Ivan Dosen
Orlando,FL
Summary
Dedicated and passionate about beginning my corporate career, with experience in financial analysis, portfolio management, and risk assessment strategies. I am committed to bringing a customer-focused approach to support an organization's success and goals.
Overview
4
4
years of professional experience
Work History
Server/Bartender
Anastasia's Sports Lounge
06.2025 - Current
- Exceed sales and gratuity targets through use of a tablet-based POS system to consistently anticipate and fulfill customer needs and wants
- Efficiently manage 7–10 tables in high-pressure settings, balancing attention to detail, urgency and accuracy
- Use communication and problem-solving to resolve customer inquiries, promoting long-term loyalty to the restaurant
Assistant Bar Operations Lead
Bungalow10
12.2023 - 05.2025
- Managed daily bar operations by keeping bar areas fully stocked and organized, maintaining various bar equipment, and ensured all operations complied with health regulations
- Created and implemented comprehensive opening and closing checklists to support smooth service transitions, reduce errors and maintain a guest friendly environment
- Adhered to state and city laws regarding alcoholic beverage services, providing safe consumption for over 300 guests nightly.
Bonds and Derivatives Analyst
Belmont University
01.2023 - 05.2023
- Analyzed pricing models for bonds and derivatives, focusing on yield to maturity, duration and convexity calculations
- Constructed a fixed income portfolio using Excel consisting of 8+ government and corporate bonds, where yield to maturity, duration and convexity were assessed
- Used binomial trees and Black-Scholes modeling to price European and American call/put options
Advanced Finance
Belmont University
01.2023 - 05.2023
- Conducted in-depth financial analysis of over 7 real-world companies focusing on valuation, risk assessment and capital budgeting
- Utilized NPV, IRR, and DCF methods to evaluate strategic decisions of mergers, capital structures, and expansions
Financial Institutions Management
Belmont University
01.2022 - 08.2022
- Evaluated key financial risks such as credit, liquidity, FX, and interest rate that commercial and investment banks encounter
- Improved financial strategy insights by producing 4 in-depth analysis reports on bank risk management strategies
- Created a risk profile assessment in Excel using real-world banking data
Investment Portfolio Management
Belmont University
01.2022 - 08.2022
- Valued equities, bonds, and options using discounted cash flow, Black-Scholes, and binomial tree models for 10+ asset types
- Calculated portfolio risk including standard deviation and expected return by using 50-year historical pricing data
Education
BBA - Finance and Marketing
Belmont University
Nashville, TN05-2023
Skills
- Equities
- Microsoft Excel
- Microsoft Power Point
- Leadership
- Financial Analysis
- Financial Risk
- Portfolio Management
- Bond Pricing
Timeline
Server/Bartender
Anastasia's Sports Lounge
06.2025 - Current
Assistant Bar Operations Lead
Bungalow10
12.2023 - 05.2025
Bonds and Derivatives Analyst
Belmont University
01.2023 - 05.2023
Advanced Finance
Belmont University
01.2023 - 05.2023
Financial Institutions Management
Belmont University
01.2022 - 08.2022
Investment Portfolio Management
Belmont University
01.2022 - 08.2022
BBA - Finance and Marketing
Belmont University
KEY ACHIEVEMENTS
- Risk Analysis Improvement: Utilized analytical skills to improve investment portfolio risk analysis, enhancing decision-making processes.
- Visual Reporting Excellence: Developed visual reports in Excel, showcasing statistical findings for 7+ corporate financial assessments.
- Bond Pricing Accuracy: Enhanced bond pricing accuracy with a 7% improvement through advanced analytical methods and models.