Brian Lee

***** ****** ***** **** #**, San Diego, CA, 92130

858-***-**** ad3oua@r.postjobfree.com

EDUCATION

University of California- Santa Barbara Santa Barbara, CA

Bachelor of Arts: Economics and Accounting

GPA: 3.7 / Major GPA: 3.68

Honors: Dean's Honors for the College of Letters and Science

Relevant Coursework: Intro-Intermediate Microeconomics, Intro-Intermediate Macroeconomics, Statistical Economics, Managerial Accounting, Intro-Financial Accounting, Business Operations, Managing Technology Organizations

WORK & LEADERSHIP EXPERIENCE

Community West Bank Goleta, CA

Finance Intern-Credit Sep 2023-Present

Created data using regression models to analyze the creditworthiness of personal and business loanees.

Performed cash flow and collateral analysis for prospective lending commitments.

Prepared timely loan reviews and basic credit write-ups incorporating financial modeling.

Utilized Microsoft Office, SciPy, and PANDAS to automate data organization and model mock-ups.

Alpha Tau Omega (ATΩ) Fraternity Santa Barbara, CA

Assistant Treasurer October 2022-June 2023

Responsible for the collection of dues totaling over $125,000 from the largest chapter on campus

(140+ members).

Allocated budgets for 20+ special events (Formals, Brotherhood events, Recruitment).

Coordinated with National Representatives to erase $10,000 of existing debt.

Facilitated and organized the collection of the largest amount of philanthropy dollars (Over $25,000) by any IFC fraternity in the 2022 school year.

Surf Cup Sports San Diego, CA

Operations Manager December 2020-January 2021

Performed progress checks on 25+ fields to ensure matches were being started/completed on time.

Provided clear instructions for proper field marking and assignments to referees and field marshals.

Assisted in solving conflicts between players, coaches, and parents for 100+ teams.

Facilitated the largest soccer tournaments in the southwest region of the US (Surf Cup, Manchester City Cup, US Soccer DA National Championship, MLS NXT, etc.)

ACTIVITIES & CERTIFICATES

Technology Management Program Certificate Oct 2021-Current

17 Unit Certificate (Fundamentals of Business Strategy, Principles of Marketing, Understanding and Managing Technological Organizations, Fundamentals of Business Finance)

Enrolled in courses teaching an understanding of entrepreneurial and business practices in emerging and global technology-driven companies.

Strategic Investment Program Sep 2022-Current

12 Unit Certificate (Financial Economics, Risk and Ethics, Portfolio Management)

Dived into the forces that govern all types of financial markets through a rich blend of lectures, guest speakers, and hands-on projects.

SKILLS

Microsoft Office Suite (Excel, PowerPoint, Word, Teams)

Abrigo (Sageworks)

Linear Regression Models

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