
Education
Bachelor of Science, Management Science
Expected June 2014
Minor: Accounting
UC San Diego
GPA: 3.45
Relevant Coursework
Intermediate Accounting
Auditing
Federal Taxation
Advanced Cost Accounting
Financial Accounting
Corporate Finance
Skills/Qualifications
Experience reviewing, analyzing and presenting case projects through auditing, cost accounting, and forensics accounting classes
Strong background in research and analysis developed through work experience and coursework
Work effectively within a team as well as independently with minimal supervision
Proven leadership and public speaking abilities through student organization and work experience
Proficient in Bloomberg, Quicken, QuickBooks, Turbo Tax, Word, Excel, PowerPoint and Access
Relevant Experience
Operations Assistant
Caywood-Scholl Capital Management
San Diego, CA
September 2013-present
Support 15 portfolio and trading administrators with processing more than 200 daily security transactions, resulting in increased productivity
Update bank loans to reflect principal payments and weekly interest payments from borrowers
Analyze and resolve pending trade and settlement issues
International/Domestic Trading Intern
Nicholas-Applegate
San Diego, CA
June 2012-January 2013
Assisted traders with multiple large volume trade orders from portfolio managers
Conversed with operations regarding price discrepancies and trade issues between traders and brokers, improving communication between various constituencies
Created spreadsheets allowing for quick comparisons of broker fees from different trading methods
Leadership Experience
President/Founder
Undergraduate Accounting Society
UC San Diego, CA
March 2011-January 2012
Developed campaign to increase student membership by 30%
Collaborated with the Career Services Center to organize the first annual Meet the Firms event
Served as a student representative on the UC San Diego Business Quarter Planning committee
UC San Diego Membership & Activities
Swim Team - 2011 Pacific Collegiate Swim and Dive Conference Champions
September 2011-present
Delta Sigma
January 2011-present
Undergraduate Economics Society
September 2011-June 2012
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