Helped manage an active investment fund by developing strategic investment plans to align my school’s investment fund with benchmark performance goals.
Forecasted trends to make effective decisions for portfolio management.
Conducted full-fledged equity research of selected companies, created portfolio management strategies based on our risk-tolerance levels and financial goals.
The group strived for long-term, stable growth of capital and future cash through selective security analysis
Participated in training sessions covering topics such as portfolio management, hedging techniques.
Financial Tax Intern
The Sherwin-Williams Company
Cleveland, OH
12.2023 - 08.2024
Tax Compliance: helped file tax returns and prepared reports in compliance with strict regulatory standards.
Handled and distributed Sales and Use exemptions certificates, renewed business licenses registration, for all Sherwin-Williams sellers in North America, nearly 5,000 stores
Prepared and paid personal and real property bills every month.
Gathered necessary documents to prepare quarterly and annual gross receipts tax returns
Upkeep, filing and indexing of Sales Tax, Property Tax and Business License returns
Server
Pier W
Lakewood Ohio, 44107
01.2021 - 08.2024
Continuously top performing server in sales with a serving staff of 20+.
Required strong multitasking skills by managing multiple tables simultaneously without compromising service quality. Regularly serving 40+ people in a shift.
Provided information regarding foods and wine pairings with a diverse wine list exceeding 100+
Education
BBA - Finance
Cleveland State University
Cleveland
12-2026
BBA - Finance
Carlos III University of Madrid
Spain
Skills
Microsoft Excel
Microsoft PowerPoint
Accomplishments
Assisted in calculating and analyzing multi-millions of dollars of state total gross sales, tax deductions, returns and exemptions for all of The Sherwin-Williams Company's North American stores.
Cumulative 3.89 GPA, Cleveland State University Academic Deans list (4 Semesters)
Helped manage active school investment fund over $1,700,000 AUM
Studying for two semester in Madrid, Spain.
Affiliations
Lakewood soccer camp, 06/2018, 08/2022, Coached kids ages 6-14, Organized practices, drills and games
Lakewood Community Center, 06/2020, 08/2020, Distributed food with the local food bank, twice a week