Nima G Dezfuli
Rancho Mirage,CA
Summary
Enthusiastic business major student spurring to apply for an MBA in finance program, with a proven track record at Schwab Joint Brokerage Account, capable in investment performance analysis and strategic planning. Excelled in optimizing portfolio performance and tax preparation, showcasing reliability and a keen ability to learn. Learned both fundamental and technical analysis, driving informed decision-making and goal achievement.
Overview
3
3
years of professional experience
Work History
Investment Manager
Schwab Joint Brokerage Account
09.2021 - Current
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Handled financial transactions worth over $200000.
- Increased returns for client by 10% annually.
Externship
Cosmetic Surgery Institute
03.2024 - 05.2024
As a business major, I worked /shadowed a professional accountant who was preparing income statements, financial statements, and operating expenses prior to tax filing for the cooperation.
Tax Preparer
Massoud G Dezfuli D.O., Inc
02.2023 - 03.2023
- Supported client in gathering relevant financial information, enabling accurate tax return filings.
- Analyzed financial records to verify accuracy of tax returns.
Education
Bachelor of Science - Business Administration And Management
California State University, East Bay
Hayward, CA05.2025
Associate of Science - Business Administration
Orange Coast College
Costa Mesa, CA05.2023
Skills
Investment performance analysis
Strategic Planning
Fundamental Analysis
Equity markets
Trading Systems
Technical Analysis
Willing to Learn
Reliability
Goal Setting
Languages
Farsi
Elementary
English
Native or Bilingual
Timeline
Externship
Cosmetic Surgery Institute
03.2024 - 05.2024
Tax Preparer
Massoud G Dezfuli D.O., Inc
02.2023 - 03.2023
Investment Manager
Schwab Joint Brokerage Account
09.2021 - Current
Bachelor of Science - Business Administration And Management
California State University, East Bay
Associate of Science - Business Administration
Orange Coast College
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