Summary
Overview
Work History
Education
Skills
Timeline
BusinessDevelopmentManager
Joshua Coons

Joshua Coons

Solana Beach,CA

Summary

Talented Portfolio Manager bringing 8+ years of experience in making proactive fund proposals. Strong leadership skills, an analytical nature and an in-depth understanding of portfolio management. Good presentation, relationship-building and organizational skills. Proficient in Intuit Quickbooks and Microsoft Excel.

Overview

5
5
years of professional experience

Work History

Co-Founder and Chief Financial Officer

Black Tie Collective
Santa Barbara, United States
12.2021 - 05.2022
  • Co-Founded and ran financials for a profitable Cryptocurrency investment group
  • Coordinated and managed multiple employees in order to launch an NFT campaign
  • Sold hundreds of NFTs and invested those funds generating further growth for the investment group
  • Marketed Globally to attract investors.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.

Portfolio Manager

Self-employed
San Diego, CA
01.2008 - Current
  • Consistently growing my account with an average APY over 15%, with guidance from my father, who ran a successful hedge fund for ten years and now runs a family office
  • Experience investing and trading equities
  • Proficient understanding of options and various hedging strategies
  • Active participation in crypto markets for 5 years.
  • Adjusted portfolio exposures to compensate for market conditions.

Finance Intern

Anchor Point IT Solutions
Santa Barbara, United States
09.2021 - 12.2021
  • Processed all accounts receivable, utilizing business Quickbooks
  • Organized and Categorized Excel spreadsheets to allow the administration to better process incoming payments
  • Created in house system to break down recurring payments
  • Create routine financial reports, analyses and investigations.

Guest Service Representative

Sandpiper Golf Club
Santa Barbara, CA
01.2021 - 05.2021
  • Listen and engage with golf guests to facilitate a superior golfing experience
  • Maintain and service over one hundred golf carts daily
  • Facilitated tee sheets for golf guests while managing customer conflicts
  • Collaborated with team members to handle guest requirements from check-in through check-out.

Education

Bachelor of Arts - Economics and Business

Westmont College
Santa Barbara, CA
05.2022

Skills

  • Adaptable to Changing Conditions
  • Social Perceptiveness
  • Staff Recruitment and Hiring
  • Prioritizing and Planning
  • Management of Financial Resources
  • Cost Data Analysis
  • Business Relationship Management
  • High Net Worth Individuals Marketing
  • Intuit QuickBooks
  • Hedging Strategy

Timeline

Co-Founder and Chief Financial Officer

Black Tie Collective
12.2021 - 05.2022

Finance Intern

Anchor Point IT Solutions
09.2021 - 12.2021

Guest Service Representative

Sandpiper Golf Club
01.2021 - 05.2021

Portfolio Manager

Self-employed
01.2008 - Current

Bachelor of Arts - Economics and Business

Westmont College

Similar Profiles

CREATE PROFILE
Joshua Coons