Business major with a comprehensive understanding of Management and Finance. Experienced in Portfolio Management, Commercial Real Estate, and Manufacturing. A versatile, hard working, and adaptable team player, committed to driving business success through sound decision-making and innovative solutions
Overview
4
4
years of professional experience
1
1
Certification
Work History
Fund Analyst for ACU's STAR Investment Fund
Abilene Christian University
Abilene, TX
05.2024 - Current
Supported effective decision-making within the team by developing sophisticated financial models for forecasting future cash flows and valuing potential investments.
Participated in continuing education opportunities to stay current on emerging trends in financial markets and expand technical expertise.
Enhanced portfolio diversification by selecting investments across a variety of sectors, industries, and geographies.
Continuously sought feedback from colleagues and supervisors regarding personal performance with a focus on identifying areas for further growth and development as an analyst.
Streamlined the fund''s reporting process to provide timely and accurate updates on portfolio holdings, performance metrics, and key risks.
Built strong professional networks within the industry through active participation in conferences, seminars, webinars, and other relevant events.
Intern - U.S. Real Estate
Firstcash Inc
Fort Worth, TX
05.2024 - Current
Conducted periodic inspections of properties to ensure compliance with safety regulations and tenant requirements.
Analyzed market conditions regularly to identify opportunities for improving operational efficiency.
Prepared lease documents, including rental agreements and addendums.
Analyzed financial data associated with leases such as rent rolls or occupancy rates.
Negotiated renewal terms with existing tenants.
Monitored market conditions to ensure competitive pricing on rentals was maintained.
Student Athlete
Abilene Christian University Football
Abilene, TX
08.2020 - 12.2024
Managed time effectively while traveling for games, attending practice, and going to classes.
Attended all practices, meetings, and workouts on time.
Developed time management skills by balancing academic responsibilities with rigorous athletic commitments.
Cultivated strong relationships with fellow students, faculty members, coaches, administrators, alumni, and community stakeholders.
Gained valuable experience in goal-setting processes by working closely with coaches to develop customized improvement plans based on individual strengthsweaknesses.
Collaborated with teammates to create a supportive atmosphere that encouraged growth, camaraderie, and sportsmanship.
Displayed resilience under pressure situations during competitions that positively impacted overall team results.
Enhanced personal athletic performance through disciplined training routines and diligent practice sessions.
Fund Manager
Abilene Christian University's STAR Fund
Abilene, TX
01.2024 - 05.2024
Presented regular reports to senior management detailing fund performance metrics and strategic recommendations.
Continuously monitored economic indicators, staying ahead of market trends to capitalize on profitable opportunities.
Conducted thorough due diligence on potential investments to identify opportunities and mitigate risks.
Mentored junior analysts on effective research techniques, improving overall team capabilities in identifying lucrative investments.
Maintained full compliance with industry regulations, ensuring the utmost integrity in all aspects of fund management operations.
Closed underperforming positions quickly, reallocating resources towards more promising investments.
Streamlined operational processes within the fund management team, resulting in increased productivity and cost savings.
Managed a successful fund, consistently outperforming benchmark by more than 3.5%
Enhanced the efficiency of the investment process by implementing cutting-edge technology tools for research and analysis.
Assessed financial data and determined suitable actions for investments.
Sales Professional
Symmetry Financial Group
12.2023 - 05.2024
Consistently surpassed sales targets through diligent follow-ups and a strong commitment to delivering value-added solutions tailored specifically for each client''s unique requirements.
Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
Conferred with existing and potential customers to assess requirements and propose optimal solutions.
Intern
Avanzar Interior Technologies
San Antonio, TX
05.2023 - 09.2023
Gained hands on experience by directly shadowing the President and CEO through their daily tasks and duties.
Collaborated effectively with team members across departments, fostering a cohesive work environment conducive to accomplishing shared objectives.
Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Sorted and organized files, spreadsheets, and reports.
Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
BBA - Business Management And Finance
Abilene Christian University
Abilene, TX
12.2024
Skills
Microsoft Excel
Bloomberg Terminal
Equity Valuation
Investment Research
Compliance Monitoring
Portfolio Management
Asset Allocation
Technical Analysis
Quantitative Analysis
Economic forecasting
Property Management
Lease Renewals
Proficiency in Yardi
Lease Negotiation
Drafting Leases and Amendments
Proficiency in ProLease
Affiliations
NCAA Division 1 Student Athlete (Football)
Certification
Bloomberg Market Concepts (BMC)
General Lines Insurance Agent
Timeline
Fund Analyst for ACU's STAR Investment Fund
Abilene Christian University
05.2024 - Current
Intern - U.S. Real Estate
Firstcash Inc
05.2024 - Current
Fund Manager
Abilene Christian University's STAR Fund
01.2024 - 05.2024
Sales Professional
Symmetry Financial Group
12.2023 - 05.2024
Intern
Avanzar Interior Technologies
05.2023 - 09.2023
Student Athlete
Abilene Christian University Football
08.2020 - 12.2024
BBA - Business Management And Finance
Abilene Christian University
Bloomberg Market Concepts (BMC)
General Lines Insurance Agent
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