Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Websites
Languages
Timeline
Generic

Petar Stjepanovic

Richmond,VA

Summary

Finance student with a deep-rooted interest in markets, valuation, and corporate strategy. Known for analytical rigor, cross-functional collaboration, and a forward-thinking mindset, aiming to scale from analyst to CFO. Analytical Risk Analyst with a background in identifying, assessing, and mitigating potential risks within financial sectors. Strengths include strategic planning, data interpretation, risk forecasting, and expertise in regulatory compliance. In previous roles, I contributed significantly to reducing operational risks by developing comprehensive risk management strategies. Skilled in using advanced risk assessment tools and software to support sound decision making. Detail-oriented risk manager improving safety performance and culture to promote sustainable value within the field. Demonstrates excellent time management techniques and organizational skills to meet business targets. Interacts effectively, utilizing good communication skills, cooperating purposefully, and providing guidance to mitigate risks.

Overview

4
4
years of professional experience

Work History

Independent Equity & Risk Analyst

Self-Initiated
01.2022 - Current
  • Built and actively manage a personal investment portfolio, generating over $5,000 in returns through strategic equity investments and risk-managed positions
  • Applied principles of portfolio diversification, technical analysis, and macroeconomic trend tracking to identify high-conviction opportunities
  • Utilize tools like Excel, Yahoo Finance, and Seeking Alpha for ongoing research, risk assessment, and performance tracking

Volunteer Coach – Water Polo Outreach Program

Swim RVA
Richmond, USA
01.2021 - Current
  • Created and led free water polo clinics for youth of all ages and abilities, including children with physical and cognitive disabilities
  • Taught foundational skills, teamwork, and game strategy with a focus on accessibility, encouragement, and personal growth
  • Promoted water polo across underserved communities to expand access and awareness, aiming to provide the opportunities I never had growing up
  • Built a positive, inclusive environment that fostered confidence, discipline, and love for the game

Finance & Admin Assistant

CAED Pediatrics & Adolescents
Richmond, USA
01.2022 - 01.2023
  • Supported front-office operations by assisting with billing, patient data entry, and insurance documentation
  • Handled basic financial tracking, including payment logging and expense categorization under supervision
  • Helped maintain accurate patient and financial records using HIPAA-compliant systems

Education

Undergraduate Degree - Finance

University of The Pacific
Stockton, CA
01.2028

High School -

Deep Run High School
Glen Allen
01.2024

Skills

  • Data Analysis & Research
  • Strategic Planning
  • CRM & Outreach Tools
  • Financial Literacy
  • Multilingual
  • Public Speaking / Presentation
  • Team Collaboration

Hobbies and Interests

  • Investing
  • Mergers & Acquisitions
  • Fintech Innovation
  • Strategic Finance
  • Private Equity
  • Risk Management
  • Hedge Funds
  • Real Estate Markets

Languages

  • Serbian, Native
  • Spanish, Conversational
  • English, Fluent

Languages

English
Native/ Bilingual
Serbian
Native/ Bilingual
Spanish
Professional
Croatian
Full Professional

Timeline

Independent Equity & Risk Analyst

Self-Initiated
01.2022 - Current

Finance & Admin Assistant

CAED Pediatrics & Adolescents
01.2022 - 01.2023

Volunteer Coach – Water Polo Outreach Program

Swim RVA
01.2021 - Current

Undergraduate Degree - Finance

University of The Pacific

High School -

Deep Run High School

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