Where Am I
At 16 I was hired with The Rinks Irvine Inline, a subsidiary company for the Anaheim Ducks. I quickly realized I had a niche for sales and customer relations. At age 20, I was promoted to manager and was in charge of inventory, customer/vendor relationships, POS management and employee scheduling. Shortly after, I was offered an opportunity to work a second job for an environmental chemical company called Aqua Ben Corporation. In short, we sell polymer for water treatment applications. Eager to learn, I was promoted as a lab technician and warehouse manager. I am currently working full time for Aqua Ben Corp while I complete my senior year at California State University, Fullerton.
Working as an intern, I have gained experience as a credit analyst at Titan Capital Management. I have constructed and presented reports utilizing the Bloomberg Terminal for specific bond or bond ETF's to be acquired into the fund's portfolio. Bearing in mind the funds risk tolerance, I have generated returns over the benchmarks, Barclays U.S. Aggregate, for our client to satisfy the Foundation's philanthropic and scholarship goals.
After graduating high school, I enrolled at Saddleback Community College. Independently paying for college, I wanted to take an economical approach to education. After receiving an AA degree, I enrolled at California State University, Fullerton as a business administration major with a concentration in accounting. Shortly after, I took my first corporate finance class and quickly realized where my passions lie. Finance and capital markets peeked a special interest. I am now completing my senior year with a concentration in finance, expecting to graduate in May 2019.
At CSUF, I am apart of the Student Managed Investment Fund (SMIF). We are a team of analysts who actively manage a small portfolio. Our goal is to analyze current trends, conduct economic forecasts, and select individual funds that we see best fit. Implementing both an equity and fixed income division, we complete against other universities. The CFA board of Orange County allots the winning university more capital to invest into the growing fund.