Samuel Montoya
New York,NY
Summary
Detail-oriented professional with excellent communication, interpersonal, and creative thinking skills. I have a strong passion for Financial Markets and Macro. I'm a graduate student at Baruch College, looking for opportunities in Investment/Asset Management/Real Estate. I enjoy traveling, working out, spending time with family, my dog and friends.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Multi Strat Trader
Self Employed
West Hartford, CT
05.2020 - Current
- Executed on US Equities, Futures, Options, Rates, and Bonds through a deep understanding of supply & demand dynamics, tape reading, and Global Macro knowledge.
FinTech & Marketing
WMGNA LLC
Farmington, CT
05.2023 - Current
- Assisted in populating and checking Client Quarterly Progress reports/ Working with team members to facilitate timely material delivered to clients
- Researched potential clients and strategic partners
- Assisted with creation of social media content and development of public relations campaigns
- Experienced in Red Tail CRM and E-Money.
Student Managed Investment Fund Intern
Sacred Heart University SMIF
Fairfield, CT
06.2021 - 08.2021
- Industry research using Cap IQ, Bloomberg, and other resources.
- Researched two firms in the industry.
- Put together 3 page document summarizing key stats and trends.
- Presented key findings to director and mentors.
Technology & Energy Sector Analyst
Sacred Heart University
Fairfield, CT
02.2021 - 05.2021
- Researched and analyzed firms in the Technology sector
- Made recommendations for Increasing, reducing, or closing positions at end of semester presentations
- Co-led a group of 4 Energy Sector Analyst Feb 2021- May 2021.
Education
Bachelor of Science - Finance
Sacred Heart University
Fairfield, CT05.2023
Master of Science - Financial Risk Management
Baruch College of The City University of New York
New York, NYSkills
- Attention to detail
- Multi-tasking
- Technical Analysis
- Quantitative Analysis
- Economic data interpretation
- Calculating Risk
- Spanish Fluency
Certification
- Bloomberg Market Concepts, KAS8ZMfVR8cLBSgGwnHAqA7
- Microsoft Excel, 992289765
Timeline
FinTech & Marketing
WMGNA LLC
05.2023 - Current
Student Managed Investment Fund Intern
Sacred Heart University SMIF
06.2021 - 08.2021
Technology & Energy Sector Analyst
Sacred Heart University
02.2021 - 05.2021
Multi Strat Trader
Self Employed
05.2020 - Current
Bachelor of Science - Finance
Sacred Heart University
Master of Science - Financial Risk Management
Baruch College of The City University of New York
Similar Profiles
Maureen Cowan-MageeMaureen Cowan-Magee
Graphic Designer/Illustrator at Self EmployedGraphic Designer/Illustrator at Self Employed
Richa JadwaniRicha Jadwani
Financial Market Trader at Self EmployedFinancial Market Trader at Self Employed
Uriel AcostaUriel Acosta
Clothes Seller at Self EmployedClothes Seller at Self Employed
DONNA MITCHELLDONNA MITCHELL
Support Worker at Self EmployedSupport Worker at Self Employed
Norman Trotter IVNorman Trotter IV
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)