Tutor profile: Manuel V.
Associate at SSI Investment Management
From San Diego and recently graduated from Pepperdine University with a B.S. in International Business and Finance. Interests include environmental sustainability, financial literacy, self-development, soccer and meditation.
English Tutor with Big Brothers Big Sisters International in Florence, Italy. VP of Marketing for Pepperdine's Investment Club. Led weekly meetings to discuss current events and a variety of finance topics.
2016 - 2020
SSI Investment Management, Associate
2021 - Present
Investment advisory for institution and private clients. Strategies focus on convertible bonds.
RNC Genter Capital Management, Client Service Associate
2020 - 2021
• Conducting PARs (Portfolio Account Reviews) for +40 families, analyzing client equity and fixed income portfolios, obtaining yearly performance of stock holdings, and offering general client service and team support. • Analyzing a variety of portfolio strategies (value, growth, dividend, environmental) using our internal database, Bloomberg, and other resources provided by RNC Genter. • Working closely with clients to evaluate asset allocation based on specified objectives and goals, and then implementing the appropriate investment solution.
Organics Unlimited, Finance and Logistics Assistant
2015 - 2018
• Conducting and presenting company cost analysis to leadership team, identifying opportunity for nearly 15% in cost savings through sourcing optimization. • Detailed cash forecasting for accounts receivable based off customers’ average day to pay • Managing inventory of warehouse produce, receiving and auditing shipments of over 1MM pounds in produce weekly. • Scheduling, coordinating, and conducting import and export procedures for inbound and outgoing shipments. • Implementing and optimizing shipping cycle, ensuring efficiency and customer...
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