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Sanjay Bhatia

Sanjay Bhatia

Ramp Agent

Followers of Sanjay Bhatia800 followers
location of Sanjay BhatiaSan Francisco Bay Area

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  • Timeline

  • About me

    Aspiring Investment Banking Analyst

  • Education

    • California State University San Marcos

      2022 - 2024
      Bachelor of Business Administration - BBA Finance and Investments 3.6/4.0

      Activities and Societies: The Finance Society and The Cougar Fund

    • College of San Mateo

      2018 - 2021
      Associate of Science - AS Business Administration 3.8/4.0

      Activities and Societies: Alpha Gamma Sigma Honors Society

  • Experience

    • Swissport

      Aug 2018 - May 2019
      Ramp Agent

    • Northwestern Mutual

      Aug 2022 - Jan 2023
      Financial Sales

    • The Cougar Fund at California State University San Marcos

      Aug 2022 - Jun 2023

      - Managed financial statements and ensured accurate transactions records for the $305,000 investment fund.- Prepared financial reports to present to the foundation board and provided financial insight into the fund’s performance YTD - Conducted comprehensive securities analysis, identify potential investment opportunities within the Materials and Industrials sector generating a 7% return.- Created investment related presentation materials to fund and board members.

      • Chief Accountant

        Aug 2022 - Jun 2023

      • Portfolio Manager

        Aug 2022 - Jun 2023

    • Loxes Logistics

      May 2023 - Aug 2023
      Investment Analyst

      - Collaborated with analyst in preparation of pitch decks and investor presentations, playing a key role in successful fundraising efforts that raised $450,000 in capital.- Collaborated with cross-functional teams to align financial strategies with operational goals, contributing to the start up’s overall success and market expansion.- Assisted in developing financial models for forecasting and budgeting, enhancing the company’s ability to plan for future growth and secure investments.

    • Impact Justice

      Aug 2023 - Nov 2023
      Accounts Payable Clerk

    • The Cougar Fund at California State University San Marcos

      Aug 2023 - May 2024
      Chief Economist

      - Created reports that informed investment strategies, relating to analyzing economic conditions affecting investment portfolios. - Educated fund members on economic indicators such as CPI, PPI, and PCE, explaining their impact on financial markets.

    • Wells Fargo

      May 2024 - now
      Bank Teller

  • Licenses & Certifications

    • Introduction into SQL

      DataCamp
      Sept 2025

    • JPMorgan Chase - Investment Banking Job Simulation

      Forage
      May 2024
      View certificate certificate

    • Volcker Rule: Corporate & Investment Banks

      Wells Fargo
      Jan 2025

    • Analyzing Company Performance using Ratios

      Coursera
      Jun 2023
      View certificate certificate

  • Honors & Awards

    • Awarded to Sanjay Bhatia
      Dean's List of Honor Students (2020 & 2021) Kristiane M. Ridgeway Mar 2022 - Among 1,140 of the 8,848 students enrolled at Skyline College to earn this achievement for the fall semester of 2020-Among 922 of the 8,831 students enrolled at Skyline College to earn this award for the spring semester of 2020-Among 858 of the 7,994 students enrolled at College of San Mateo to earn this achievement for the fall semester of 2021

  • Volunteer Experience

    • Director of Communications

      Issued by CSUSM Finance Society on Jan 2023
      CSUSM Finance SocietyAssociated with Sanjay Bhatia