Andrea Miranda

Andrea Miranda

Associate | Wealth Planner @ Cerity Partners

About

As a Finance and Business Analytics major, I am motivated, detail-oriented, and passionate about problem-solving, and bring strong analytical skills along with effective communication to any team. In addition to my academic pursuits, I am also involved in the executive board of both Student Finance Association (SFA) and USD American Marketing Association (AMA). These experiences have helped me to develop a collaborative mindset, and a way to get involved and strengthen my leadership skills.

Country

United States

City

San Diego

Industry

Outsourcing/Offshoring

Skill

Microsoft Power BI, SQL, RStudio, Project Management, Data Modeling, Stripo, Business Networking, Business Planning, Social Media, Tableau, Copywriting, Microsoft Excel

Experience

Cerity Partners

Associate | Wealth Planner

Cerity Partners

LinkedIn
2025-7 - Present · 1 yr 2 mos

New York, United States

Morgan Stanley

Morgan Stanley Scholarship Recipient

Morgan Stanley

LinkedIn
2025-1 - 2025-5 · 5 mos
USD American Marketing Association

Vice President

USD American Marketing Association

LinkedIn
2024-5 - 2025-5 · 1 yr 1 mo

San Diego, California, United States

University of San Diego - Knauss School of Business

Data Entry Assistant

University of San Diego - Knauss School of Business

LinkedIn
2021-11 - 2025-5 · 3 yrs 7 mos

San Diego, California, United States

• Create Excel spreadsheets listing +20 local networking companies and their contacts for the business school to facilitate events connecting students with recruiters. • Plan, advertise, and execute networking events such as Finance Fest and Mentorship Events, providing +50 students with expose to diverse USD alumni and networking opportunities.

University of San Diego - Knauss School of Business

Marketing Internship

University of San Diego - Knauss School of Business

LinkedIn
2022-10 - 2023-5 · 8 mos

San Diego, California, United States

• Created the "Business Buzz" newsletter using Stripo for the Knauss School of Business, reaching +1,000 business students, and used Salesforce to analyze email interactions and achieved a 70% increase in clicks post-internship.

Thermo Fisher Scientific

Finance Leadership Development Program Internship

Thermo Fisher Scientific

LinkedIn
2024-6 - 2024-8 · 3 mos

Carlsbad, California, United States

Business Intelligence for the BCD

USD Student Finance Association

Chief Marketing Officer

USD Student Finance Association

LinkedIn
2021-11 - 2024-5 · 2 yrs 7 mos

• Execute the Finance Fest connecting +150 undergraduate students with companies and internship opportunities. • Conduct networking skill workshops, focusing on informational interviews and relationship building strategies.

Education

University of San Diego - Knauss School of Business

University of San Diego - Knauss School of Business

LinkedIn

Finance and Business Analytics, Marketing Minor

2021-8 - 2025-5 · 3 yrs 10 mos

Andrea Miranda's Contact Information

Email

******@***.com

Phone

(**) *** ****

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