Andre Medina
Incoming Wealth Management Intern @ Progressive Strategies Financial Group
About
I am a junior at UC Berkeley majoring in Economics with a strong interest in wealth management and financial advising. I’m driven by a passion for helping individuals make informed financial decisions and develop long-term strategies aligned with their goals. I have passed the Security Industry Essentials (SIE) exam, strengthening my foundation in securities markets, investment products, and regulatory standards. Beyond academics, I’m involved in campus organizations focused on leadership, diversity, and community building. Outside of school, I enjoy surfing, playing soccer, and weight lifting which keep me disciplined and balanced. I am currently seeking opportunities in financial services, asset management, or client strategy roles where I can combine analytical thinking with relationship building; two things I value deeply. Open to connecting with professionals across finance and wealth management.
United States
Huntington Beach
Management Consulting
Product-Market Fit Validation, Microsoft Excel (Financial Modeling & Analysis), RStudio (Foundational Statistical Analysis), Attention to Detail, Client-Focused Problem Solving, Strategic Communication, Risk & Return Concepts, Investment Strategy Concepts, Portfolio Construction & Asset Allocation (Foundational), Financial Analysis
Experience
Incoming Wealth Management Intern
Progressive Strategies Financial Group
Mission Viejo, California, United States
Founding GTM
Poodle AI
- Leading end-to-end go-to-market strategy from zero, including ICP definition, positioning, pricing, and enterprise sales motion for an AI-native workforce orchestration platform - Conducting customer discovery and pilot acquisition with mid-market IT consulting and project-driven organizations to validate product-market fit and quantify ROI through utilization optimization - Building data-backed revenue models and financial forecasts to design scalable growth strategy, pipeline development, and long-term market expansion
Personal Financial Planning & Applied Finance Project
University of California, Berkeley
Berkeley, California, United States
- Built an Excel-based financial planning model to track cash flow, distinguish fixed and discretionary expenses, and assess savings capacity under varying assumptions - Analyzed month-to-month financial behavior through scenario and sensitivity testing to evaluate sustainability, tradeoffs, and alignment with long-term goals - Applied Excel decision logic and AI-assisted validation to improve model accuracy, test downside scenarios, and communicate findings through concise, client-oriented summaries
General Operations Committee Chair
Latinx Business Student Association
Berkeley, California, United States
- Lead operational planning for professional development initiatives supporting a 500+ member program, with a focus on finance and business career readiness - Coordinate budgets, timelines, and internal processes to allocate resources effectively and support organizational priorities - Work closely with student leaders and external partners to ensure events deliver clear value to members, strengthening engagement and outcomes
Operations Assistant
UC Berkeley Library
Berkeley, California, United States
- Oversaw security operations across 3 major campus libraries serving 5,000+ daily patrons, ensuring compliance with institutional policies, risk management protocols, and the overall safety of library facilities - Implemented proactive safety measures and response strategies that reduced security-related disruptions by 20%, strengthened staff coordination, and enhanced operational efficiency across all 3 campus libraries
Education
University of California, Berkeley
Economics
Relevant Coursework: UGBA 135 - Personal Financial Management ECON 145 -Digital Finance & Financial Inclusion ECON 100A - Microeconomics ECON 100B - Macroeconomics STAT 20 - Probability & Statistics ECON 140 - Econometrics LEGALST 145 - Law & Economics I
SEO (Sponsors for Educational Opportunity)
Markets
- Selected participant in a competitive professional development program focused on finance, wealth management, and client-facing career preparation - Completed training in financial services fundamentals, professional communication, and interview preparation - Engaged with industry professionals through coaching, mentorship, and structured career development programming
Andre Medina's Contact Information
Phone
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