Technical Skill: SQL, Financial modeling, learning Python and Tableau
Overview
7
7
years of professional experience
1
1
Certification
Work History
Intern
Bailey & Beatty Financial Services
05.2024 - 08.2024
Summer Finance Intern | Local Financial Planning Firm
Conducted comprehensive stock analyses, reviewed financial documents, and consolidated critical information to support investment selection processes, contributing to the firm's portfolio management strategies.
Developed strong analytical skills and attention to detail while performing in-depth financial research, enhancing the team's ability to make data-driven investment decisions.
Effectively communicated complex financial concepts and research findings to senior staff members, improving the efficiency of information flow within the organization.
Verious
Housaku Asian Fusion Restaurant
01.2018 - Current
Family-Owned Restaurant | Various Positions
Demonstrated exceptional work ethic and dedication by maintaining a rigorous work schedule since age 12, balancing academic commitments with restaurant responsibilities.
Progressed through various roles, gaining comprehensive knowledge of restaurant operations, customer service, and business management.
Worked full-time during summers and weekends while pursuing higher education, showcasing strong time management and multitasking abilities.
Contributed to the family business's success by consistently fulfilling diverse responsibilities, from food preparation and service to cash handling and cleaning.
Developed key transferable skills including teamwork, communication, problem-solving, and adaptability in a fast-paced, customer-focused environment.
Volunteer
Danbury Grassroots Academy
09.2021 - 06.2022
Volunteer Tutor | Nonprofit Organization, Danbury
Provided one-on-one and small group tutoring to inner-city students aged 8-18, supporting their academic growth and fostering a positive learning environment.
Assisted students with homework completion, enhancing their understanding of various subjects and improving their academic performance.
Conducted engaging reading sessions, promoting literacy skills and encouraging a love for reading among young learners.
Facilitated hands-on STEM projects, sparking interest in science and technology while developing students' problem-solving and critical thinking abilities.
Education
Bachelor of Science - Finance
University of Connecticut
Storrs, CT
High School Diploma -
Brookfield High School
Brookfield, CT
06.2022
Skills
Customer Service
Problem-Solving
Office 365 proficiency
Financial Analysis
Investment Research
Attention to Detail
Financial Planning
Expense Tracking
Certification
Bloomberg Finance Fundamentals Certification
Bloomberg Environmental Social Governance Certification
Timeline
Intern
Bailey & Beatty Financial Services
05.2024 - 08.2024
Volunteer
Danbury Grassroots Academy
09.2021 - 06.2022
Verious
Housaku Asian Fusion Restaurant
01.2018 - Current
Bachelor of Science - Finance
University of Connecticut
High School Diploma -
Brookfield High School
Bloomberg Finance Fundamentals Certification
Bloomberg Environmental Social Governance Certification