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Your job can replace you, but your friends & family cannot. Never put work ahead of your loved ones. Money, work and career does matter. But never…
Your job can replace you, but your friends & family cannot. Never put work ahead of your loved ones. Money, work and career does matter. But never…
Liked by Andrew Lokenauth
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Nike 🤝 LEGO closed a really BIG deal. Smart play or desperate move? Let's unpack this 👇 📉 Nike's facing a tough reality check: → Losing…
Nike 🤝 LEGO closed a really BIG deal. Smart play or desperate move? Let's unpack this 👇 📉 Nike's facing a tough reality check: → Losing…
Liked by Andrew Lokenauth
Experience
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Education
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Pace University
Activities and Societies: Beta Alpha Psi, Economics Society, Pace Leaders, The Pace Press, Omicron Delta Epsilon, International Economics Honors Society
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Certificate: Blockchain Technologies: Business Innovation and Application
Gained a foundational overview and deeper understanding of of how blockchain technology and cryptocurrency works, its long-term implications for business, and its relationship with other emerging technologies such as AI and IoT. -
•Excel: Advanced Tools & Techniques Certificate:
Learned skills to become an Excel power user and increase efficiency and expertise. Increased knowledge by understanding advanced functions, creating Macros, and utilizing VBA. Expertise in analyzing, manipulating, summarizing, and presenting big data/ large data sets.
•Advanced Financial Statement Analysis Certificate:
Gained a comprehensive understanding of financial statements and their uses in finance. Expertise in creation…•Excel: Advanced Tools & Techniques Certificate:
Learned skills to become an Excel power user and increase efficiency and expertise. Increased knowledge by understanding advanced functions, creating Macros, and utilizing VBA. Expertise in analyzing, manipulating, summarizing, and presenting big data/ large data sets.
•Advanced Financial Statement Analysis Certificate:
Gained a comprehensive understanding of financial statements and their uses in finance. Expertise in creation, preparation, reviewing/ auditing, and efficiency/ automation.
Licenses & Certifications
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Excel Programming with VBA
New Horizons Computer Learning Centers / 5Point Enterprises
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NAIC Annual Statement Investment Schedules
National Association of Insurance Commissioners (NAIC)
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Volunteer Experience
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Certified Income Tax Preparer
VITA (Volunteer Income Tax Assistance Program, with the IRS)
Social Services
• Prepared Federal and State income tax returns
• Assisted customers with all needs, ensuring outstanding service, by answering and addressing all questions and concerns
• Performed tax research; learned tax laws, rules, and changes from IRS publications, articles, and newsletters
• Interacted with IRS, state authorities, and clients regarding tax matters; assisted with notices and document requests from IRS
Projects
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Accounting Research Paper on FAS 157 (ASC 820)
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I wrote an Accounting Research paper on FAS 157 (ASC 820) Not Being Utilized Correctly When Valuating Auction Rate Securities.
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Student Managed Investment Portfolio
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Assisted in managing a portfolio of over $250,000.00.
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Honors & Awards
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Lubin Leaders and Scholars Program
Pace University
Test Scores
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GMAT Exam
Score: 760/800
Scored in the top 99% on the GMAT Exam (Graduate Management Admission Test). Scores available upon request.
Languages
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
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VBA
Limited working proficiency
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SQL
Elementary proficiency
Organizations
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Hedge Fund Club
Member
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Omicron Delta Epsilon
Member
International Economics Honors Society
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