Profile
Business Administration and Finance major at Muhlenberg College (Class of 2027). Currently an Annuity Operations Intern at SFG Annuity Advisors, building internal automation, Azure document intelligence, and insurance-ops tooling while shipping applied fintech projects.
Stack & tools // Python · FastAPI · SQLAlchemy · SQLite · Next.js · React · TypeScript · Azure Blob Storage · Azure AI Document Intelligence · Bloomberg Terminal · Excel · JWT · Vercel
Annuity Operations Intern @ SFG Annuity Advisors
JUN '26 – PRESENTBrielle, NJ
Building internal tools that automate annuity application review, carrier reference workflows, and multi-platform content production for operations and sales teams.
Selected Impact:
- Designed and developed the SFG Application Checker, a full-stack internal app automating annuity packet review across compliance forms, signatures, and regulatory documents for multiple carriers
- Built an Azure-integrated document intelligence pipeline with Azure Blob Storage and Azure AI Document Intelligence (OCR) to classify pages, detect NIGO conditions, and generate structured review reports
- Engineered a rule-based validation engine covering 10+ required form categories including Financial Needs Analysis, Transfer Forms, and Replacement Notices
- Consolidated two operational Word manuals — a 22-carrier reference library and 9-carrier wire-transfer directory — into one searchable offline HTML tool for staff
- Parsed DOCX XML containing 204 paragraphs and 222 tables into a branded, email-shareable single-file app with zero external dependencies
- Designed an AI content pipeline for Annuity Sales Center supporting 100–365+ days of scheduled posts across LinkedIn, Instagram, Facebook, and TikTok
Financial Analyst Intern @ Astro Intelligence Labs
JUL '23 – DEC '25Houston, TX (Remote)
Supported management decision-making through KPI analysis, budgeting and forecasting models, competitor research, and automated financial reporting workflows.
Selected Impact:
- Analyzed monthly revenue, operating expenses, margins, and 10+ financial and operational KPIs, identifying performance trends and budget variances to support management decision-making
- Built and maintained Excel-based budgeting, forecasting, and profitability models, evaluating historical performance and developing forward-looking revenue and expense projections
- Prepared recurring financial reports and conducted market and competitor analysis across 15+ companies, synthesizing financial data and industry trends to support strategic planning
- Developed Python and Excel-based reporting workflows to automate data preparation and recurring analysis, reducing manual reporting time and improving consistency across financial reports
Founder & Head Trainer @ Haluska Hoops
JUN '26 – PRESENTMatawan, NJ
- Founded a basketball training business generating $8,000+ in revenue across an 18+ client base through structured social marketing driving 150,000+ organic views
- Built business infrastructure including pricing, scheduling, and session workflows for a growing roster of youth and high school athletes
- Developed Haluska Hoops’ online presence through its official website and social media content
Financial
Bloomberg Terminal, Portfolio Analysis, Equity Research, Financial Markets, Annuity Operations, Insurance Technology
Technical
Python, FastAPI, SQLAlchemy, SQLite, Next.js, React, TypeScript, HTML/CSS/JS, REST APIs, JWT, Azure Blob Storage, Azure AI Document Intelligence, Vercel, GitHub
Business / Analytical
Microsoft Excel, Data Analysis, Stakeholder Management, Operations Planning, Project Management, Marketing Operations, Content Strategy
AI & Automation
Prompt Engineering, AI Workflow Design, Claude, ChatGPT, Cursor AI, Buffer
Bloomberg Finance Fundamentals
Bloomberg
Issued Dec 2024
Credential ID: q4tVzU1zVcahAK8TYicGfvEm
Bloomberg Market Concepts
Bloomberg
Issued Dec 2024
Credential ID: 1UFW2xK2YmkE1ca3EGpJBkPB
Muhlenberg College
Allentown, PA · Class of 2027
Majors: Business Administration and Finance
GPA: Business 3.444 · Finance 3.222
Leadership & Activities
Leadership
- Alpha Tau Omega — Head of Philanthropy (Spring 2026 – Present)
- Muhlenberg College Intramural Basketball — Commissioner (Feb 2026 – Present); 160+ participants, 60+ games, secured referee funding, launched league Instagram
- Investment Society — Member Analyst (Oct 2023 – Present); equity analysis for a student-managed $1M fund
Selected Coursework
- Corporate Finance (FIN 237)
- Math for Financial Analysis (FIN 311)
- Money, Banking, and Financial Markets (FIN 330)
- AI in Business: Applications & Strategy (BUS 288)
- Project Management Theory & Practice (BUS 385)
- Statistical Analysis (MTH 119)