Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Timeline
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Aaron Valdez

Yorba Linda,CA

Summary

I am a highly motivated finance student with hands-on leadership experience and a strong foundation in financial principles and market analysis. My proactive mindset, commitment to excellence, and eagerness to grow make me a valuable addition to any team. I’m ready to bring energy, adaptability, and analytical skills to a dynamic financial environment.

Overview

4
4
years of professional experience

Work History

Team Sports Sales Associate

Dick's Sporting Goods, Inc
Yorba Linda, CA
06.2023 - 01.2024
  • Analyzed sales data to identify trends and adjust sales strategies accordingly.
  • Assisted with department-level merchandising to enhance product presentation and support team sales goals.
  • Delivered exceptional customer service in a high-traffic retail environment.

Administrative Assistant

Elite Medical Care
Garden Grove, CA
04.2020 - 07.2022
  • Managed patient appointments, phone communications, and front desk operations.
  • Provided excellent customer service, addressing patient inquiries with professionalism and empathy.
  • Demonstrated strong organizational skills by maintaining accurate patient records and coordinating with medical staff to ensure seamless patient flow.

Team Member

Del Taco
Yorba Linda, CA
08.2020 - 07.2021
  • Created detailed reports outlining project progress and results achieved.
  • Identified opportunities for process improvements within the department.
  • Provided customer service support to ensure satisfaction.
  • Collaborated with team members to maximize productivity and efficiency.

Education

Bachelor of Science - Finance

California State Polytechnic University, Pomona
Pomona, CA
12-2026

High School Diploma -

La Habra High School
La Habra, CA
05-2022

Skills

  • Financial analysis
  • Market research
  • Microsoft Excel
  • Customer service
  • Effective communication
  • Google sheets
  • Data interpretation

Affiliations

Phi Kappa Tau Fraternity – Executive Board, Programmer

  • Planned and executed campus-wide events with 100+ attendees.
  • Managed event budgets and logistics, coordinating vendors and timelines.

Finance Society – Member

  • Attend weekly finance-focused seminars, mock interviews, and workshops to enhance financial industry knowledge.
  • Participate in networking events with alumni and finance professionals to explore potential career paths.

Student Managed Investment Club (SMIC) – Member

  • Engage in security analysis and portfolio theory workshops.
  • Contribute to campus-wide financial literacy and support SMIF’s mission to build long-term client wealth through active portfolio management.

The Painted Turtle – Volunteer

  • Participated in philanthropic events to support children with serious illnesses.
  • Collaborated in fundraising and awareness campaigns for the organization.

Timeline

Team Sports Sales Associate

Dick's Sporting Goods, Inc
06.2023 - 01.2024

Team Member

Del Taco
08.2020 - 07.2021

Administrative Assistant

Elite Medical Care
04.2020 - 07.2022

Bachelor of Science - Finance

California State Polytechnic University, Pomona

High School Diploma -

La Habra High School