Experience

Lido Advisors, LLC

• United States
• Investment Management
• 100 - 200 Employee

• Vice President, Investments and Analytics

  • Jan 2023 - Present

• Investment Analyst

  • Oct 2018 - Present

• Operations Associate

  • Jun 2017 - Jan 2019



Academy of Beauty

• Analyst / Administrative

  • 2007 - Present

  Culver City • Systematized the information of students to create company’s Student Annual Report • Managed the company’s financial statements of over $90,000 • Researched marketing paths to increase enrollment resulting of a 30 percent increase



California State University, Long Beach

• United States
• Higher Education
• 700 & Above Employee

• Student Portfolio Manager

  • Jun 2016 - Jun 2017

  Long Beach, CA • SMIF is an honors-level program, open for students in Finance by invitation of the College of Business Administration, Department of Finance at CSULB. • As Portfolio Manager, I was responsible for managing three investment portfolios equivalent to a $250,000 worth of real assets. • Our team is constantly researching, analyzing and presenting different types of strategies to decrease the risk of our portfolio with the goal of performing better than the benchmark. • Presented in the… Show more • SMIF is an honors-level program, open for students in Finance by invitation of the College of Business Administration, Department of Finance at CSULB. • As Portfolio Manager, I was responsible for managing three investment portfolios equivalent to a $250,000 worth of real assets. • Our team is constantly researching, analyzing and presenting different types of strategies to decrease the risk of our portfolio with the goal of performing better than the benchmark. • Presented in the Request for Proposal competition, funded by the Chartered Financial Analyst Society of Orange County and acquired a $25,000 portfolio • Analyzed a publicly traded company for the Equity Research Challenge by the CFA Foundation Show less



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2015 - Aug 2015

  Manhattan Beach • LPL Financial is an investment firm were financial advisors help customers set up an investment portfolio after retirement. • Conducted 54 calls per hour to acquire new customers • Contacted prospective customers while data mining