Summary
Overview
Work History
Education
Skills
Timeline
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Shaan Mater

North Andover

Summary

Highly motivated 3rd-year Finance major at Springfield College with a strong foundation in financial principles and mathematics. Selected as one of 40 out of 300 applicants for a prestigious leadership training conference at Springfield College, showcasing exceptional leadership and problem-solving skills. Dedicated to applying analytical thinking and finance expertise in both academic and professional settings.

Overview

4
4
years of professional experience

Work History

Portfolio Manager

Friends And Family Members
12.2022 - Current
  • Independently managed stock portfolios for family and roommates, achieving an average annual return of 53%.
  • Conducted in-depth market analysis, tracking earnings reports, news events, and inflow/outflow trends to improve pattern recognition and investment strategy.
  • Utilized historical performance data to identify investment opportunities and optimize portfolio performance.
  • Collaborated with peers across various disciplines to develop innovative investment strategies and drive portfolio growth.

Sales intern

Morph Management
05.2024 - 08.2024
  • Conducted market research and competitor analysis, providing valuable insights to inform sales strategies and identify new business opportunities.
  • Developed and implemented a new approach to social media marketing, resulting in improved brand visibility and engagement with target audience.
  • Maintained accurate sales records and client databases, ensuring up-to-date information for effective follow ups and relationship management.

Tutor

Central Catholic High School
10.2020 - 05.2022
  • Provided personalized tutoring in math and finance, focusing on building fundamental skills and real-world problem-solving abilities
  • Created a supportive learning environment, encouraging students to overcome academic challenges
  • Introduced innovative teaching methods, incorporating technology and interactive tools
  • Enhanced student comprehension of complex topics

Education

Bachelors - Finance

Springfield College
Springfield, Mass
02.2025

Skills

  • Market Analysis
  • Data Management
  • Financial Analysis
  • Data Visualization
  • Project Management
  • Strategic Planning
  • Budgeting
  • Financial Reporting
  • Team Collaboration
  • Excel
  • Portfolio Managment

Timeline

Sales intern

Morph Management
05.2024 - 08.2024

Portfolio Manager

Friends And Family Members
12.2022 - Current

Tutor

Central Catholic High School
10.2020 - 05.2022

Bachelors - Finance

Springfield College

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Shaan Mater