John Lourenso
Huntington,NY
Summary
Intuitive, hardworking, fast learner with a wide array of experience/knowledge from various financial institutions. Primarily interested in consulting and valuation; looking to jumpstart a professional career in these industries after acquiring a masters in accounting and data analytics from The Kelley School of Business, Indiana University Bloomington.
Overview
9
9
years of professional experience
Work History
Valuation and Due Diligence Intern
Sauvigne & Co.
06.2024 - Current
- Overlooked financial records to understand operations, and recognition of revenues/expenses.
- Organized EBITDA waterfall graphs to assess profitability.
- Constructed balance sheet and profit/loss summaries for numerous clients.
- Reviewed audit and quality of earnings reports to assist partners.
Wealth Management Intern
Morgan Stanley
06.2023 - 08.2023
- Prepared client cash flow analysis and net worth summaries for investment advisors.
- Analyzed performance and holdings of mutual funds, separately managed accounts and alternative investments.
- Created and updated data management lists for advisors & staff.
- Researched elements of partners long term strategic plan.
Golf Caddy
Huntington Crescent Club
04.2015 - 06.2023
- Provided professional caddy services to members and guests, as well as assisted with daily preparation of golf course, golf range, and golf carts.
Golf Camp Instructor
long Island Golf Camp
06.2022 - 08.2022
- Instructed campers ages 5-14 on the fundamentals of golf.
- Exercised drills focusing on putting, chipping, and longer range/tee shots.
Restaurant Crew Member
Locale
05.2021 - 08.2021
- Assisted service staff in daily activities, and maintained clean work area throughout shift.
Education
Master of Science - Accounting And Data Analytics
Indiana University Bloomington
Bloomington, IN05.2025
Bachelor of Science - Accounting
Indiana University Bloomington
Bloomington, IN05.2024
High School Diploma -
Huntington High School
Huntington, NY06.2020
Skills
- Proficient with Excel
- Proficient with Tableau
- Excellent communication skills
- Leadership & Time Management
Affiliations
Tex’s BBQ Mental Health Awareness Philanthropy - Indiana University, Bloomington, IN
- Organized, promoted, and implemented multiple philanthropic campus events. Raised in excess of $5,000 for Counseling and Psychological Services (CAPS), a mental health awareness organization at Indiana.
Timeline
Valuation and Due Diligence Intern
Sauvigne & Co.
06.2024 - Current
Wealth Management Intern
Morgan Stanley
06.2023 - 08.2023
Golf Camp Instructor
long Island Golf Camp
06.2022 - 08.2022
Restaurant Crew Member
Locale
05.2021 - 08.2021
Golf Caddy
Huntington Crescent Club
04.2015 - 06.2023
Master of Science - Accounting And Data Analytics
Indiana University Bloomington
Bachelor of Science - Accounting
Indiana University Bloomington
High School Diploma -
Huntington High School