Daniel Foulk
Cibolo,TX
Summary
Investment professional with comprehensive experience in financial analysis, portfolio management, and market research. Adept at leveraging analytical skills to drive investment strategies and optimize returns. Strong focus on teamwork, adaptable to changing financial landscapes, and reliable in delivering results. Skilled in financial modeling, risk assessment, and data-driven decision-making.
Overview
7
7
years of professional experience
Work History
Student Investment Analyst
Bulldog Investment Company, Texas Lutheran University
08.2024 - 12.2025
- Analyzed and monitored a student-managed investment portfolio valued at ~$2M
- Reviewed financial statements, valuations, and economic indicators to support buy/sell decisions
- Presented findings and defended recommendations in team investment meetings
Tax Preparer
Volunteer Income Tax Assistance (VITA)
02.2025 - 04.2025
- Prepared individual income tax returns in compliance with IRS standards
- Interviewed clients, gathered documentation, and explained tax outcomes clearly
- Collaborated with team members to ensure accuracy and timely filing
Sports Site Coordinator
YMCA, San Antonio, TX
01.2023 - 05.2023
- Managed daily operations for youth sports programs and clinics
- Supervised, trained, and scheduled staff to maintain safety and service quality
- Developed and managed program budgets and administrative procedures
Senior Customer Service Representative
Enterprise Holdings Inc., Universal City, TX
08.2021 - 01.2022
- Managed high-volume customer transactions and vehicle inventory systems
- Supported financial operations through accurate documentation and system tracking
HR / Marketing Intern
Community Pool Management Company, Boerne, TX
05.2019 - 08.2021
- Implemented electronic scheduling and payroll systems for 200+ employees
- Assisted with HR onboarding, employee coordination, and event budgeting
Education
Master of Accountancy -
Texas Lutheran University
12.2025
Bachelor of Science - Business
Sacred Heart University
05.2020
Skills
- Financial Statement Analysis
- Audit & Accounting Fundamentals
- Individual Tax Preparation
- Data Analysis & Accuracy Control
- Microsoft Excel & Office Suite
- Client Communication
Timeline
Tax Preparer
Volunteer Income Tax Assistance (VITA)
02.2025 - 04.2025
Student Investment Analyst
Bulldog Investment Company, Texas Lutheran University
08.2024 - 12.2025
Sports Site Coordinator
YMCA, San Antonio, TX
01.2023 - 05.2023
Senior Customer Service Representative
Enterprise Holdings Inc., Universal City, TX
08.2021 - 01.2022
HR / Marketing Intern
Community Pool Management Company, Boerne, TX
05.2019 - 08.2021
Bachelor of Science - Business
Sacred Heart University
Master of Accountancy -
Texas Lutheran University