Jeremy Harris

San Diego Equity, Debt, & Structured Finance Team

Worked with a team of 5 other students to role-play as a venture capital investment firm in a competition at Google's headquarters. Researched the Venture Capital industry and did in-depth due diligence on two presenting startups and presented our recommendations to a panel of judges on which start-up to invest in.

Help to tutor student athletes in many different courses at San Diego State. Lead sessions of 1-3 students to help them attain their academic goals.

Worked with a team of 3 other students to represent San Diego State University at the annual CFA Research Challange. Created an in-depth reserach report on Axos Bank and will be presenting our recommendation to a board of judges at the University of San Diego later in February.

Managed a budget for a club of over 50 students, facilitating the collection of dues, weekly purchases of food and merchandise, and accounting for current balance sheets and income for the club. Worked with my executive board to expand the club's reach and help secure new opportunities for members.

Planned philanthropic events for our members to participate in. Helped as needed with other responsibilities involved in running the society.

I worked with Financial Advisors to learn the ins and outs of the Wealth Management industry from all angles. Helped to create unique financial plans for clients as well as suggesting different strategies to help secure their financial future.

Created a stock pitch with fellow team members for UnitedHealth Group (NYSE: UNH) and presented in front of a panel of judges at the University of Southern California Learned how to create a DCF and made the report in 10 days, due to only being let into the competition 10 days before the competition date Led the question and answer portion for my team, answering judge’s questions very quickly with confidence and completeness

I worked with co-workers to ensure the utmost customer satisfaction. Would work with only 1 other co-worker and managed to complete many different tasks in a timely manner including food preparation, food serving, and kitchen cleaning. In addition, I helped to market and drive in sales to the newly opened restaurant.