Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Pranay Mohan

San Francisco,CA

Overview

2
2
years of professional experience
1
1
Certification

Work History

Trading Coordinator

Summit Financial Group
San Ramon, CA
06.2024 - Current
  • Execute trades such as rebalances, options trading, DCAs, and market orders, using the Raymond James trading platform.
  • Active member of the investment committee, partaking in decision-making for portfolio updates, and presenting emerging market trends.
  • Maintains Excel-based tools to track tax-loss harvesting opportunities.
  • Performs equity research for potential funds to be included in portfolios, using YCharts and 4U Platform.

Financial Representative

Northwestern Mutual
San Francisco, CA
01.2024 - 05.2024
  • Prepared monthly balance sheets, income statements, cash flow statements, and budgets for clients.
  • Advised clients on how best to diversify their investments while minimizing risks associated with them.
  • Monitored stock markets daily for changes that presented opportunities for portfolio recommendations.
  • Coordinated with internal departments such as underwriting, operations, legal affairs, when needed.

Consultant

Desicrew
Mountain View, CA
06.2023 - 01.2024
  • Participated in cross-functional teams responsible for developing Google Pixel's facial recognition software. Leveraged SQL queries to extract, transform, and load data into databases.
  • Leveraged SQL queries to extract, transform, and load data into databases.
  • Accurately collected biometric data from 50 to 75 individuals daily to be stored in the database.
  • Demonstrated leadership by making improvements to work processes that increased the input of biometric data by 15%.

Education

Bachelor of Arts - Political Science

University of Oregon
Eugene, OR
03-2023

Skills

  • Equity research
  • Financial analysis
  • Portfolio construction & optimization
  • Data analytics tools (Excel, SQL)
  • Quantitative analysis
  • Attention to detail
  • Due diligence
  • Reporting skills

Certification

  • Securities Industry Exam

Accomplishments

  • 2025 Employee of the quarter (Q1)

Timeline

Trading Coordinator

Summit Financial Group
06.2024 - Current

Financial Representative

Northwestern Mutual
01.2024 - 05.2024

Consultant

Desicrew
06.2023 - 01.2024

Bachelor of Arts - Political Science

University of Oregon

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Pranay Mohan