Experience

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  Southwestern university's financial analyst program

  Apr 2023 - now

  Secretary

  Southwestern University's Financial Analyst Program Fund is actively managed by Student Portfolio Managers (the “Analysts”) under the guidance and advice of the faculty in the Department of Economics and Business. The Fund provides an opportunity for a small group of outstanding students to work closely with the faculty and other investment professionals to develop their skills. The program provides students with a real-world experience in the construction and on-going management of an investment portfolio.I keep the Minutes for each FAP Meeting and distribute them by email to members by the day after the meetings. I am responsible for any written communications to the SU faculty, staff, and the public. I monitor regularly and report any important investment information by email/meeting found in the investment newsletter. Show less

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  Anchor bar atx

  Jun 2023 - Jun 2024

  Food server
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  Charles schwab

  Jun 2024 - now

  Financial services representative