Invests in
Locations:
Min Investment:
$50,000.00Max Investment:
$500,000.00Target Investment:
$250,000.00
Skills
Education
Master of Business Administration - MBA
Bachelor's Degree
High School Diploma
Academy of Information Technology and Engineering
Lists including Stefan
Work Experience
2023
Investor
2023
2023 - 2023
Venture Capital
2023 - 2023
2021 - 2023
Senior Associate
2021 - 2023
Venture Capital
2016 - 2021
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
2019 - 2019
Venture Capital Intern
2019 - 2019
2012 - 2016
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)
2015 - 2015
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
2014 - 2014
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
2014 - 2014
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
2014 - 2014
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