Work Project 7

Financial Research Intern:

Private Investors-Yorba Linda, CA Full-time Jun 2014-Oct 2014

June 2014—today (10 months) Yorba Linda, CA

I have researched the company’s history and profitability, evaluating the risk of investment.

I have developed spreadsheets to analyze and document the data by compiling data reports for reporting to management and investors. (Summer 2014)

I have conducted money portfolio management and portfolio analysis in terms of a company’s fundamentals (market capitalization, P/E ratios, daily volume, daily range, 52-week range, institutional investors, etc.).

I have conducted ongoing research into the history and profitability of various companies and have evaluated the risk of investing in these companies.

I have analyzed the management of the money portfolio in terms of the company’s fundamentals, i.e., market capitalization, P/E ratios, daily volume, daily range, 52-week range, and institutional investors.

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Work Project 6