Joseph Soldat
Carbondale
Summary
Motivated finance student with hands-on experience and investment analysis, organizational leadership, and entrepreneurship. Proven leadership as Risk Manager overseeing risk mitigation, strategies for 80 members, and entrepreneurial initiative as owner of a residential cleaning business. Strong interpersonal skills developed through mentoring youth and managing client relationships with a long-term goal of pursuing a career in Financial Advising.
Overview
2
2
years of professional experience
Work History
Small Business Owner
Self Employed Services
05.2025 - Current
- Manage daily operations for a successful small power washing business, ensuring efficient processes and quality services.
- Establish a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promote business via social media to generate leads and maximize brand identity.
Risk Manager
Sigma Chi Fraternity
05.2025 - Current
- Oversee risk management and safety protocols for approximately 80 fraternity members and 300 non-members while ensuring compliance with university, fraternity, and legal policies.
- Developed and implemented policies to reduce liability and promote responsible decision-making during events, social functions, and daily chapter operations.
- Managed incident response, conflict resolution, and crisis communication to maintain a safe, positive environment for members and guests.
Stock Analyst
Saluki Student Investment Fund
01.2025 - Current
- Conducts in-depth fundamental analysis of stocks, improving financial literacy, and analytical skills.
- Manages a $4.5M USD stock portfolio with approximately 70 holdings, strategically diversified across various sectors to optimize risk-adjusted returns and align with the funds investment objectives.
- Collaborated with team members to assess market trends and present investment opportunities.
- Strengthened research and critical thinking skills by evaluating company performance and financial statements.
Youth Mentor & Caregiver
Self Employed Services
05.2023 - 08.2025
- Supervised daily routines and ensured a safe, structured environment for middle school-aged children.
- Coordinated recreational activities, including sports, games, and camps.
- Managed household responsibilities including meal preparation, transportation to activities, and maintained schedules.
- Demonstrated reliability and independence by consistently managing responsibilities.
Education
Bachelor of Science - Finance
Southern Illinois University
Carbondale, IL05-2028
Skills
- Planning and execution
- Customer communication
- Business marketing
- Bloomberg Terminal
- Financial analysis
- Financial modeling & valuation
Timeline
Small Business Owner
Self Employed Services
05.2025 - Current
Risk Manager
Sigma Chi Fraternity
05.2025 - Current
Stock Analyst
Saluki Student Investment Fund
01.2025 - Current
Youth Mentor & Caregiver
Self Employed Services
05.2023 - 08.2025
Bachelor of Science - Finance
Southern Illinois University
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