Aidan Martinez, CFP®

- Analyzed current market environments to suggest and present an attractive investment opportunities to clients - Performed in depth economic and industry research on a wide array of different industries in the valuation of business enterprise decisions - Prepared prospective client profiles to pitch to JPMorgan executives - Expressed proficiency in trade execution and post-trade cycle

- Successfully passed Securities Industry Essentials (SIE) Exam (simultaneously with internship) - Delivered positive and efficient account support to existing clients through Client Central and Service Desktop - Volunteered with Denver Boys and Girls Club to teach importance of financial literacy and budgeting 2022 Charles Schwab Business Challenge; created and presented solution for a relevant business problem, which was delivered to executive board and department managers - Networked with 35 departments/professionals to further understanding of the financial services industry and career paths

- Expressed financial expertise and effective communication as an intern for franchise president assisting in company service and financial valuation - Acted as a financial and strategic planning resource to deliver insights, support business decision making, and competitive analyses related to the franchise - Worked as a direct consultant with franchise management covering 8 restaurant locations throughout internship - Learned key processes from franchise president, shadowing over 10 hours a week involved in discussions for franchise decisions

Studied corporate geopolitics managing and leveraging the external geopolitical environments for strategic purposes in corporate and global events. Provided presentations to professionals and professors biweekly on case studies and global/local company valuation.