Tristan Dupont, CPFA

California Lutheran University Alumni, 2024, Paraplanner at Osaic Wealth

Thousand Oaks, California, United States

About

Young professional in training to become a Financial Advisor at Crescendo Wealth Strategies. I am a recent graduate from California Lutheran University, where I studied business administration with an emphasis in finance. I also played college baseball at Cal Lutheran. I am proficient in French, speaking, reading ,and writing. While I am not in the office, I am on throwing toys with my puppy and spending a ton of time outside, either fishing or other outdoor sports.

Experience

  • Paraplanner at Osaic
    Jul 2024 - Present · 2 yrs

  • Assurance Intern at Marcum LLP
    Jan 2024 - Apr 2024 · 4 mos

    At Marcum, I began my first busy season audit. Throughout the busy season, I participated in the testing of significant audit areas such as cash, AR, and AP.

  • Assurance Intern at Marcum LLP
    Jul 2023 - Aug 2023 · 2 mos

    At Marcum, I was able to partake in several Audits for the second Quarter of the fiscal year and participated in yearly Audits. I was involved in reading financial statements and testing for things like revenue and cash.

  • Assurance Intern at Marcum LLP
    Jul 2022 - Aug 2022 · 2 mos

    At Marcum, I was able to partake in several Audits for the second Quarter of the fiscal year and participated in yearly Audits. I was involved in reading financial statements and testing for things like revenue and cash.

  • Amazon Scout at Amazon Logistics
    Jun 2021 - Sep 2021 · 4 mos

    Amazon remains open as an essential business to serve our communities delivering critical supplies directly to the doorsteps of people who need them. Work closely with technology and engineering teams to improve our technology and process. Use handheld technology to support and manage delivery progress, and solve obstacles.