Carlos Cardenas ccardenasosornio@csu.fullerton.edu

About Me

Hi there! My name is Carlos Cardenas Osornio, and I am a undergraduate senior at California State University, Fullerton. I am pursuing a Bachelor of Arts in Business Administration with an emphasis in Finance. I am expected to graduate in May 2023. I am ambitious, driven, and eager to learn about the fast-paced world of Finance.

As of recent, I was able to achieve a position as an Investment Analyst at Titan Capital Management. In this role, myself and 15 other analysts manage a philanthropic endowment fund. Through this opportunity, I have been granted the ability to develop both my technical and soft skills alongside other analysts. Upon graduation, I plan on seeking a full time role within investment banking, asset management, or equity research.

Experience

Titan Capital Management

Investment Analyst (July 2022 - Present)

In this role, myself and 15 other analysts actively manage a blended portfolio of $3.5 Million. As an Investment Analyst, I work on buy/sell reports for the healthcare sector of the portfolio. I utilize my knowledge of fundamental analysis, macroeconomic analysis, valuation, and probability to find optimal investment opportunities based on the factors such as risk.

Latino Business Student Association

Vice President Of Finance (March 2022 - Present)

In this role, I manage all financial affairs of the club. Including budgeting for events, managing cash flows, and created scholarships for general members at the end of the semester. I analyzed historical data from past events to create a budget and forecast for future events of the club.

Union Bank

Branch Service Specialist (December 2021 - Present)

As a Branch Service Specialist, I performed tasks such as teller services, safe deposits, product referrals, and solved any account discrepancies with clients. This role allowed me to strengthen my skills in customer service and assisted with starting my path in the world of Finance.