Objective: A position that gives practical experience in analyzing financial
statements and documents to make sound investment decisions for a company.
Education: Santa Clara University, Class of 2019
Finance Major and Entrepreneurship Minor in Undergraduate Business Program GPA: 3.6
Experience: Intern at Caldera Wealth Management
(Summer 2016) Assisted in website design and website maintenance, as well as, basic office tasks (copying, filing, editing spreadsheets and data) Worked with head manager to learn about investing strategies.
Document Manager for Santa Clara University Business Services
(Fall 2016 Fall 2018) Organized and scanned paperwork that needed to be entered into digital system, as well as, assisted other office tasks. Intern at Nevada Governors Office of Economic Development (Summer 2017) Analyzed financial documents of companies to determine economic viability and possible impact on the Nevada economy. Created models to help show differences in competitive states.
Activities: Eagle Scout
Organized and lead a project that collected 700+ household goods (Shampoo, Soap, Cleaning Supplies, etc.) for government refugees through Catholic Charities of Las Vegas. Study Abroad Program in Sydney, Australia (Spring 2018) Intramural Soccer, Softball, Flag Football Captain Skills: Provenleader Proven Deep experience leader, ability to work independently, good organizational with Excel, Word and multi-tasking skills, Ability to work independently previously studied and other MicrosoftMandarin, Spanish and Office Programs deep experience with Excel, Strong organizational skills and Word, and other Microsoft Office Knowledge of income and cash flow Programs, knowledge multi-tasking abilities of financial statements, suchbalance statements, as income sheets, 10-K/Q statements,ofbalance Knowledge sheets, Spanish and cash flowstatements, Mandarin Experience10-K, 10-Q with portfolio management and stock analysis