
Timeline
About me
Financial Services Marketing & Research Associate
Education

Loyola marymount university
2017 - 2021Bachelor of business administration - bba finance, general
Saint louis university, madrid campus
2019 - 2019Activities and Societies: Fall Semester Study Abroad
Experience

Sacramento state aquatic center
Jun 2017 - Aug 2018Youth instructor• Instructed and certified young and inexperienced children in various aquatic activities including sailing, windsurfing, kayaking and paddle boarding to achieve proficiency in only 5 days• Demonstrated responsibility, problem-solving and adaptability by keeping 25+ young children safe, organized and encouraged throughout busy and unpredictable days• Delegated tasks within my group and collaborated with others group leaders in order to maximize activity time and space and serve over 3,500 children each summer Show less

Loyola marymount university, college of business administration
Jan 2019 - May 2019Marketing professor assistant• Organized paperwork into Excel spreadsheets in a timely manner• Traveled to off-campus events and assisted in the transportation of equipment, management of students and other miscellaneous tasks

The tjx companies, inc.
May 2019 - Aug 2019Merchandise buying intern• Proficient in cross-functional collaboration, as I partnered with various departments to formulate unified merchandising strategies and allocate product across four international chains. • Analyzed weekly sales reports for multiple departments in four international chains to develop merchandise strategies and allocate product• Spearheaded a Q4 multi-department strategy and buy plan to increase revenue by $17 million from LY Q4 sales by developing an updated consumer profile, conducting SWOT analyses and offering new product ideas and pricing models with established vendors• Collaborated with Los Angeles and Boston branches in Planning and Allocation, Buying and Distribution Centers to monitor all stages of the merchandise process• Offered creative input to drive sales through meetings with vendors, department strategy calls, store visits and competitive shopping Show less

Loyola marymount university, college of business administration
May 2020 - Aug 2020Virtual job shadowing program• Shadowed Jeanette Merlo, Senior Manager of Technology Operations at MindBody, and completed six modules related to key business models, financial systems and regulatory challenges• Held weekly meetings discussing roles and experiences at MindBody, the leading technology platform for the wellness industry• Gained insight into business strategies, processes, and postures for leadership and long-term growth

Equipt women
Jun 2021 - Aug 2021Program coordinatorConducted market research by creating online surveys and facilitating focus groups and used these findings to develop a robust professional mentorship program for early career and life momentum, targeting young women.

Brandes investment partners
Aug 2021 - nowI excel where analytical precision meets creative thinking and collaborative engagement. I am thrilled to have created a blended role at Brandes that bridges the marketing and research departments. As a Marketing Associate, my creativity and interpersonal skills come to the forefront. I craft engaging marketing content, collaborate with the sales, product management and client services departments, and lead the planning for corporate events. In my capacity as a Research Associate, I utilize my analytical skills to conduct in-depth equity research and valuations. Through this combination of roles, I am able to leverage my unique combination of talents to contribute to our firm’s success and growth. Show less Investment analysis, with a focus on global companies within the Consumer Staples/Discretionary sector- Monitored the performance of equity investments and developed financial forecasts in collaboration with senior equity analystsConducted in-depth equity research on leading companies within the medical nutrition industry and analyzed competitive data.- Presented research findings to senior management, effectively communicating the company’s history and potential investment upside and risks. Show less
Marketing & Research Associate
Nov 2023 - nowEquity Research Associate
Aug 2021 - Nov 2023
Licenses & Certifications

Bloomberg market concepts
Bloomberg for educationMay 2019
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