Sam Friedman

Undergraduate Finance and Entrepreneurship & Innovation Student at Texas Christian University | BNSF Neeley Leadership Program | Analyst at JP Morgan Global Private Bank |

Fort Worth, Texas, United States

About

I am a Finance and Entrepreneurship & Innovation double major with a minor in Leadership, pursuing a career at the intersection of financial services, emerging technology, and people-driven work. The finance foundation gives me the analytical framework to understand markets, evaluate risk, and think critically about how capital is allocated and why. The entrepreneurship background pushes me to build, not just analyze, and to take ideas from concept to something tangible. The leadership minor reflects something I take seriously in every setting: the ability to earn trust, communicate clearly, and bring out the best in the people around me. On the technical side, I have gone further than most. I founded Lumen, a fintech platform designed to close the gap between access to investing and understanding of it. I led the full product build, working directly in the codebase using Claude Code, writing SQL in Supabase, managing version control through GitHub, and deploying through Vercel. The platform is currently live on the web with a native app release to the Google Play Store and App Store on the way. I also designed and built my own AI-powered stock analysis agent that I actively use in my personal investing process to surface market signals and synthesize information in real time. Beyond building with AI, I have developed a deliberate practice around working with it. I use large language models to pressure test my thinking, identify blind spots, teach myself new technical and financial skills, and expand my knowledge in a way that goes well beyond what a traditional classroom setting allows. This is not passive use. It is an active feedback loop between myself and the model, one that continuously sharpens my thinking and accelerates how deeply I understand the things I am studying. What truly drives me is people. The technical skills and financial knowledge are tools, but the part I find most meaningful is applying them in service of others, whether that is helping someone work through a problem with more confidence, building something that creates real value, or showing up as someone a team can rely on. That combination of analytical depth, hands-on building experience, and a people-first mindset is what I bring to everything I do, and it is what I plan to carry throughout my career.

Experience

  • Financial Analyst at J.P. Morgan Private Bank
    Jun 2026 - Present · 2 mos

  • Financial Planning and Analysis Intern at 11C & Company
    Apr 2025 - Jun 2026 · 1 yr 3 mos

    Working as an FP&A Intern with 11C and their beverage company, Como No, a caffeinated sparkling water brand. Responsible for building financial models to evaluate cost structures, optimize COGS, and assess distributor and supply chain options. Conduct market analysis and collaborate with stakeholders to drive data-informed decisions around spend efficiency and scalability.