Major: BBA MIS
Graduation: May 2020
- Designed and built a portfolio tracking system that allows a portfolio manager to select and combine separate portfolios to view live value and key statistics associated with different positions inside the portfolios
- Constructed a program that takes a company’s stock ticker and automatically generates a quantitative financial report on that company, which includes the total position size, live price, YTD return, PE Ratio, beta, and more
- Assembled a case document against Cobalt International Energies with over 10 years of financial statements showing the needed proof to allow our client to be a part of the class action lawsuit.
- Currently screening for undervalued companies, conducting fundamental investment analysis, and generating investment opportunity ideas to present to the CEO and investors