About Me:

Greetings, my name is William Ortiz! I am a dedicated student at the University of Southern California, pursuing a Bachelor of Science in Business Administration with a keen focus on Finance. My academic journey, marked by excellence with the Dean's Scholarship and consistent placement on the Dean's List is a testament to my commitment to mastering financial intricacies. Anticipating graduation in May 2024, I've immersed myself in diverse coursework, from Business Finance and Operations Management to Python programming and Financial Derivatives.

• Financial Acumen: In the professional arena, my internships at Goldman Sachs and PricewaterhouseCoopers have been instrumental in refining my financial acumen. At Goldman Sachs, I actively contributed to Private Wealth Management Operations, proposing innovative communication platforms and optimizing internal ticketing guidelines. My role at PwC as a Trust Intern allowed me to leverage cutting-edge tools such as PowerBI and Tableau to conduct in-depth financial analyses. The result? Impactful strategies that significantly increased donor retention and acquisition.

• Leadership & Organization: Throughout my tenure as a U.S. Army Tactical Control Assistant from July 2016 to March 2020, I consistently demonstrated strong leadership and organizational skills. Responsible for conducting weekly maintenance on highly sensitive equipment valued at $500 million, my leadership played a pivotal role in achieving a 100% objective readiness over a 3-year span. In mentoring and overseeing the professional development of 4 team members, I contributed to a notable 50% increase in promotions. Simultaneously, I successfully led and trained a team of 6, earning an outstanding certification grade of 95%, showcasing my ability to organize and lead effectively in a dynamic military environment.

• Technological Application: In addition to my professional endeavors, I've taken my financial skills to a personal level. I've created a sophisticated Excel budget that not only allows me to meticulously track my net worth but also provides a live valuation of my stock portfolio. This hands-on experience further enriches my understanding of financial management and investment strategies.

• Licenses & Certifications: Beyond my corporate and academic engagements, I am currently preparing for the Securities Industry Essentials exam, showcasing my dedication to continuous learning and staying at the forefront of financial industry regulations. This commitment underscores my belief in the power of knowledge to navigate the complexities of the financial landscape.

I am enthusiastic about leveraging my financial acumen, diverse experiences, and personal finance insights to contribute meaningfully to new opportunities and challenges. I look forward to our collaboration!

William Ortiz

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