San Francisco Bay Area
• Researched and managed a portfolio of over $225,000 with 10 other students • Conducted an in-depth analysis of a potential company to add to the portfolio which included a detailed financial statement analysis, PVGO analysis, Economic Value Added (EVA) analysis, WACC analysis and a DCF model • Presented investment thesis to an Investment Advisory Council which consisted of local professional mentors • Analyzed and presented portfolio trends, allocations, and economic news on a weekly basis • Utilized the Bloomberg Terminal and S&P’s Capital IQ to conduct industry research • Obtained Bloomberg Equity Analyst Certification