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EDUCATIONUC Target City, CAMajor: Economics | Minor: International Relations, EntrepreneurshipJune 2017 GPA: 3.64 / 4.0 Relevant Coursework: Micro / Macro Economics, Principles of Accounting, Entrepreneurship Starting and Managing New Business Ventures, Statistics for Economists
High SchoolCity, CAHonors GraduateJune 2013 ACT: 35 (English: 34, Math: 36, Reading: 36, Science: 35) National AP Scholar: Calculus BC: 5
PROFESSIONAL EXPERIENCE US Bank City, CAU.S. Banks Asset Management Group provides high net worth clients with risk management, due diligence and investment communication regarding asset allocation, investment policy and trust and fiduciary responsibilities.Investment Strategist InternSummer 2015 Present Responsibilities include performing attribution analysis to portfolios of over 50 mutual and hedge funds and building model portfolios
EXO U City, CAEXO U creates a classroom-focused learner-centric operating system that runs across multiple devices, is compatible with most OS's, and delivers both online and offline access to students in and beyond the classroom.Business Development InternSpring 2015 Present Lead 7 EXO U summer pilot programs representing $1,500 dollars in potential revenue after collaborating with educators and over 200 students across Los Angeles, the Bay Area, and Minnesota Collaborate with engineering, sales, and business development teams which increased teaching efficiency by 36% by adding intuitive navigation, simplifying the user interface, and focusing on core functions to version 3 and 4 of the solution based upon feedback from 153 user testers Perform SWOT analysis of 13 competitors in the education space and recommended partnerships with Learning Management System companies that could be integrated into the EXO U solution
Tennis ServiceCity, CA Tennis Services include stringing tennis racquets, selling strings, and teaching children aged 5-12.Founder2009 2013 Founded tennis stringing business tennis and grew business from inception to 50 customers over four years Averaged $5k in annual revenue over four years with a gross profit margin of 70%
LEADERSHIP EXPERIENCEFraternity City, CAFounding Treasurer Winter 2013 Present Managed and allocate a $40k annual chapter budget among social events, television subscriptions, food, drinks, and apparel Generated $3k in capital gains through investing excess chapter funds in short term marketable securities, representing a 6% annual return
Investment ClubCity, CACommittee Member Winter 2013 Present Organized and lead weekly discussions about financial institutions, investment strategies, and current events within global capital markets Performed due diligence regarding current financial markets through case studies and discussions with other society members\DebateCity, CATeam Captain2011 - 2013 Led research production of an 18 person team by coordinating tasks among groups of 5 to 10 debaters and organizing over 50 evidence files that ranged from 50 to 200 pages. Ranked as a top twenty five debate partnership and winner of 2012 _____ debate tournament and runner up at 2012 ____ debate tournament
ADDITIONALSkills: FactSet, Mandarin Chinese (Fluent)Organizations: Autism Speaks, Business Society, Investment Society Interests: Tennis, Hockey, Fitness. Start-up and early stage technologies