Joel Cortese

Experience

• 

  Excel Landscape

  Jun 2018 - Aug 2019

  Landscape Estimator

  Communicated with vendors, customers and partners. Used Microsoft Excel to estimate prices and costs.

• 

  Canyon Angels

  Aug 2019 - Mar 2020

  Due Diligence Team

  Helped complete due diligence on companies that were seeking investments from the 70 investor angel group in an effort to fund highly scalable startups. Had the opportunity to screen deals and conduct due dilligence on companies, and then present the findings to investors.

• 

  Retail Merchandising Services, Inc.

  Nov 2019 - Oct 2021

  Merchandising Representative

  Responsible for the marketing of my particular products within the store. Coordinate with buying teams and store managers to highlight in-stock and seasonally relevant products.

• 

  GCU Finance and Economics Club

  Jan 2021 - Oct 2022

  Research Lead
• 

  Equitable Advisors

  Oct 2021 - Oct 2021

  Externship Program

  Gained exposure to executive management in a Financial Services Company and received hands on experience diving into real-life case studies

• 

  Charles Schwab

  Jun 2022 - now

  • Specialist, Trader Service Derivatives

    Sept 2023 - now

  • Financial Services Professional

    Jun 2022 - Sept 2023