James Diaz
Cypress,TX
Summary
I am a dynamic and ambitious finance student at the University of Houston, and I am passionate about financial markets and entrepreneurship. I am actively engaged in trading within the stock market and have demonstrated strong analytical skills and a keen understanding of market trends. My entrepreneurial spirit is evident through the establishment of a successful online business. Additionally, I am adept at marketing strategies and have played a pivotal role in promoting a start-up automotive performance shop. I have a proven ability to balance academic pursuits with real-world ventures, showcasing a commitment to both personal and professional growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Owner
Luxe Air
10.2021 - 05.2023
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
- Implemented efficient systems for inventory management, order processing, and shipping logistics.
Marketing Manager
CNZ Performance
08.2023 - Current
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
- Managed social media accounts for optimal audience engagement and increased online presence.
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
Sales Associate
Under Armour
06.2019 - 08.2024
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Day Trader
Webull
01.2018 - Current
- Increased trading profits by employing effective risk management strategies.
- Built solid working relationships with brokers and other industry professionals to ensure seamless trade executions.
- Streamlined workflows by leveraging advanced software tools for trade execution and analysis.
- Reduced losses by setting appropriate stop-loss levels based on technical indicators and price action patterns.
- Analyzed market trends for informed decision-making and improved portfolio performance.
- Monitored economic news releases closely to capitalize on short-term market movements triggered by key events or data points.
Education
BBA - Finance
University of Houston
Houston, TX12.2026
Skills
- Digital Marketing
- Social Media Marketing
- Staff Management
- Customer Relationship Management (CRM)
- Business Development
- Market Analysis
- Market Trends Analysis
- Decision-Making
- Budgeting and Allocation
- Marketing Analytics
Certification
I completed JPMorgan Chase's Investment Banking on Forage. In the simulation I:
- Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
- Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.
- Created a 2-pager for the client containing a company profile and summary of the auction process.
Timeline
Marketing Manager
CNZ Performance
08.2023 - Current
Business Owner
Luxe Air
10.2021 - 05.2023
Sales Associate
Under Armour
06.2019 - 08.2024
Day Trader
Webull
01.2018 - Current
BBA - Finance
University of Houston