Experience

Alpha Capital Management (ACM)
• United States
• Investment Management
• 1 - 100 Employee
• Investment Management Intern

  • Jun 2023 - Present


TalentUp.io

• Spain
• Business Intelligence Platforms
• 1 - 100 Employee

• Research Analyst

  • Jun 2021 - Aug 2021

  • Developed new insights to include on client reporting packages • Compiled and interpreted public research and data for internal use • Developed new insights to include on client reporting packages • Compiled and interpreted public research and data for internal use



Cypress Point Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning Intern

  • Jul 2020 - Aug 2020

  • Modeled client investment performance and financial independence using Excel and MoneyGuidePro • Created reporting packages for client presentation catering to financial communication and relationships • Streamlined mutual fund performance reporting workflow from four hours to one minute • Modeled client investment performance and financial independence using Excel and MoneyGuidePro • Created reporting packages for client presentation catering to financial communication and relationships • Streamlined mutual fund performance reporting workflow from four hours to one minute



argodesign

• United States
• Design Services
• 1 - 100 Employee

• Contract Specialist

  • Sep 2019 - Mar 2020

  • Created a database to organize and universalize company legal information • Analyzed contract content for business optimization and accessibility • Created a database to organize and universalize company legal information • Analyzed contract content for business optimization and accessibility



Quest Software

• United States
• 1 - 100 Employee

• Financial Planning Analyst

  • May 2019 - Jun 2019

  • Analyzed Excel cash flow data to assess historical forecast accuracy of Treasury Department • Prepared comprehensive reports of competitors’ conversion cycles and statistics using Bloomberg • Studied the overarching structure and hierarchy of the company, locally and internationally • Analyzed Excel cash flow data to assess historical forecast accuracy of Treasury Department • Prepared comprehensive reports of competitors’ conversion cycles and statistics using Bloomberg • Studied the overarching structure and hierarchy of the company, locally and internationally