Professional Documents
Culture Documents
EDUCATION
University of Arizona, Eller College of Management Tucson, AZ
Bachelor of Science in Business Administration Expected May 2020
Major: Finance
GPA: 4.0
Honors: Proviso Summa Cum Laude, Dean’s List with Distinction, Arizona Excellence Award
Envestnet Institute on Campus Tucson, AZ
Student September 2017-November 2017
Trained in broad-based asset and wealth management with an emphasis on managed solutions
Learned the essential language of investment management as well as its ever-changing products and
technologies
Content was approved by the Money Management Institute
WORK & LEADERSHIP EXPERIENCE
What’s Up Newsletter Tucson, AZ
Co-Founder/Writer March 2018-Present
Produce a weekly financial market newsletter with a team of four people for ~5000 subscribers
Summarize and analyze what occurred in the financial market/economy during the week
Offer written opinions on financial events
University of Arizona Investment Club Tucson, AZ
Member September 2017-Present
Attend weekly meetings and discuss investment strategies
Discuss political events and how the markets are impacted
Discuss how international events have impacts on a global scale
Edward Jones Case Competition Tucson, AZ
Semi-Finalist September 2017-October 2017
Developed a portfolio for a fictitious client
Provided in-depth analysis of portfolio and security choices
Collaborated with a team of two other students
Wax Creation Calabasas, CA
Employee October 2015-August 2016
Trained 6 new employees
Negotiated extensions and payment on behalf of employer
Held responsibility of opening, operating, and closing the machine