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Case Studies


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


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


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 experience

Sep 2013May 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 2013Nov 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



Rocco Cortese

Jeff Francis

Jose Alvarez