Short sprinter for Occidental College.

• We provide pro bono management consulting services to businesses and nonprofit organizations in the Los Angeles area and nationally. • Appointed social media marketing team leader to promote sales for a local business and increase their social media platform.• Work closely and cooperatively with clients to develop innovative and long-lasting solutions.

Portfolio Research and Analysis-Researched and generated comprehensive report write-ups for One Capital's investment portfolio, enhancing the decision-making process.-Developed a capital forecast for a client's financial plan, presenting detailed findings and actionable recommendations to the firm's President.-Created and delivered PowerPoint presentations for weekly investment committees, effectively communicating key investment strategies and performance metrics.Portfolio Management-Composed detailed Talking Points Memos for specific publicly traded companies and ETFs, leveraging financial data from the Bloomberg Terminal.-Utilized the Bloomberg Terminal and Query Language to perform in-depth analytics on potential client bond portfolios, providing data-driven insights for investment decisions.Wealth Analysis-Prepared comprehensive wealth plans using OCM's proprietary Excel template, incorporating factors such as cash flow, tax brackets, retirement accounts, and real estate.-Presented thorough wealth forecasts, cash flow analyses, and tailored recommendations to company executives, supporting strategic wealth management initiatives.