lived in Living Learning Community with other business oriented students; the group attended dinners, forums, and special events throughout the year

Kappa Delta   January 2015-May 2018

• Member.  Raised funds and worked with Girl Scouts and Confidence Coalition; chapter maintained the highest GPA in Greek Life at Elon University

Orientation Leader   Spring 2015-Fall 2015

• Chosen to be leader of a group of incoming students at the beginning of the school year. Introduce students to the university while helping them feel comfortable and acclimated

The Sunshine Club   September 2013-June 2014

• President. Founded school organization that recognizes student and faculty special occasions 

DECA   September 2010-June 2014

• President. Participated in marketing and business competitions, placed first out of private schools on Long Island in Spring 2013.

Business Club   September 2013-June 2014

• President. Founded school organization that participates in competitions, coordinates fundraisers, and learns business principles and management skills

Spanish Club   September 2010-June 2014

• Secretary/Treasurer. Responsible for funds and weekly meetings; raised money and organized celebrations for special dates and events

Nicaragua Mission Trip   February 2013, 2014

• Built and installed plumbing, houses, cement floors; tutored children; donated supplies; planted gardens

Girl's Varsity Lacrosse   February 2010-May 2014

• ​Goalie/Low Attack. 2013 2nd Place Champions; 2011 and 2012 Semi-Final Champions

Isabella Cannon Leadership Fellow   August 2014-May 2018

• One of 18 students chosen to further develop and strengthen their leadership capabilities; created a Common Good Project positively impacting the Elon community 

Isabella Cannon Outstanding Leadership Fellow Award   May 2018

• Highest award given to an Isabella Cannon Leadership Fellow who exemplified commitment to the program, dedicated their time to the creation of an impactful Common Good Project, and demonstrated leadership above and beyond program expectations

Pro Deo et Schola Award   June 2014

• Highest award given at Long Island Lutheran Middle and High School to one that demonstrates leadership, positively influences the school, is academically inclined, and exemplifies Christian life in school and service

Business Department Award   June 2013

• Nominated and elected by faculty and staff for outstanding achievements in business related classes, competitions, and clubs

DECA Award   June 2014

• Nominated and elected by faculty and staff for achievements and progress in the club

National Honor Society Award   June 2014

• Maintained 90+ GPA. Participated in community service and fundraising activities

Presidential Scholarship   December 2013

• ​Received Presidential Scholarship for Elon University

Bentley University Wall Street 101 Program   July 2013

• Received 3rd Place for group presentation on stock selection; active participant in Wall Street-related lectures, presentations, and field trips

Mercy College Business Boot Camp   June 2013

• Received 2nd Place for individual presentation on Personal Branding; participated in marketing and business-related workshops

Hofstra University American Sign Language Class (I&II)   Summer 2013

• Attended Continuing Education in introductory language course