Lucas Zaba
Stroudsburg,PA
Summary
Aspiring finance professional with a strong foundation in financial analysis, portfolio management, and client relationship management. Eager to apply knowledge of financial strategies in a dynamic and client-focused environment.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Founder & Registered Finder
EVL Unclaimed LLC
Bushkill, PA
11.2023 - Current
- Founded and launched a business specializing in locating and recovering unclaimed assets for clients.
- Conducted thorough research and due diligence to identify unclaimed property, including financial assets and funds.
- Assisted clients in navigating legal processes and filing claims to recover assets.
- Drove revenue by cultivating successful client relations.
- Developed and implemented strategic business plans to guide the startup from conception to operational success.
Administrative Assistant & Data Entry
Tax Team LLC
Jefferson, NJ
01.2024 - 04.2024
- Entered and maintained accurate data in company databases.
- Assisted in organizing and managing client documents and files.
- Engaged with clients in both Polish and English to gather necessary financial information.
- Supported administrative tasks and ensured smooth office operations.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
Education
Bachelor of Science - Finance
University of Scranton
05.2026
Skills
- Financial analysis
- Data management
- Excel
- Microsoft Office Suite
- Data Entry
- Operations Management
- Client Engagement
Certification
- Bloomberg Finance Fundamental Certificate
- Certificate of Finder Registration
Extracurricular Activities
Piast (Polish Society)
Treasurer
- Manage club finances and budget
- Facilitate communication between members and club leadership
- Applied for and secured funding through the Polish Youth Association and the University of Scranton
PRISM (Portfolio of Responsible Investments under Student Management)
Member
University of Scranton
- Manage a portion of the university's endowment fund, valued at approximately $850,000.
- Participate in weekly meetings to discuss and execute investment strategies.
- Contribute to buy and sell decisions
- Collaborate with undergraduate and graduate peers to explore market trends and portfolio growth opportunities.
Timeline
Administrative Assistant & Data Entry
Tax Team LLC
01.2024 - 04.2024
Founder & Registered Finder
EVL Unclaimed LLC
11.2023 - Current
Bachelor of Science - Finance
University of Scranton
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