Jeremy Toledano

Jeremy Toledano

Triathlon Team Captain

Followers of Jeremy Toledano1000 followers
location of Jeremy ToledanoMiami, Florida, United States

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  • Timeline

  • About me

    Bermont-Carlin Scholar | Finance and Accounting Student at University of Miami

  • Education

    • Ladue Horton Watkins High School

      2018 - 2022
      High School Diploma 3.98/4.0

      Activities and Societies: St. Louis Rowing Club Team Captain, Best Buddies Chapter President, Dance Marathon Executive Board Member, Fishing Club President, Young Men's Service League, National Honor Society

    • University of Miami Herbert Business School

      2022 - 2026
      Bachelor of Science - BS Accounting and Finance 3.855/4.0

      Activities and Societies: Triathlon Club Treasurer and former Team Captain, 2024 IRONMAN Florida Top 20 Age Group Finisher, Alpha Kappa Psi Professional Business Fraternity, Alpha Epsilon Pi Jewish Identity Chair, Hillel Jewish Learning Fellowship

  • Experience

    • University of Miami

      Jan 2023 - May 2023
      Triathlon Team Captain

      • Facilitate an inclusive environment by providing support and advice to accommodate the diverse levels of experience among members• Work with Executive Board to schedule and lead practices, races, and team events

    • MoMo Champagne Coffee Kitchen

      Jun 2023 - Aug 2023
      Restaurant Management Optimization

      Developed employee scheduling methods through Excel to help management consistently reach a payroll-to-projected sales ratio of around 30%. Also, cleaned and visualized payroll and sales data from POS software for managers to identify inefficiencies in scheduling practices which highlighted areas for cost savings and provided strategies for improving employee efficiency to reduce daily payroll costs without sacrificing quality of work.

    • University of Miami

      Aug 2023 - now
      Triathlon Team Treasurer

      • Manage team income and expenditures totaling over $20,000 by creating itemized travel and supply budgets that efficiently allocate club resources• Direct the club’s cashflows to ensure members get promptly reimbursed for personal expenditures such as race registration fees, flight and travel costs, bike repairs, etc. • Placed 2nd in the 2023 Great Floridian Sprint Triathlon Male 20-24 Age Group

    • Toledano Legal Counsel, LLC

      Jun 2024 - Jul 2024
      Estate Planning Intern

      • Generate comprehensive asset inventory Excel spreadsheets to organize clients’ diverse portfolios• Create templates for legal documents that streamline the planning and preparation process• Ensure document accuracy by meticulously proofreading attorney-drafted estate planning documents• Design PowerPoint presentations for potential clients highlighting firm offerings

    • University of Miami Student Managed Investment Fund

      Aug 2024 - now
      Equity Research Analyst
    • DOMA Perpetual

      Sept 2024 - now
      Equity Research Analyst Intern
  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg
      Sept 2024
    • Financial Statement Modeling, DCF Modeling

      Wall Street Prep
      Feb 2023
  • Honors & Awards

    • Awarded to Jeremy Toledano
      Bermont-Carlin Scholar University of Miami Herbert Business School Feb 2024
    • Awarded to Jeremy Toledano
      Dean's List - The Dean's List is composed of those undergraduate students who are enrolled in a degree-seeking program and have attained high scholastic achievement for the semester. To attain the Dean's List, a student must have attained a quality point average of 3.50 or higher for the semester.
    • Awarded to Jeremy Toledano
      Provost's Honor Roll University of Miami The Provost's Honor Roll is composed of those undergraduate students who are enrolled in a degree-seeking program and have attained high scholastic achievement for the semester. To attain the Provost's Honor Roll, a student must have attained a quality point average of 3.75 or higher for the semester.