Sergio Duenas, Cfa Email & Phone Number

Los Angeles, Ca, Us

Culver City

• Systematized the information of students to create company’s Student Annual Report• Managed the company’s financial statements of over $90,000• Researched marketing paths to increase enrollment resulting of a 30 percent increase

Long Beach, Ca

• SMIF is an honors-level program, open for students in Finance by invitation of the College of Business Administration, Department of Finance at CSULB.• As Portfolio Manager, I was responsible for managing three investment portfolios equivalent to a $250,000 worth of real assets.• Our team is constantly researching, analyzing and presenting different types of strategies to decrease the risk of our portfolio with the goal of performing better than the benchmark.• Presented in the Request for Proposal competition, funded by the Chartered Financial Analyst Society of Orange County and acquired a $25,000 portfolio• Analyzed a publicly traded company for the Equity Research Challenge by the CFA Foundation

Manhattan Beach

• LPL Financial is an investment firm were financial advisors help customers set up an investment portfolio after retirement.• Conducted 54 calls per hour to acquire new customers• Contacted prospective customers while data mining

Education record

Bachelor Of Business Administration (Bba), Finance, Gpa 3.3

Activities and Societies: Financial Management Association