Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help the team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
3
3
years of professional experience
Work History
Volunteer
WoundWalk OC
05.2021 - Current
Tended to the medical needs of the homeless in Santa Ana
Summer Analyst Intern
Morgan Stanley
05.2023 - 08.2023
Assisted in the creation of financial models and valuation analyses for potential investments.
Collaborated with team members to develop and present data-driven recommendations for investment strategies.
Enhanced financial analysis skills by working closely with senior analysts on various projects.
Acquired proficiency in using advanced Excel functions for efficient data manipulation, leading to more accurate results.
Created a master list of 75 potential new clients through conversion of cold calls to client meetings
Summer Analyst Intern
Foundation Capital
06.2022 - 09.2022
Sourced 20 Y-Combinator start-ups, and conducted introductory due diligence and pitch meetings
Screened FinTech start-ups for potential investment
Created formal presentations for outside investors explaining the significance of the FinTech industry, where I estimated and presented the Total Addressable Market by sector
Recommended investment strategies by analyzing and evaluating the top global FinTech companies in the world and presented my findings to the executive leadership of Foundation Capital
Led an NFT Research Project, where I analyzed the different practical use cases of NFTs and sourced startups that focused on these use cases
Education
Bachelor's Degree in Finance - Finance
Santa Clara University
Santa Clara, CA
06.2024
Skills
Microsoft Excel
Valuation Techniques
Company Profiling
Investment strategies
Alternative Investments
Economic forecasting
Problem-solving skills
Due diligence
Financial statement analysis
Leadershipandvolunteerwork
Philanthropy Team for Sigma Chi Fraternity - Raised $130,000 for the Huntsman Cancer Institute
Worked with Wound Walk, tending to the medical needs of the homeless in Santa Ana
Played soccer for FC Basel Academy Team for two years in Basel, Switzerland
Scholar Athlete recipient, Varsity Soccer, Santa Margarita Catholic High School (4.0 GPA and above)
Investmentclub
Santa Clara University, Learned the fundamentals of investment and asset allocation through the use of simulated investing, as well as attended asset allocation subject matter expert speaker series, Attended weekly meetings where the club members and I share and discuss relevant financial news and trends, and follow U.S. and global stock markets and monetary policy decisions