Summary
Overview
Work History
Education
Skills
Certification
Goals
Timeline
Generic

Kyle Norton

Jacksonville,NC

Summary

Accomplished finance professional with a solid understanding of essential financial concepts and regulations, demonstrated by successful completion of the FINRA SIE exam. Currently pursuing the CFA Level 1 exam to deepen expertise in investment analysis and portfolio management, establishing a strong foundation for a thriving career in finance. Plans to obtain Series 7 and 63 licenses to operate as a registered representative, dedicated to helping clients and firms achieve financial goals. Committed to continuous learning and professional development within the dynamic finance industry.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Extern

Yinan Zhao Value Investing and Financial Modeling Externship
09.2025 - Current
  • Gained insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao.
  • Learned how professionals leverage financial modeling in Excel, interpreting alternative data, evaluating market trends, and crafting persuasive investment recommendations.
  • Built real-world skills essential for careers in finance, equity research, and Investment banking.
  • Analyzed the Financial Statement for Lattice Semiconductor Corporation's second quarter of 2025. Revenue for the second quarter of 2025 was $124.0 million, with GAAP gross margin of 68.4%, and GAAP net income of $0.02 per diluted share. On a non-GAAP basis, gross margin was 69.3%, with net income per diluted share of $0.24. GAAP net income and GAAP net income margin for the second quarter of 2025 were $2.9 million and 2.3%, respectively, with adjusted EBITDA of $42.2 million, which is a 34.1% adjusted EBITDA margin for the second quarter of 2025.

Produce Clerk

Food Lion
07.2024 - Current
  • Conducted financial analysis and market research to help ensure company growth.
  • Assist roughly 100 customers per day with potential needs.
  • Achieved a year over year sales growth of 6% for the month of July in 2025

Retail Trader

Self Employed
06.2021 - Current
  • Conducted comprehensive market research and technical analysis.
  • Managed daily trading operations.
  • Monitored economic indicators.
  • Achieved a $1200 payout with a starting investment of $100 resulting in a 1200% return on investment within a 1 month time frame.

Education

Master of Science - Finance

University of North Carolina At Greensboro
Greensboro, NC
06.2027

Associate of Science - Entrepreneurship/Entrepreneurial Studies, Business Administration

Coastal Carolina Community College
Jacksonville, NC
06.2023

Skills

  • Economic evaluation
  • Investment performance evaluation
  • Trading strategy development
  • Technical analysis

Certification

Securities Industries Essentials (SIE) Exam Passed.

Microsoft Office Word Specialist.

Microsoft Office Powerpoint Specialist.

Microsoft Office Excel Specialist.

Goals

Pass the Level 1 Exam for the CFA

Pass Series 7 and 63 Exam


Timeline

Extern

Yinan Zhao Value Investing and Financial Modeling Externship
09.2025 - Current

Produce Clerk

Food Lion
07.2024 - Current

Retail Trader

Self Employed
06.2021 - Current

Master of Science - Finance

University of North Carolina At Greensboro

Associate of Science - Entrepreneurship/Entrepreneurial Studies, Business Administration

Coastal Carolina Community College

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