• Actively managed $800K of the university’s endowment with the goal of outperforming the S&P 500 • Leveraged FactSet for in-depth analyses of critical metrics across a diverse portfolio of 400 dividend-achieving stocks• Generated analyst reports for stock selection using DDM, DCF, and other valuation models • Tracked macroeconomic trends and market drivers for discussions on their potential impact

• Utilized online applications such as Excel, Word, Pledge, Pledgeit, and Instil for bookkeeping budgeting, and fundraising• Forecasted incoming funds and outgoing expenses to maximize financial efficiency• Managed inbound calls, provided information on donation processes, responded to donor inquiries, and strengthened donor relationships through outreach via calls and emails• Designed graphics and merchandise for fundraising events using Canva and Printful• Documented Board of Directors meeting minutes and participated in team meetings

• Updated and maintained accounts for the largest budgeted club on the Cal Poly campus• Advised individual project managers on financial decisions• Assisted the transfer of funds between accounts• Communicated with administrators to ensure financial transactions occur smoothly

• Utilized The Bloomberg Terminal for fundamental and technical analysis • Created and summarized analyses of securities for senior employees• Observed and engaged in client-facing operations and interactions • Live traded with wealth managers while preparing deal tickets• Assisted routine administrative tasks, such as managing client databases, maintaining client files, and assisting with regulatory compliance