
Carson Broz
Financial Planning and Analysis Intern

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About me
Investment Professional at K1 Investment Management
Education

Creighton Preparatory School
2015 - 2019
Loyola Marymount University, College of Business Administration
2019 - 2023Bachelor of Science - BS Finance and Information Systems/Business Analytics
Experience

Molycop
Jun 2021 - Aug 2021Financial Planning and Analysis Intern
UBS
Sept 2021 - Apr 2022UBS Presidio Partners Intern
Redburn Atlantic
Jun 2022 - Aug 2022Intern
K1 Investment Management
Sept 2023 - nowInvestment Professional
Licenses & Certifications

Bloomberg Market Concepts Certification
BloombergJan 2021- View certificate

Python: Design Patterns
LinkedInDec 2020 - View certificate

Programming Foundations: Fundamentals
LinkedInNov 2020 - View certificate

Introduction to Linear Modeling in Python
DataCampMar 2022 - View certificate

Learning Amazon SageMaker
LinkedInJun 2021 - View certificate

Data manipulation with pandas
DataCampJan 2022 - View certificate

Cluster Analysis in Python
DataCampMar 2022 - View certificate

Algorithmic Trading and Finance Models with Python, R, and Stata Essential Training
LinkedInJun 2021 - View certificate

Linear Classifiers in Python
DataCampMar 2022 - View certificate

Machine Learning with Tree-Based Models in Python
DataCampMar 2022
Volunteer Experience
Youth Basketball Coach
Issued by St. Patrick's Catholic School on Sept 2016
Associated with Carson Broz
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