Christopher Soto

Christopher Soto Email and Phone Number

VP of Marketing, VP of Membership @ The Banking and Investment Association SJSU
San Jose, CA, US
Christopher Soto's Location
San Jose, California, United States, United States
About Christopher Soto

Hello, my name is Chris Soto! I am an ambitious Honors Finance student with over four years of management and business operations experience specializing in corporate valuations, project management, and leadership. With a strong foundation in financial modeling and a passion for solving analytically challenging business problems, I am actively seeking a Financial Analyst internship to apply my skills in a dynamic environment.My background in retail management has honed my leadership and operational skills, ensuring a results-oriented approach to challenges. My most recent experiences show that I'm always willing to learn new skills and add value to any team I work for. I'm ready to contribute my analytical expertise and collaboration skills to a financial team. Feel free to reach out and connect with me on LinkedIn! I'd love to talk about opportunities in the broad area of finance.

Christopher Soto's Current Company Details
The Banking and Investment Association SJSU

The Banking And Investment Association Sjsu

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VP of Marketing, VP of Membership
San Jose, CA, US
Christopher Soto Work Experience Details
  • The Banking And Investment Association Sjsu
    Vp Of Marketing, Vp Of Membership
    The Banking And Investment Association Sjsu
    San Jose, Ca, Us
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  • Forest Systems (Formerly - Financial Navigator) Student Managed Investment Fund (Sjsu Spartan Fund)
    Junior Investments Analyst
    Forest Systems (Formerly - Financial Navigator) Student Managed Investment Fund (Sjsu Spartan Fund) Aug 2024 - Present
    San Jose, California, United States
    Researched and identified equity securities for the healthcare sector of a $120k fund by performing security analysis, mean-variance analysis, weak-form efficient fundamental criteria, and tracking portfolio performance to an S&P 500 benchmark Pitched buy, hold, or sell recommendations to fund Board of Directors and over 20+ student analysts justifying our theses and risks with intrinsic valuation models (DDM, DCF, FCFE), industry and competitor comparable ratios (DuPont, EPS, P/E) Authored monthly healthcare industry updates to share emerging industry-specific and company-specific news, update subscribers on recent movements in portfolio holdings, and forecast projected outlook for the healthcare sector to keep investors informed
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  • Bpm Llp
    Research Analyst Intern
    Bpm Llp Aug 2024 - Present
    San Jose, California, United States
    Performed extensive research for BPM’s Assurance department completing both qualitative and quantitative analysis for 6 M&A transactions in the Bay Area to identify key factors and trends driving M&A growth Analyzed company 10-K & 10-Q filings to interpret business combination disclosures, understand the impact of M&A activities on the acquiring firm’s financial performance, and to assess future business strategy and methods for funding acquisitions Presented relevant disclosure examples to BPM’s auditors to enhance strategic and advisory services for their private clients
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  • A'S Garage
    Bookkeeper
    A'S Garage Mar 2023 - Dec 2023
    Oceano, California, United States
    Created automotive merchandise inventory tracking system with auto-reorder capabilities to organize transaction and inventory data leading to shorter turnaround times for automotive service and an increase in monthly billable labor hours Prepared weekly invoice statements and monthly financial reports, tracked credit account activity to ensure timely collection of account receivables, minimizing liquidity risk, and actively sought discounts for early repayment of accounts payable Exported QuickBooks data into Excel to create trend charts and visualize income and expense items as a percent of sales to suggest inventory expense and process improvement recommendations based on financial data and earnings reports
  • Toyota San Luis Obispo
    Diagnostic Technician
    Toyota San Luis Obispo Feb 2022 - Feb 2023
    San Luis Obispo, California, United States
    Demonstrated analytical skill and attention to detail while inspecting vehicles for defects performing automotive reconditioning for over 200+ vehicles Communicated necessary repairs with sales and service managers, customers, and salespeople achieving a high “fix rate,” limited vehicle returns/"come-backs," and maintained high customer satisfaction and positive working relationships with stakeholdersCompleted additional training and certifications (Toyota Certified/Expert & ASE Master Tech) to perform increasingly complex diagnosis and repair of customer vehicles and trade-ins requiring reconditioning
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  • O'Reilly Auto Parts
    Retail Sales Manager
    O'Reilly Auto Parts Jan 2016 - Dec 2020
    San Luis Obispo, California, United States
    Trained and supervised 10+ employees on Point-of-Sale systems and inventory management procedures while achieving monthly sales promotion goals, positive customer and commercial sales satisfaction, and experiencing low employee turnover Proposed and implemented alternative store layout leading to a reduction of retail theft and maintenance of operational efficiency Conducted bi-weekly audits of inventory to ensure accuracy and optimized stock levels resulting in higher inventory turnover

Christopher Soto Education Details

Frequently Asked Questions about Christopher Soto

What company does Christopher Soto work for?

Christopher Soto works for The Banking And Investment Association Sjsu

What is Christopher Soto's role at the current company?

Christopher Soto's current role is VP of Marketing, VP of Membership.

What schools did Christopher Soto attend?

Christopher Soto attended San Jose State University, Cuesta College, Cuesta College.

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