Yardhouse September ****- Present

Server Oxnard, CA

Performed under pressure without making mistakes by asking questions, obtaining clarification, and providing suggestions for menu items in order to improve customer experience. Positively greeted customers and addressed immediate concerns promptly and professionally which led to positive customer feedback, achieving a 5 out of 5 satisfaction review. Efficiently managed eight tables at a time to attain $2,000 in sales a night. Camarillo, CA · 805-***-**** · ad3lwl@r.postjobfree.com Geovanni Lira

EXPERIENCE

California State Polytechnic University, Pomona Graduation Date: December 2024 Bachelor of Science in Finance, Real Estate, and Law GPA: 3.73 Dean's List President’s List

Relevant Coursework

Managerial Finance, Portfolio Management, Operations Management, Financial Accounting, Managerial Accounting, Business Calculus, Business Law

EDUCATION

Stock Pitch Competition January 2023 - May 2023

Student Equity Research Analyst

Contributed to the production of a research report on Visa (V), by implementing fundamental analysis to execute a buy recommendation on the company.

Constructed an investment thesis using data from Bloomberg and a discounted cash flow model. Gained valuable expertise in business valuation, equity research, and investment writing. Research Report Linked Here:

https://docs.google.com/document/d/1GFLjwUHmgskVRBJnDlWJadSFJesECqnzH7oAF0AE05U/edit Student Managed Investment Club (SMIC) August 2022 - Present Financial Ambassador and Mentor

Attended meetings twice a week to listen to guest speakers from across the finance industry to discover career opportunities, participated in workshops that center around investing, and networked with like-minded individuals.

ON-CAMPUS INVOLVEMENT

SKILLS AND CERTIFICATIONS

Conversational Spanish

Working knowledge of Excel

Bloomberg Market Concepts (BMC) Certification

Self-paced, e-learning course that provides an interactive introduction to the financial markets using the Bloomberg Terminal.

Bronco Asset Management May 2023 - Present

Investment Analyst Pomona, CA

Portfolio Management: Contributed towards managing over $600,000 across equities and fixed income through multiple clients.

Economic Analysis: Utilized the Bloomberg Terminal to conduct research on Japan to determine a consensus of what the economy is expected to be standing during the Bronco Asset Management (BAM) 2024 portfolio management season.

Equity Analysis: Researched domestic equities across the utilities, energy, industrial, and materials sectors, and finding potential investments through discounted cash flow models and fundamental security analysis.

CFA: Constructed a Request for Proposal (RFP) to the CFA Society of Orange County to manage their foundation’s multi-thousand-dollar portfolio.

JL Real Estate Development May 2023 - August 2023

Property Management Intern Pomona, CA

Provided an exceptional guest experience from check-in until checkout through guest communication to provide their needs in a timely manner.

Organized cleaning and maintenance tasks through Turno. Performed maintenance work on 20 Air BnB properties, ranging from Los Angeles to Joshua Tree.

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