Seeking a position in the finance or real estate industry where excellent analytical and technical skills can be utilized to improve the company's profitability and efficiency.
Financial and operational reporting
Budgeting and financial management
Real estate development
Advanced financial analysis
Strong interpersonal skills
High level of accuracy
Intern, 11/2017 to Current Morgan Stanley – San Francisco Bay Area, CA
Answered clients' questions about the purposes and details of financial plans and strategies.
Audited and documented all processes and procedures for the new accounts department.
Targeted both offline and online consumers by designing a multi-pronged and comprehensive marketing strategy.
Directed administrative functions for the directors, principals, consultants and key managers.
Fall Analyst, 08/2017 to 11/2017 Farmers & Merchants Bancorp – Lodi, CA
Recommended loan approvals and denials based on customer loan application reviews.
Originated, reviewed, processed, closed and administered customer loan proposals.
Compiled a database of loan applicants' credit histories, corporate financial statements, and other financial information.
Reviewed and edited loan agreements to ensure accuracy.
Collected, maintained and updated financial loan databases of commercial loans.
Summer Analyst, 04/2017 to 08/2017 Carmel Partners – San Francisco, CA
Supported the capital finance team in securing debt for new investments and refinancing existing assets.
Participated in all aspects of placing and closing debt capital market transactions.
Areas of involvement included preparing finance offering memoranda with accuracy and attention to detail; reviewing legal documents; managing the due diligence process; and, coordinating with internal asset managers, investment officers, development teams and accountants as well as external 3rd parties.
Researched and reviewed financial and market information.
Participated in the planning, reporting and communications to investors and lenders.
Intern, 08/2016 to 12/2016 Stifel Financial Corp – Stockton, CA
Worked with clients to ensure proper accounting opening procedures and documentation.
Provided account information to clients and Private Wealth Advisors and maintained key client relationships.
Proactively resolved clients' issues and concerns.
Learned the business and products to assist Private Wealth Advisors Clerical duties such as handling telephones, mailing, filing, and processing forms.
Taking and placing customer orders in brokerage and advisory accounts.
Comply with all industry rules and regulation and firm policies.
Bachelor of Science: Business Administration, Finance, 2018 University of the Pacific - Stockton, CA
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
Companies Worked For:
Farmers & Merchants Bancorp
Stifel Financial Corp
University of the Pacific
Job Titles Held:
Bachelor of Science : Business Administration, Finance , 2018
Create a job alert for [job role title] at [location].