Jeremy Toledano

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

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  University of Miami Student Managed Investment Fund

  Aug 2024 - now

  Equity Research Analyst
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  DOMA Perpetual

  Sept 2024 - now

  Equity Research Analyst Intern