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Bio

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Dylan Lofaro is a seasoned business professional with experience in various industries, including finance, venture capital, and healthcare. He has worked as a Junior Financial Analyst, Chief Investment Officer, Business Development Manager, and Performance Representative, and has held leadership positions in student-managed investment funds and venture capital firms. Dylan has also worked in emergency medical services and has a background in accounting and finance. He is based in the San Francisco Bay Area.

Experience

  • Crowd Machine
    • San Jose, California, United States
    • SJSU's Gary J. Sbona Honors Program - Crowd Machine Project
      • Jan 2024 - Present
      • San Jose, California, United States

      Chosen for SJSU’s elite honors program, offering business students real-world work experience while earning academic credit.Developed a strategic go-to-market plan, helping Crowd Machine's management team restructure and relaunch its company in the aftermath of Chapter 11 bankruptcy proceedings.Conducted in-depth analysis and research on the no-code industry, identifying key trends, competitors, and market opportunitiesEngaged in meetings with Crowd Machine's key stakeholders, gaining insights into the company's challenges and objectives post-bankruptcy and contributing to strategic discussions on the company's future direction.

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Chief Investment Officer
      • Aug 2023 - Present

      Help lead research efforts to identify promising investment opportunities and analyze companies and market trends.Oversees the construction and ongoing management of the investment portfolio, making buy and sell recommendations.Provide direction and delegate tasks to other student analysts and portfolio managers within the fund.

    • Junior Financial Analyst
      • Jan 2023 - Aug 2023

    • Chief Executive Officer
      • Aug 2023 - Present

      Oversees all aspects of the fund's operations, delegating tasks and ensuring smooth collaboration between different teams. Serve as the primary point of contact for external stakeholders, building relationships with industry professionals and promoting the fund's activities.Ensures the fund operates within university regulations and adheres to ethical investment practices.

    • Junior Financial Analyst
      • Jan 2023 - Aug 2023

      - Manage donated funds using Wall Street techniques and FactSet. - Utilize fundamental analysis to provide Buy/Hold/Sell recommendations.

  • Tensor Networks
    • Sunnyvale, California, United States
    • Business Development Manager - Venture Capital
      • Sep 2023 - Feb 2024
      • Sunnyvale, California, United States

      Chosen for SJSU’s elite honors program, offering business students real-world work experience while earning academic credit.I initiated contact with numerous venture capital firms and compatible corporate development opportunities to introduce SARAHAI AutoSentry and raise an initial round of venture fundingConducting market research and competitor analysis to identify emerging trends and opportunities, contributing to Tensor's competitive edge and market positioning

  • EY
    • San Francisco Bay Area
    • FSO Audit Assurance
      • Jun 2023 - Aug 2023
      • San Francisco Bay Area

  • Callaway Golf
    • San Francisco Bay Area
    • Performance Representative
      • Oct 2021 - Jun 2023
      • San Francisco Bay Area

  • American Medical Response
    • San Diego, California, United States
    • Emergency Medical Technician
      • Dec 2015 - Aug 2017
      • San Diego, California, United States

      Respond to emergency and non-emergency requests for medical assistance and deliver high-quality care, treatment, and customer service to patients.

  • La Costa Glen Carlsbad
    • Carlsbad, California, United States
    • Lead Line Cook
      • Feb 2010 - Dec 2015
      • Carlsbad, California, United States

Education

  • 2022 - 2024
    San Jose State University
    Accounting and Finance
  • 2018 - 2022
    College of San Mateo
    Associate of Science - AS, Business Administration and Management, General
  • 2018 - 2022
    College of San Mateo
    Associate of Arts - AA, SOCIAL SCIENCES

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance”

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