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17239 Shavano Ranch Apt 8110
San Antonio, TX 78257
(832) 876-8753, [email protected]


CFA Level I Candidate actively pursuing an entry-level position in the Investment industry


Superior analytical skills and an understanding of the securities market including firm valuation
techniques gained through the completion of a Security Analysis project
6 years developing strong communication skills through experience in sales and customer service
Highly proficient in creating and manipulating Excel spreadsheets
Hardworking; able to multitask efficiently while staying organized
Familiar working with and within large, diverse groups of people through extracurricular experience


The University of Texas at San Antonio
Bachelor of Business Administration in Finance

Graduated: December 2010

Relevant Coursework
Security Analysis
Quantitative Methods
Calculus II

Intermediate Accounting
Intermediate Corporate Finance
Investment Portfolio Management
Principles of Investment
Introduction to International Finance
Special Projects
Security Analysis: "KMP L.P.: A Complete Security Analysis"

Fall 2010
Analyzed the firm's financial ratios as well as the firm's industry to determine the firm's short-term
viability and long-term growth prospects
Assessed the value of the firm by discounting its cash flows, forecasting future financial data, and
analyzing how the firm historically traded relative to its competitors
Compared the assessed value with the market value of the firm and made a buy, hold, or sell


Server Trainer - Maggiano's Little Italy - San Antonio, TX

October 2008 - May 2011
Substantially contributed as a key team member earning store's company-wide #1 "Guest Experience
Measurements" ranking 2 straight years (2008-10)
Recognized for "contagious commitment for success" with a hand-written award from the
company's Chief Operating Officer
Learned the fundamentals of sales including how to work with customers and anticipate their
Exemplified exceptional quality service, creating a strong base of over 20 regular customers
Trained approximately 10 new servers monthly on all aspects of the job

Assistant Manager - Russo's New York - Cypress, TX

February 2005- January 2008
Balanced the cash drawer for a $3,000 sales/day restaurant and ensured financial accuracy
Maintained accurate checking accounts and balance sheets
Trained approximately 5 others on how to update daily financial reports

Lymphoma Patient Caregiver, 2011-2012
Junior Achievement of South Texas, Volunteer Teacher, spring 2010
President's List , UTSA, spring 2009
YMCA Flag Football, volunteer coach, 2009
Bikes-to-the-Coast Annual Philanthropy, Chairman and participant, 2007-2009
Kappa Sigma Fraternity, UTSA, Executive Council , 2006-2008