Jonas Fuette

Assisted with event setup and breakdown by arranging equipment, tables, and food stations according to client specifications. Helped with food preparation, presentation, and service to guarantee quality standards for all dishes. Provided friendly service to clients and guests, addressing needs and resolving issues during events. Collaborated with chefs, servers, and event coordinators to support smooth operations. Monitored catering supplies and equipment to maintain proper stock levels.

Directed initiatives to facilitate exposure to registered investment advisor (RIA) space by overseeing learning in financial planning, investment management, tax strategy, and estate planning. Engaged with a network of 20+ industry professionals across venture capital, hedge funds, investment banking, private equity, and startups to expand knowledge of the finance industry. Led business development strategy initiative to position MAI’s services uniquely within Silicon Valley. Executed comprehensive equity research through financial analysis and stock pitch on Nike, assessing valuation, growth drivers, and competitive landscape. Partnered on an AI-driven onboarding project to innovate client experience and streamline operations.

• Assisted in preparing financial reports and presentations for client meetings.
• Conducted market research to support investment strategies and portfolio management.
• Collaborated with team members to analyze data trends and identify potential investment opportunities.
• Streamlined data entry processes using Excel for improved accuracy and efficiency.
• Supported client onboarding by gathering necessary documentation and ensuring compliance standards were met.
• Participated in team meetings, contributing insights on market conditions and performance metrics.
• Learned to utilize financial modeling tools to assist in project evaluations and forecasting efforts.
• Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
• Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
• Analyzed problems and worked with teams to develop solutions.

Oversaw maintenance and organization of golf carts, guaranteeing cleanliness, charging, and operational excellence. Led regular inspections and executed essential maintenance tasks. Fostered positive customer interactions by greeting members and guests, assisting with golf bag handling, and delivering course information. Coordinated cart preparation for daily use, collaborating with team members for tournament setups and managing cart traffic effectively. Ensured compliance with safety protocols and addressed any issues or incidents in a timely manner.