Experience

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  Academy of beauty

  Jan 2007 - now

  Analyst / administrative

  • Systematized the information of students to create company’s Student Annual Report• Managed the company’s financial statements of over $90,000• Researched marketing paths to increase enrollment resulting of a 30 percent increase

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  Lpl financial

  May 2015 - Aug 2015

  Intern

  • LPL Financial is an investment firm were financial advisors help customers set up an investment portfolio after retirement.• Conducted 54 calls per hour to acquire new customers• Contacted prospective customers while data mining

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  California state university, long beach

  Jun 2016 - Jun 2017

  Student portfolio manager

  • SMIF is an honors-level program, open for students in Finance by invitation of the College of Business Administration, Department of Finance at CSULB.• As Portfolio Manager, I was responsible for managing three investment portfolios equivalent to a $250,000 worth of real assets.• Our team is constantly researching, analyzing and presenting different types of strategies to decrease the risk of our portfolio with the goal of performing better than the benchmark.• Presented in the Request for Proposal competition, funded by the Chartered Financial Analyst Society of Orange County and acquired a $25,000 portfolio• Analyzed a publicly traded company for the Equity Research Challenge by the CFA Foundation Show less

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  Lido advisors, llc

  Jun 2017 - now

  • Vice President, Investments and Analytics

    Jan 2023 - now

  • Investment Analyst

    Oct 2018 - now

  • Operations Associate

    Jun 2017 - Jan 2019