Experience

CPP Student Managed Investment Fund

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Aug 2022 - Present

  •Collected and analyzed economic data to forecast the conditions of the global and domestic economies. •Constructed and optimized a $500k portfolio compromised of a diversified mix of equity and fixed-income investments. •Conducted financial statement analysis, valuation modeling, and industry research to identify and analyze potential investment opportunities across the Technology Sector by using the Bloomberg Terminal •Produced comprehensive investment reports, including performance updates, investment rationale, and risk management strategies, to communicate with fund stakeholders and ensure transparency. Show less



CPP Student Managed Investment Club

• United States
• Investment Management
• 1 - 100 Employee

• Webmaster

  • Aug 2021 - Present

  •Provided weekly outreach to the College of Business regarding events & programs •Maintained and updated the club’s website to accurately state our goals, events, and ongoing efforts to promote knowledge on portfolio management & security analysis •Provided weekly outreach to the College of Business regarding events & programs •Maintained and updated the club’s website to accurately state our goals, events, and ongoing efforts to promote knowledge on portfolio management & security analysis



University Housing Services

• Pomona, California, United States

• Resident Advisor

  • Aug 2022 - May 2023

  •Implement and enforce all College and Campus Living policies, promoting academic excellence, addressing student needs, and encouraging involvement •Communicate, correspond, and collaborate with on and off-campus offices such as counseling, student activities, campus security, maintenance, etc. •Create, market, and lead student-centered hall programs to promote social, education, diversity, health, emotional, understanding, and growth •Implement and enforce all College and Campus Living policies, promoting academic excellence, addressing student needs, and encouraging involvement •Communicate, correspond, and collaborate with on and off-campus offices such as counseling, student activities, campus security, maintenance, etc. •Create, market, and lead student-centered hall programs to promote social, education, diversity, health, emotional, understanding, and growth



Associated Students Inc. at California State Polytechnic University, Pomona

• United States
• Higher Education
• 100 - 200 Employee

• Treasurer

  • Jul 2022 - May 2023

  •Chair the Finance Committee where we oversee fiscal matters pertaining to clubs & councils •Approve mid-year allocations up to $3,000 per request and make recommendations to the ASI Board of Directors •Serve on a variety of committees to help promote ASI’s well-being and enact change throughout campus •Serving as the official voice of 26,000 students campus-wide at Cal Poly Pomona and legislative body •Chair the Finance Committee where we oversee fiscal matters pertaining to clubs & councils •Approve mid-year allocations up to $3,000 per request and make recommendations to the ASI Board of Directors •Serve on a variety of committees to help promote ASI’s well-being and enact change throughout campus •Serving as the official voice of 26,000 students campus-wide at Cal Poly Pomona and legislative body



United Business Student Senate

• United States
• Education Administration Programs
• 1 - 100 Employee

• VP of Finance

  • May 2022 - May 2023

  •Allocating funding to the 20+ clubs under the College of Business and oversaw fiscal matters pertaining to them •Coordinating university-wide events to promote student engagement, community engagement, and increase job & internship employment •Allocating funding to the 20+ clubs under the College of Business and oversaw fiscal matters pertaining to them •Coordinating university-wide events to promote student engagement, community engagement, and increase job & internship employment



Project Success

• Pomona, California, United States

• Peer Mentor

  • Jul 2021 - May 2022

  •Help Project Success with their commitment to increase the retention and persistence from year one to year two for first-time freshmen men of color •Provide mentorship, guidance, and support to first-year students involved in the program as they adjust to campus by developing individual relationships, as well as building community within the program as a whole •Connect men of color to campus activities, events, and resources to help create a sense of belonging •Met regularly with mentees, including one group mentee meeting per semester and two individual meetings with each mentee per semester Show less



Cal Poly Pomona Finance Society

• United States
• Financial Services
• 1 - 100 Employee

• Treasurer

  • May 2021 - May 2022

  •Promoted leadership while encouraging participating from club members to help their career development in the financial industry •Managed the club budget, maintained financial records of incomes & expenses, ensured proper funding was allocated for guest speakers and facilitated marketing efforts •Promoted leadership while encouraging participating from club members to help their career development in the financial industry •Managed the club budget, maintained financial records of incomes & expenses, ensured proper funding was allocated for guest speakers and facilitated marketing efforts



San Diego Zoo Wildlife Alliance

• United States
• Non-profit Organizations
• 700 & Above Employee

• Cook/Warehouse Worker/Shift Lead

  • Jun 2019 - Jan 2022

  •Answered customer inquiries and resolved issues promptly, checking prepared orders for accuracy, maintained serving standards, and followed all regulations while performing duties •Operated cash register for cash and credit card transactions with high accuracy •Delivered products to numerous locations across the park to establish the successful function of the park •Coordinated and supervised the activities of a team of employees to ensure that all tasks were completed efficiently and effectively Show less