Aspiring Financial Advisor
Aspiring Financial Advisor
Embedded Files
Finance @ Santa Clara University
Finance @ Santa Clara University
Passionate about helping businesses and individuals grow their wealth through data-driven strategies. Currently building expertise in investment analysis, financial planning, and predictive modeling at the Leavey School of Business.
Let's connect! I'm always open to:
1. Coffee chats about market trends
2. Mentorship opportunities
3. Collaborating on finance/analytics projects
About Me!
About Me!
I am a 3rd-year Finance student at Santa Clara University, aspiring to become a Financial Advisor in the Wealth Management industry. I aim to enhance project efficiency in the financial services industry through financial modeling, data analysis, and portfolio management.
Outside of my passion for finance, I enjoy playing and teaching Golf around the Bay Area, practicing Mixed Martial Arts, and watching Football with friends (Go Niners!).
Professional Skills:
🖋 Financial Modeling
🖋 Data Analysis
🖋 Financial Reporting
🖋 Excel, PowerPoint & Word
Professional & Personal Development
Professional & Personal Development
Click the icon to learn more about me!
Professional Experience
Certifications & Licenses
Recommendations
Personal Interests
Key Milestones
Key Milestones
Tracking my milestones and achievements in the Finance Industry
Finance & Accounting Internship
Finance & Accounting Internship
2024 Summer intern at Provident Credit Union. Collaborated with 3 other Financial analysts to create financial reports that were reported to the CFO
Certifications
Certifications
Through WallStreetPrep I completed the Excel Basics (Mac) and Financial Statement Modeling courses to contribute to my interest in the finance industry
Personal Stock Portfolio
Personal Stock Portfolio
Starting in 2019, I developed a personal portfolio aimed at mastering investment strategies, successfully growing its value to over $20,000
Page updated
Google Sites
Report abuse