Brian Lymberopoulos Email & Phone Number

Newport Beach, California, United States

Chapman University

- Manage a $3.1M Portfolio of Chapman University's Endowment- Pitch potential investment opportunities for the Portfolio - Analyze and report insight on U.S. Equities

- Researched high-tech startup companies and performed due diligence on them to pitch to the General Partner and Associates - Networked with Limited Partners to pitch potential investment opportunities- Assisted in drafting “LP Reports” and sequences to update the fund’s current portfolio and position

Orange, California, United States

- Responsible for all leadership, financial health, daily operations, and communication for 100+ members- Serving as a point of contact for Greek Life coordinators, Chapman Administration and international fraternity staff- Drafting annual budget for 2023 while continually updating the 2022 budget- Working with other Greek Life chapters and student-led.

Irvine

- Built investment pitches for potential clients and worked directly with the portfolio manager to move data around in excel- Worked with a Certified Financial Planner to flag scenarios in portfolios where clients had the opportunity to Tax Loss Harvest - Shadowed a Certified Financial Planner and recorded client-based meeting notes for them

Orange County, California, United States

I represented my former Professor in three sections of Business Calculus and evaluated students’ grades to confirm improvement, and instructed students who sought outside help with semiweekly sessions with usually 15-20 students present. I made sure to communicate daily with Dr. Evans to plan out sessions and to seek areas of improvement for the class.

Laguna Niguel, California, United States

- Formulated competitive analysis to aid in the development of a new hand sanitizer brand.- Collaborated with manufacturers for a new private label disinfectant spray.- Implemented direct marketing efforts to source potential clients and crafted a revenue model to determine profitability.

St. Louis City County, Missouri, United States

After graduating from St. Louis University High School, I was invited to work for their summer camp named "Upward Bound." I Instructed multiple classes for the development of their reading comprehension and literature and reviewed essays, organized and led educational activities, and facilitated discussions to improve individualized learning. I was.

St Louis, Missouri, United States

When in St. Louis, I was an appointed sales representative who solicited, presented prices, gives facility tours, and closed sales. I worked part-time to strategize with upper management on capital improvements that could help increase revenue and lower annual expenses and I also strategized and completed the marketing and social media campaigns in order.

Bachelor Of Business Administration - Bba, Business Administration And Management, Finance

High School Diploma