Experience

Point Mortgage Corporation

• Banking
• 1 - 100 Employee

• Post Purchase Specialist

  • Sep 2020 - Present



Banc of California

• United States
• Banking
• 700 & Above Employee

• Funding Analyst

  • Oct 2018 - Aug 2020



CPP Student Managed Investment Fund

• United States
• Investment Management
• 1 - 100 Employee

• Fixed Income Analyst

  • Mar 2018 - Jan 2019

  Comprehensive research and analysis on economic forecasts, securities, and asset allocation. Determine an effective investment strategy for a $200,000 worth portfolio based on relative and intrinsic valuation. Comprehensive research and analysis on economic forecasts, securities, and asset allocation. Determine an effective investment strategy for a $200,000 worth portfolio based on relative and intrinsic valuation.



Beta Alpha Psi-Iota Chi Chapter

• United States
• Accounting
• 1 - 100 Employee

• Director of Corporate Relations, Finance

  • May 2017 - Jul 2018

  • Take innovative approaches to plan and implement strategies that lead to increased corporate engagement and support for Beta Alpha Psi and Cal Poly Pomona. • Maximize existing relationships with corporate partners. • Take innovative approaches to plan and implement strategies that lead to increased corporate engagement and support for Beta Alpha Psi and Cal Poly Pomona. • Maximize existing relationships with corporate partners.



Chaffey College

• United States
• Higher Education
• 700 & Above Employee

• Math & Spanish Tutor

  • Aug 2015 - Jul 2018

  • Guide college students through direct learning activities. • Enforce math techniques; from Pre-Algebra to Calculus 1. • Lead study groups and contribute to the overall success of the students learning experience. • Analyze and help improve worksheets created for lower division math classes to facilitate learning. • Guide college students through direct learning activities. • Enforce math techniques; from Pre-Algebra to Calculus 1. • Lead study groups and contribute to the overall success of the students learning experience. • Analyze and help improve worksheets created for lower division math classes to facilitate learning.



Foresters Financial Services

• Financial Services
• 300 - 400 Employee

• Financial Advisor Intern

  • Jun 2017 - Aug 2017

  • Develop knowledge of financial services concepts, observe office training classes. • Learn financial planning strategies, client engagement skills, and presentation skills. • Work on a mock client project and put together recommendations and illustrations for hypothetical clients. • Develop knowledge of financial services concepts, observe office training classes. • Learn financial planning strategies, client engagement skills, and presentation skills. • Work on a mock client project and put together recommendations and illustrations for hypothetical clients.



Think Together

• United States
• Education Administration Programs
• 700 & Above Employee

• Program Leader/Substitute

  • Jun 2015 - Jan 2016

  • Supervise 20-25 students and maintain a fun but educational environment. • Create fun activities to enhance learning and implement good studying habits to young children. • Supervise 20-25 students and maintain a fun but educational environment. • Create fun activities to enhance learning and implement good studying habits to young children.