Lucas Fortt
Mission Viejo,CA
Summary
2022 Cal Poly SLO graduate pursuing opportunities to apply acquired finance education and skills in a professional work environment.
Overview
5
5
years of professional experience
Work History
HVAC Assistant
Fortt Mechanical
Mission Viejo, CA
06.2018 - Current
- Assisted with installing condensing units and water heaters to improve or fix HVAC system performance.
- Removed old equipment from customers' homes and prepared installation areas.
- Answered customer questions and helped resolve various concerns.
Cryptocurrency Financial Advisor
Self-employeed
Mission Viejo, CA
06.2021 - 01.2023
- Created business plan for multiple clients.
- Helped individuals build and execute wealth management strategies based on their goals and objectives.
- Taught clients how to successfully transfer cryptocurrencies between blockchain networks.
Tennis Instructor
Marguerite Tennis Pavillion
Mission Viejo, CA
06.2018 - 08.2018
- Increased player strength, agility and game skills through successful practices and coaching
- Encouraged kids ages 6-12 to cultivate strong work ethic by demonstrating diligence, patience and respect for others
Education
Bachelor of Science - Business Administration
California Polytechnic State University-San Luis Obispo
San Luis Obispo, CA06.2022
Associate of Science - Economics And Business Administration
Saddleback College
Mission Viejo, CA12.2020
Skills
- Bilingual and biliterate in Spanish
- Leadership
- Mentoring
- Problem solving
- Collaboration
- Fast learner
- Resourceful
- Tableau Desktop Specialist
Degrees
- Associates of Arts in Economics
- Associates of Science in Business Admistration
- Bachelor of Science in Business Administration with a concentration in Finance and minor in Spanish
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Risk comes from not knowing what you are doing.
Warren Buffett
Timeline
Cryptocurrency Financial Advisor
Self-employeed
06.2021 - 01.2023
HVAC Assistant
Fortt Mechanical
06.2018 - Current
Tennis Instructor
Marguerite Tennis Pavillion
06.2018 - 08.2018
Bachelor of Science - Business Administration
California Polytechnic State University-San Luis Obispo
Associate of Science - Economics And Business Administration
Saddleback College