Results-driven investment analyst with proven expertise in client relationship management and strategic planning. Demonstrated ability to analyze market trends and manage client portfolios to drive consistent returns.
Overview
1
1
year of professional experience
Work History
Investment Analyst
TopStep Trader
07.2025 - Current
Managed over $200k in funded assets for a trading firm.
Analyzed market trends to identify investment opportunities and ensure consistent returns.
Conducted thorough analysis to uncover profitable investment opportunities for a trading firm.
Investment Consultant
Self Employed
Deerfield and West Palm Beach
07.2024 - Current
Conducted market research to inform investment recommendations and decisions.
Monitored market trends and economic indicators impacting investments.
Analyzed client portfolios to identify investment opportunities and risks.
Kids' Brazilian Jiu-Jitsu Instructor
CornerStone MMA
Deerfield
01.2025 - 08.2025
Exhibited leadership abilities through empowerment and motivation of students, fostering enhanced engagement and commitment
Created a safe environment where students felt they could be themselves and had a trusted adult with whom they could talk about anything.
Developed and implemented structured class activities to ensure efficient schedule management.
Education
MBA - Major in Finance With A Minor in Entrepreneurship
DePaul University
Chicago, IL
06-2029
High School Diploma -
Deerfield High School
Deerfield, IL
05-2025
Skills
Client relationship management
Strategic planning
Leadership
Sales proficiency
Conflict resolution
Empathy
Meticulous attention to detail
Community relations
Languages
English
Native/ Bilingual
Russian
Professional
Spanish
Limited
Italian
Limited
References
References available upon request.
Timeline
Investment Analyst
TopStep Trader
07.2025 - Current
Kids' Brazilian Jiu-Jitsu Instructor
CornerStone MMA
01.2025 - 08.2025
Investment Consultant
Self Employed
07.2024 - Current
MBA - Major in Finance With A Minor in Entrepreneurship