Experience

• 

  KBS - Kellermeyer Bergensons Services, LLC

  • San Diego, California, United States

  • Financial Analyst

    • May 2022 - Present
    • San Diego, California, United States

• 

  Intensity, LLC

  • Greater San Diego Area

  • Associate

    • Apr 2019 - Jun 2022
    • Greater San Diego Area

    • Identified, collected, and synthesized hundreds of research materials on market structure, conduct of market participants, and competitive performance.• Assembled, cleaned, and processed raw economic, financial, and operational data using Microsoft Excel.• Developed several economic models relating to price erosion, lost sales, and reasonable royalties using Microsoft Excel.• Drafted expert report to be used in litigation using research materials and data relevant to the final analysis.• Collaborated with teams in the development of analytical arguments for ten patent infringement cases and one antitrust case.

• 

  UCSD Recreation

  • Weight Room Student Lead

    • Sep 2018 - Jun 2019

    • Administered interviews for new student employees as well as subsequent training• Implemented new maintenance schedule for the student staff to promote a clean, safe, and enjoyable experience for patrons• Enacted propositions to remove two long-standing rules in order to improve patron experience• Oversaw day-to-day operations to ensure patron safety and conformity• Enforced strict procedures and safety policies to maintain facility standards• Handled and resolved patron inquiries, complaints, and conflicts

  • Supervisor

    • Aug 2017 - Jun 2019

  • Weight Room Attendant

    • May 2017 - Aug 2017

• 

  Northwestern Mutual

  • La Jolla, California

  • Financial Representative Intern

    • Jun 2018 - Sep 2018
    • La Jolla, California

    • Contacted 30 or more potential clients daily and arranged meetings to inform and discuss the services offered• Compiled necessary information about clients' goals and current financial standing for a financial plan• Assembled and presented 15 personalized financial plans as well as provided recommendations best suited for the clients' current situation• Networked with clients to expand business, averaging six new clients per completed fact-finder• Initiated financial plans for four new clients, selling a total of six policies

• 

  LPL Financial

  • La Jolla, CA

  • Financial Advisor Intern

    • Sep 2017 - Nov 2017
    • La Jolla, CA

    • Contacted prospective clients over the phone to inquire about a possible meeting• Arranged five meetings from cold-call prospects to discuss services• Gathered pertinent personal, professional, and financial information from prospective clients• Analyzed and processed the given information to create two relevant financial plans