Financial Planning Business Administration

Jonah Gunn

**********@*****.*** • 916-***-****

Education

CALIFORNIA STATE UNIVERSITY, SACRAMENTO May 2025 Bachelor of Science in Business Administration

Major: Finance, with a concentration in financial planning GPA: 3.47

Dean’s Honor List

Working towards CFA level I

Relevant Skills, Certifications & Courses Completed

Proficient in Excel, Word, and PowerPoint through various coursework

Developed presentation and note-taking skills

Experienced with financial calculator HP-12C through FIN 135 (Investments)

Experienced in calculating financial and mathematical problems/formulas through FIN 136 (Modern Portfolio Management) and FIN 135 (Investments)

Experience in developing advanced excel sheets for accounting classes such as ACCY 1 and 171

Familiar with analyzing financial statements as well as creating my own for fictitious business through GM 105 (Strategic Management)

Familiar with analyzing cases in financial and retirement planning via FIN 150 (Capstone Prof Financial Planning)

Familiar with implementing Python to visualize and analyze stock data

Certificate of completion in Python courses via ‘DataCamp’ such as “Introduction to Financial Concepts in Python,” “Analyzing Financial Statements in Python,” and “Introduction to Portfolio Risk Management in Python”

Professional Experience

Portfolio Manager Jan 2025

Student Investment Fund Club, University Enterprises Inc. (CSU Sacramento) Sacramento, CA

Part of the investment club managing stock selection within the consumer staples sector for the student led fund

Experience with researching and presenting financial and economic findings within my assigned sector

Familiar reading accounting statements to determine allocation

Estimator and Laborer June 2021 – January 2025

Community Pavement, Inc. Sacramento, CA

Creating and utilizing excel sheets to estimate price quotes for customers based on square footage, materials, labor, etc.

Measuring and estimating jobsites, meeting and communicating work details with clients

Accustomed to hard labor, working long hours, and meeting quotas and timelines.

Interests: Financial markets and research, personal finance and investments, options trading and strategy implementation, importing and reselling international goods, traveling to foreign countries, following political and economic developments, mountain biking, weightlifting.

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