Kai Brown
Vista,CA
Summary
Driven finance graduate and FINRA SIE license holder with a strong foundation in investment analysis, financial modeling, and asset valuation. Demonstrated ability to build portfolio models in Excel, manage organizational cash flows, and analyze market structures. Proactive learner with proven discipline in self-directed study, critical problem-solving, and cross-functional leadership, seeking to leverage analytical capabilities in a financial services role.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Food Runner
Four Seasons Hotel
Carlsbad, California
08.2026 - Current
- Coordinated with kitchen staff during peak hours to ensure timely food delivery.
- Delivered food promptly to guests in dining areas.
Busser/Barback/Food Runner
Draft Republic
San Marcos
04.2023 - Current
- Enhanced teamwork skills by collaborating with diverse restaurant staff
- Supported team members to ensure timely service and guest satisfaction
Education
Bachelor of Science - Business Administration, Finance Focus
California State University San Marcos
Skills
- Customer service
- Time management
- Guest satisfaction
- Problem solving
- Attention to detail
- Organizational skills
Certification
- Securities Industry Essentials (SIE), FINRA, 08/19/2026, Passed via Independent Study
- Series 7 / Series 66 Sponsorship, Pursuing
RELEVANT COURSEWORK/PROJECTS
- Advanced Corporate Finance
- Investment Analysis
- Created a $10,000,000 bond portfolio projecting 7% growth
- Created a cost-benefit analysis for a 10,000-person non-profit event
Timeline
Food Runner
Four Seasons Hotel
08.2026 - Current
Busser/Barback/Food Runner
Draft Republic
04.2023 - Current
Bachelor of Science - Business Administration, Finance Focus
California State University San Marcos