Summary
Work History
Education
Skills
Technical Professional Skills
Leadership Experience
Timeline
Generic

Jacob Franzeo

Swedesboro,NJ

Summary

Demonstrated expertise in managing $2 million in investment capital, contributing to significant portfolio returns, including 40% annual growth. Utilized advanced quantitative analysis and risk management strategies, along with Python and Excel, to optimize investment decisions and enhance overall performance.

Work History

Intern

Basic Commerce and Industries, Inc. (BCI)
  • Utilized Microsoft Excel to organize, maintain, and analyze business information in support of company operations.
  • Prepared and completed reports for internal use, ensuring information was organized clearly and accurately.
  • Organized and maintained files and business records for senior personnel, improving accessibility of important information.
  • Supported management and other team members with administrative and analytical assignments while meeting established deadlines.

Personal Portfolio Management Options & Equity Investing

  • Helped manage approximately $2 million in family investment capital, gaining hands-on experience with equities, options, portfolio construction, and risk management.
  • Executed and monitored put and call option strategies across varying market conditions.
  • Evaluated securities using quantitative analysis, market trends, risk/reward characteristics, and portfolio objectives.
  • Monitored portfolio exposure and adjusted positions in response to changing market conditions.
  • Contributed to strong portfolio performance, including periods of approximately 40% annual returns.
  • Developed practical knowledge of derivatives, equity markets, portfolio management, and investment decision-making.

Education

Bachelor of Science - Mathematics

Rowan University
Glassboro, NJ
06-2026

Skills

  • Python
  • Microsoft Excel
  • Quantitative Analysis
  • Statistical Analysis
  • Data Analysis
  • Options
  • Equities
  • Portfolio Management
  • Risk Assessment
  • Financial Markets
  • Analytical Problem-Solving
  • Communication
  • Teamwork
  • Presentation Skills

Technical Professional Skills

Python, Microsoft Excel, Quantitative Analysis, Statistical Analysis, Data Analysis, Options, Equities, Portfolio Management, Risk Assessment, Financial Markets, Analytical Problem-Solving, Communication, Teamwork, Presentation Skills

Leadership Experience

  • Habitat for Humanity, Member, Participated in volunteer and community-service initiatives and collaborated with other members on community-focused projects.
  • DECA, Earned recognition in an Interview Skills competition., Demonstrated professional communication, interviewing, presentation, and interpersonal skills in a competitive setting.

Timeline

Personal Portfolio Management Options & Equity Investing

Intern

Basic Commerce and Industries, Inc. (BCI)

Bachelor of Science - Mathematics

Rowan University

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