NUA Advisors, Lexington, MA, Formerly
Stirling Global Advisors, Wakefield, MA
June, 2008 to Present

Financial Research Intern

Researched & recommended specific covered call option trades
Researched Asian ADRs, ETFs, and hedge funds based on several metrics.
Completed research on equity securities on Bloomberg Terminal and other resources.
Developed sophisticated option calculator tool in Excel used to calculate return on several simultaneous options.
Backtested CAN SLIM investing method developed by William O'Neil.

Acronis, Inc., Burlington, MA
July, 2007 to Present

Research, Marketing, Office Assistant

Scheduled Webinars in Webex and managed resulting leads in Salesforce.com.
Helped grow channel sales from 55% to 80% by researching over 4,000 individual contacts.
Linked over 2,600 accounts to their parent accounts in Salesforce.com database.
Created and sent quotes for product renewals to customers.
Applied naming conventions to sales database over 2 months, 15,000+ accounts.
Filed and reorganized entire company's history of invoices, $100mil+ worth of sales.
Completed several projects in Excel & Salesforce.com for VP of Sales, Director of Channel Sales, and Director of Marketing.

Bertucci’s Restaurant, Waltham, MA
September, 2006 to January, 2007

Delivery Driver & Takeout Staff

Worked approximately 10-15 hours per week to support college education.
Handle monetary transactions in excess of $2,500 per shift.
Responsibly and safely drive up to four hours per shift.

ACTIVITIES