Experience

marco

• United States
• Financial Services
• 1 - 100 Employee

• Strategic Finance Manager

  • Mar 2022 - 1 year 10 months

  New York, United States

• Strategic Finance & Operations Associate

  • Jul 2021 - Mar 2022

  New York



Bel Air Investment Advisors LLC

• United States
• Investment Management
• 1 - 100 Employee

• Financial Analyst

  • May 2018 - Jul 2021

  Century City - Analyst for a $2.6BN+ book - Constructed financial models and custom portfolio presentations that tailor to complex account structures - Created risk-reward analyses, Monte Carlo simulations, and manager performance reports using Microsoft Excel and Morningstar Direct to analyze client portfolio risk exposures



County of Marin

• United States
• Government Administration
• 700 & Above Employee

• Finance and Accounting Intern

  • Aug 2017 - May 2018

  San Francisco Bay Area - Worked directly with the Assistant Director of Finance on DOF initiatives, county-wide fiscal support, and annual financial reporting requirements.



University of California, Berkeley

• United States
• Higher Education
• 700 & Above Employee

• Economics Peer Advisor

  • Aug 2017 - May 2018

  San Francisco Bay Area



Private Wealth Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Finance Intern

  • May 2017 - Aug 2017

  San Francisco Bay Area - Created an Excel model to analyze the impact of drawdowns on residual assets - Tracked economic trends in domestic and international markets to inform on investment strategy