
Timeline
About me
Honors Finance Major at Long Island University
Education

Long island university
2022 - 2025Bachelor's degree finance, general
Experience

Econ wealth management
Sept 2021 - May 2022InternAssisted in all departments including Compliance & Marketing, Asset Management, and Client RelationsImplemented derivative trading for clientsPrepared and presented research on derivative trading strategiesLearned technical analysis of equities, portfolio management, and general business operations

Liu - student investment fund
Sept 2022 - nowFinancial analystPerformed Top Down and Bottom Up analysis on equities spanning multiple sectorsDeveloped technical analysis skillsResearched and presented findings on aforementioned equities, all of which were voted into the fund

Trepp, inc.
May 2023 - May 2024Client services internLeverage quantitative Salesforce and Mixpanel analytics and data to produce statistical reports, equipping account managers with actionableinsights, leading to enhanced client account management and increased customer satisfaction

Wells fargo
May 2024 - nowSummer analyst
Licenses & Certifications
- View certificate

Introduction to banking
Corporate finance instituteNov 2023 - View certificate

Asset classes and financial markets
Corporate finance instituteApr 2023 - View certificate

Behavioral finance
Corporate finance instituteApr 2023 - View certificate

Derivatives fundamentals
Corporate finance instituteApr 2023 - View certificate

Economics for financial advisors
Corporate finance instituteApr 2023 - View certificate

Effective communication for client facing advisors
Corporate finance instituteApr 2023 - View certificate

Equity markets fundamentals
Corporate finance instituteApr 2023 - View certificate

Financial planning & wealth management (fpwm)™
Corporate finance instituteApr 2023 - View certificate

Financial planning principles
Corporate finance instituteApr 2023 - View certificate

Fixed income fundamentals
Corporate finance instituteApr 2023 - View certificate

Portfolio management for retail clients
Corporate finance instituteApr 2023 - View certificate

Risk management and insurance planning
Corporate finance instituteApr 2023 - View certificate

Understanding options
Corporate finance instituteApr 2023 - View certificate

Professional ethics
Corporate finance instituteMar 2023 - View certificate

Bloomberg market concepts
BloombergNov 2022 - View certificate

Microsoft office specialist excel 2016
MicrosoftJun 2021
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