Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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Xavier Ayala-Vermont

Cambridge,MA

Summary

Driven analyst with a strong foundation in entrepreneurship and analytical skills. Proven ability to adapt and solve complex problems, contributing to impactful projects in finance and business management.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Student Mentor

Curious Cardinals
Boston, MA
03.2025 - Current

Incoming Private Bank Summer Analyst

JP Morgan Private Bank Internship
Boston, MA
04.2025 - Current

Analyst Intern

Commonwealth Financial Network
Boston, MA
03.2025 - 08.2025

Portfolio Management Analyst

Lowry Financial Advisors
Gainesville, FL
05.2024 - 09.2024

Founder

Race to Hear Inc.
Gainesville, FL
04.2022 - Current

Education

Bachelor of Science - Mechanical Engineering And Economics

Harvard University
Cambridge, Massachusetts, MA
05-2027

Skills

  • Microsoft Excel
  • Critical thinking
  • Team collaboration and leadership
  • Microsoft office
  • Multiple priorities management

Certification

  • Entrepreneurship and Small Business, Intuit - May 2022
  • Quickbooks Certification, Intuit - December 2022
  • Microsoft Office Specialist: Microsoft Access Expert (Access and Access 2019), Microsoft - December 2020
  • Microsoft Office Specialist: Microsoft Word Expert (Word and Word 2019), Microsoft - January 2021

Interests

  • Sailing
  • Dance
  • Golf
  • Motorsport

Timeline

Incoming Private Bank Summer Analyst

JP Morgan Private Bank Internship
04.2025 - Current

Student Mentor

Curious Cardinals
03.2025 - Current

Analyst Intern

Commonwealth Financial Network
03.2025 - 08.2025

Portfolio Management Analyst

Lowry Financial Advisors
05.2024 - 09.2024

Founder

Race to Hear Inc.
04.2022 - Current

Bachelor of Science - Mechanical Engineering And Economics

Harvard University
Xavier Ayala-Vermont