Case Studies

Interest

Baseball, Football, Basketball, Guitar, Hiking, Cooking, Reading

Objective

To acquire an investment profession which will utilize and enhance my skills in research, analysis, and ethics.

Skills

Skills

Real Estate Salesperson

Bloomberg Terminal

Microsoft Excel

Microsoft Office Specialist Certified Proficient in Financial Modeling, Analytical Regression, and Data Analysis Skilled in creating easily understood charts and graphs Able to learn new skills quickly within software

Work History

Work History
Sep 2013 - May 2014

Finance/Marketing Intern

Heritage Capital Advisors, Inc.
  • Created Pro Forma financial statements to aid managerial investment decisions
  • Researched commercial properties added to the market and located new investors
  • Managed Salesforce database of potential investors and current clientele
  • Created reports with client-specific parameters to aid with comparable market analysis
Aug 2013 - Nov 2013

Investment Management Intern

Zolio Inc.

  •  Managed a portfolio with $60,000 invested in securities
  •  Analyzed portfolio performance and discussed findings with management
  •  Increased yields on investments on average from 3%-8%
  •  Used fundamental and technical analysis to valuate corporations
  •  Constructed and implemented a personal trading strategy

Education

Education

References

References

Rocco Cortese

Jeff Francis

Jose Alvarez