Stefan Sandoval

Investor

2023

Venture Capital

2023 - 2023

Senior Associate

2021 - 2023

Venture Capital

Vice President

2018 - 2021

Equity derivatives origination & structuring

Private Equity Specialist

2016 - 2018

Global Wealth & Investment Management -Private Equity & Platform Solutions Team -RPWS Strategy & Initiatives

Venture Capital Intern

2019 - 2019

ESL Tutor/Front Desk Staff

2012 - 2016

-Enhance the English speaking and writing skills of student -Respond to the daily needs of students making/canceling tutoring appointments -Organize and administer the sign-in of tutors and tutees

Primary Researcher

2013 - 2014

-Year long research project through Boston College's Sociology department -Focus on the factors that affect High School Latino Youths decisions about college -Includes writing a 34 page research paper with literature reviews, analysis, and conclusions from data I've collected -Surveyed 39 participants and interviewed 10 from Hyde Square Task Force (an organization that helps at-risk Latino youth during their High School years)

Global Wealth & Investment Management Summer Analyst

2015 - 2015

-Created and populated a dashboard of all the metrics and analytics for the Professional Alliance Program that covers $2.2BN in AUM for the Wealth Management Platform to be used to help run the program -Helped develop the process of getting international clients to transition from the legacy advisory fee-based platform solutions the bank offers to the new Merrill One platform -Maintained and distributed weekly performance report to Channelled Management and Development team and created platform to show leadership team previous month’s accomplishments and following month’s key initiatives -Spearheaded the PowerPoint presentation being shown to the leadership team of the Channel Management & Development team that was implemented Q1 2015

Summer Financial Analyst - Asset Management

2014 - 2014

-Tested Mutual Fund prospectus delivery timelines in alignment with SEC guidelines -Successfully standardized a Compliance Activity Report process for Risk & Compliance team members -Created a universal list of committees for the Funds Management Group and had homepage updated

SEO-U (2014 Participant)

2014 - 2014

-Created a portfolio pitch with a case team for a family with $3MM to invest in different options -Developed knowledge through Zoologic by completing courses in: Accounting, Bonds, Finance, Stocks, and Portfolio Management -Participated in an independent virtual portfolio challenge with $1MM to invest in different options

Sophomore Leader

2014 - 2014

-Selected as one of 35 students who were invited to Wells Fargo to learn about the company's approach to credit and lending in businesses such as Commercial Banking, Corporate Banking, and Commercial Real Estate -Examined and discussed case studies in each business area with senior team members -Volunteered at the Charlotte Food Bank to further learn about the Wells Fargo culture