Cfa Level 1 Candidate
Self-Employed
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Thomas R. Email & Phone Number
CFA Level 1 Candidate
at
Self-employed
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
CFA Level 1 Candidate
Location
San Francisco Bay Area, United States, United States
Who is Thomas R.? Overview
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Quick answer
Thomas R. is listed as CFA Level 1 Candidate at Self-employed, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Thomas R..
Thomas R. previously worked as Equity Research Analyst at Lion Investing Society and Advisory Board Member at Lion Investing Society. Thomas R. holds Bachelor Of Business Administration - Bba, Finance, General from Loyola Marymount University.
Company email context
Email format at Self-employed
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Self-employed
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Profile bio
About Thomas R.
Experienced in financial modeling, market research and reporting, and leadership.7+ years of experience in coaching tennis.Studying finance at Loyola Marymount University.Passionate about helping others as I believe it is the best way to develop personally and professionally, delivering value to an organization and community while gaining insight into the unique perspectives of my peers and mentors. I eagerly welcome opportunities to grow!
Current workplace
Thomas R.'s current company
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11 roles
Thomas R. work experience
A career timeline built from the work history available for this profile.
Equity Research Analyst
Current
Aug 2021 - Present
Advisory Board Member
Current
Aug 2022 - Present
Co President
Current
Feb 2022 - Present
Chief Financial Officer
Apr 2021 - Feb 2022
Finance Student
Current
Dec 2020 - Present
Research Intern
- Conducted technology sector analysis and presented industry market research to partners on weekly basis- Evaluated a start-up for investment and presented investment memo report to partners- Identified prospective start-ups and engaged in deal-flow sourcing
Jun 2021 - Sep 2021
Tennis Instructor
- Designed and executed lessons plans for a class size of four to twelve students of all ages, from toddlers to seniors- Provided expertise for new hires during company’s introduction of new Campbell Community Center youth program
May 2020 - Jun 2021
Business Administration Student
Aug 2018 - Dec 2020
Administrative Assistant
- Collaborated closely with management on day-to-day operations along with longer-term projects.- Assisted the accounting team in day-to-day operations, learned Quickbooks basics in the process- Assisted in the planning and organization of the red carpet season 3 premiere party of “This is LA”
Jan 2019 - Apr 2019
Marketing Intern
- Collaborated with Social Media team on public relation publications using Quip program resulting in accurate and compelling celebrity articles for publishing online and via a weekly newsletter- Provided support in creating marketing collateral via social media, publicizing effectiveness of celebrity influencing to increase awareness and usage- Developed.
Jun 2018 - Aug 2018
3 education records
Thomas R. education
Bachelor Of Business Administration - Bba, Finance, General
Bachelor Of Arts - Ba, Business
Education record
Mountain View High School
FAQ
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Quick answers generated from the profile data available on this page.
What company does Thomas R. work for?
Thomas R. works for Self-employed.
What is Thomas R.'s role at Self-employed?
Thomas R. is listed as CFA Level 1 Candidate at Self-employed.
Where is Thomas R. based?
Thomas R. is based in San Francisco Bay Area, United States, United States while working with Self-employed.
What companies has Thomas R. worked for?
Thomas R. has worked for Self-Employed, Lion Investing Society, Lmu International Business Society, Loyola Marymount University, and Motus Ventures.
How can I contact Thomas R.?
You can use AeroLeads to view verified contact signals for Thomas R. at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Thomas R. attend?
Thomas R. holds Bachelor Of Business Administration - Bba, Finance, General from Loyola Marymount University.
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