Portfolio

As a Finance student at Texas State University, I've learned about various aspects of financial management. My studies include topics like corporate finance, investment analysis, and personal financial planning. I've gained practical skills in making investment decisions, analyzing financial data, and understanding financial laws. Real-world experiences from jobs and projects have also helped me apply this knowledge, preparing me for a future career in the finance sector.

Studying Computer Information Systems at Texas State University, I've learned how technology and business intersect. My coursework covers topics like data analysis, system development, and cybersecurity, all in a business context. This has helped me understand how to build and manage information systems effectively. Practical projects have given me real-world experience, preparing me for a future where I'll use technology to drive business strategies.

At TXST SMIF, I directed a substantial endowment portfolio with strategic insight.

• Selected as a portfolio manager for the McCoy College of Business Student Managed Investment Fund, overseeing approximately $1.56 million of the McCoy Foundation's endowment fund.

• Conducted comprehensive sector analysis, guiding investment strategies and decisions in a real-world financial environment.

• Played a key role in managing a diversified portfolio, including equities, fixed-income investments, ETFs, and forigen assets.

At Digital Berry we provide digital marketing services to small businesses across the country. 

• Built and worked with a team of 4 to develop optimized websites, automatic SMS & Email campaigns, and CRM solutions with AI Reply Systems.

• Utilized management and digital marketing skills to grow the company to a MRR of 5.6k with a 24% growth rate.