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Jon Oliver

Jon Oliver

Master Student

n/a

Technologies

My Portfolio Highlights

My New Course

Introduction to Python

My New Track

SQL Fundamentals

Data guardian, protecting the integrity and privacy of valuable information.

My Work

Take a look at my latest work.

DataLab

My workspace

course

Introduction to SQL

course

Introduction to Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

New American Funding | Jul 2020 - Present

Secondary Market Analyst

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Cal Poly Pomona Student Managed Investment Fund | Aug 2019 - Dec 2020

Managing Director

- Lead a team of 14 analysts managing over $200,000 in assets for the Chartered Financial Analyst Society of Orange County achieving out- performance of 4% vs. the stated benchmark - Built and optimized a portfolio of fixed income and equity securities - Performed equity screening using valuation metrics such as gross profit to total assets, price to cash flow, and ROIC - Performed individual stock analysis on equities in the industrial and consumer discretionary sectors.
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Capstone Partners Financial and Insurance Services | Jan 2018 - May 2020

Financial Services Professional

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Diamond Window Cleaning | Jun 2017 - May 2019

Manager

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Northwestern Mutual | Jun 2017 - Sep 2017

Intern

N/A

My Education

Take a look at my formal education

Bachelor's degree, Finance, GeneralCalifornia State Polytechnic University-Pomona | 2020

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