Summary
Overview
Work History
Education
Skills
Websites
Leadership Experience
Timeline
Generic

Lauren Mansfield

San Luis Obispo,CA

Summary

Results-oriented Business Administration graduate with a focus in Finance and experience supporting equity research, financial modeling, and operational processes. Demonstrated strong organizational skills and customer service through roles in data analysis, CRM implementation, and client relationship management. Known for being thoughtful, dependable, and calm under pressure. Eager to contribute to a fast-paced environment where initiative, accuracy, and problem-solving are valued.

Overview

3
3
years of professional experience

Work History

Asset Living - Mustang Village
San Luis Obispo, CA
08.2023 - 08.2024
  • Role: Community Assistant
  • Supported lease processing and financial move-outs, ensuring accuracy
  • Recognized as Top Leasing Agent (02/01/24); ensured positive resident relationships and compliance with community protocols
  • Handled high-volume service issues and inquiries with attention to detail and professionalism

Cal Poly Student Managed Portfolio Project
San Luis Obispo, CA
09.2023 - 05.2024
  • Role: Equity Research Analyst
  • Assisted in managing $750,000 Cal Poly Endowment Funds portfolio
  • Generated analyst reports for stock selection using fundamental and relative valuation models (DDM, DCF, comparables, multiples); apply Monte Carlo Simulations and sensitivity analysis

Summer Undergraduate Program (SURP)
San Luis Obispo, CA
06.2023 - 10.2023
  • Role: Research Assistant
  • Modeled risk-return profiles for green energy PPAs using Tableau and SEC EDGAR datasets

Lewis Financial
San Luis Obispo, CA
07.2023 - 01.2024
  • Role: Wealth Management Intern
  • Acted as liaison between advisors and clients, ensuring timely onboarding, account transfers, and resolution of client service issues
  • Supported CRM migration to Wealthbox, improving data accuracy and workflow efficiency
  • Maintained high-quality service standards with 95% client satisfaction through effective communication and follow-up

Gato365 Data Science Academy
San Luis Obispo, CA
06.2021 - 03.2022
  • Role: Data Analyst
  • Leveraged data visualization tools (R-Code) to present insights
  • Designed and marketed R-code software program for high school-level students, promoting accessibility

Education

Bachelor of Science - Business Administration

CALIFORNIA POLYTECHNIC STATE UNIVERSITY, ORFALEA COLLEGE OF BUSINESS

Skills

  • Client Relationship Management
  • Written & Verbal Communication
  • Time Management
  • Attention to Detail
  • Problem Solving
  • Adaptability

Websites

Leadership Experience

New Student & Transition Programs, San Luis Obispo, CA, Week of Welcome Leader, 09/01/22, Cultivated strong interpersonal and mentoring skills, fostering a supportive environment for 25 new students

Timeline

Cal Poly Student Managed Portfolio Project
09.2023 - 05.2024

Asset Living - Mustang Village
08.2023 - 08.2024

Lewis Financial
07.2023 - 01.2024

Summer Undergraduate Program (SURP)
06.2023 - 10.2023

Gato365 Data Science Academy
06.2021 - 03.2022

Bachelor of Science - Business Administration

CALIFORNIA POLYTECHNIC STATE UNIVERSITY, ORFALEA COLLEGE OF BUSINESS

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