About
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Contributions
Experience & Education
Licenses & Certifications
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Excel Programming with VBA
New Horizons Computer Learning Centers / 5Point Enterprises
Issued -
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NAIC Annual Statement Investment Schedules
National Association of Insurance Commissioners (NAIC)
Issued -
Volunteer Experience
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Certified Income Tax Preparer
VITA (Volunteer Income Tax Assistance Program, with the IRS)
Social Services
• Prepared Federal and State income tax returns
• Assisted customers with all needs, ensuring outstanding service, by answering and addressing all questions and concerns
• Performed tax research; learned tax laws, rules, and changes from IRS publications, articles, and newsletters
• Interacted with IRS, state authorities, and clients regarding tax matters; assisted with notices and document requests from IRS
Projects
Honors & Awards
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Lubin Leaders and Scholars Program
Pace University
Test Scores
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GMAT Exam
Score: 760/800
Scored in the top 99% on the GMAT Exam (Graduate Management Admission Test). Scores available upon request.
Languages
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
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VBA
Limited working proficiency
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SQL
Elementary proficiency
Organizations
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Hedge Fund Club
Member
- PresentSimulated experience of working at a money management firm. The club runs a paper trading account, and members submit investment write ups
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Omicron Delta Epsilon
Member
International Economics Honors Society
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