
Timeline
About me
Portfolio Implementation Associate at Fisher Investments
Education

Fremont high school
2016 - 2020Activities and Societies: Varsity Tennis, Varsity Track, Varsity Cross Country, Track and Field Captain, Junior and Senior Class President, ASB member

University of oregon - charles h. lundquist college of business
2020 - 2024Bachelor's degree business administration and management, general seniorActivities and Societies: Alpha Kappa Psi & University of Oregon Investment Group
Experience

Fremont high school
Sept 2018 - Jun 2020Junior and senior class president•One of four students voted on by the entire graduating class to aid in decision-making and voice opinions for respective class•Planned and initiated events that coordinated with our class such as homecoming week, Junior and Senior Prom, and specific events that are for the class of 2020•Dedicated personal time outside of school to ensure that all events were the best the school has ever seen•Impressed the class of 2020 incredibly that they voted me class president two years in a row

Whole foods market
Jul 2021 - Sept 2021Store Cashier
Jul 2021 - Sept 2021In Store Shopper
Jul 2021 - Sept 2021

Slakey brothers
Jun 2022 - Sept 2022Business operations intern•Experienced various key areas of the company’s operations including will-call, deliveries, administration, warehouse, inside and outside sales, etc.•Participated in routine performance meetings and worked closely with management to increase efficiency and output while finding ways to minimize cost•Implemented Cross Training Board which increased employee efficiency and determination of employees through identifying and describing all Branch processes relevant to day-to-day operations to show team members who’s proficient in training one another in different aspects of the business Show less

University of oregon investment group
Oct 2022 - Jun 2024Senior Analyst
Dec 2022 - Jun 2024Junior Analyst
Oct 2022 - Dec 2022

Alpha kappa psi - university of oregon
Feb 2023 - Jun 2024Alpha Kappa Psi is a Professional Co-ed Business Fraternity founded in 1904 with the purpose of developing its members into principled business leaders. Alpha Kappa Psi has grown to be the oldest and largest business fraternity in the world! With an extensive network of alumni, members are able to land opportunities at some of the most profitable companies in the world. As one of the best professional co-ed business fraternities, we are truly preparing our brothers for a life of success. •Manage the organization's budget sheet at the beginning of each term while making educated assumptions that will affect the fraternities projected net income•In charge of fundraising at local businesses to support activities for the fraternity and assuring members pay their membership dues on time•Collaborate with the executive team each week to ensure the fraternity is being run efficiently and providing members with the best professional development experience
Finance Committee
Nov 2021 - Jun 2024Vice President of Finance
Feb 2023 - Feb 2024

Ginco inc
Jun 2023 - Aug 2023Business development and research intern•Researched and identified prospective clients across Asia, fostering valuable connections and introducing intricate blockchain solutions, leading to Zoom meetings for further collaboration•Investigated and evaluated global players in Real World Asset tokenization, analyzing market dynamics and player distinctions to guide strategic business decisions•Led business development by crafting essential research documents and collaborating with Japanese supervisor and colleagues to enhance presentations, ensuring accuracy, clarity, and a high level of professionalism in both content and language Show less

Fisher investments
Jul 2024 - nowPortfolio implementation associate•Oversee trade order generation in new client accounts and existing client accounts to align with the appropriate strategy •Produce account level trade orders to implement strategy level changes •Facilitate prompt and accurate execution of client trade requests •Support client services by serving as a point of contact for questions related to individual client portfolios •Perform operational tasks related to client portfolio management •Help design, execute, and maintain scalable workflows and systems that support the future growth of our business Show less
Licenses & Certifications

Counter balance sitdown rider forklift operator safety training
Osha safety training instituteJul 2022- View certificate

Retail food handler
StatefoodsafetyJul 2021
Honors & Awards
- Awarded to Alex WorkmanB.L.U.E. Award Fraternity President Jun 2022 Awarded for outstanding achievement in servant leadership.
- Awarded to Alex WorkmanSuperstar Award Fraternity President Mar 2022 Awarded for exhibiting the core values of Alpha Kappa Psi; Brotherhood, Knowledge, Integrity, Service, and Unity.
- Awarded to Alex WorkmanPrinciple Award Principal of Fremont High School Jun 2020 •Received highly commended award for impacting the high school remarkably while attending •Awarded to only six students each year by the Principal of the school•Given for involvement in many clubs, class president for two years, captain of sport team, and for orchestrating numerous school events
Volunteer Experience
Student Volunteer
Issued by Second Harvest of Silicon Valley on Sept 2018
Associated with Alex WorkmanSummer Camp Counselor
Issued by YMCA of Silicon Valley on Jul 2018
Associated with Alex Workman
Languages
- spSpanish
- enEnglish
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