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Titan Capital Management Student Profiles

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Titan Capital Management

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Titan Capital Management Student Profiles Banner

Titan Capital Management Student Profiles

Meet the analysts of the future!

Class of 2023

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Brandon Bertnick

Adobe Spark: https://express.adobe.com/page/i59114FFJonLe/
Linkedin: https://www.linkedin.com/in/brandon-bertnick-296b10106/
Brandon Bertnick is a senior at Cal State Fullerton. He is majoring in business administration-finance and is expected to graduate in May 2023. Brandon serves as an investment analyst for Titan Capital Management. He and his team focus on the financials, REITs and utilities sectors. His goal is to put in as much work as possible to be able to grow his skills and be better than the day before. Upon graduation, he seeks employment as an analyst for corporate finance, wealth management, or private equity. Additional organizations Brandon is involved with includes the Finance Association. In the spring 2022 semester, Brandon served as the director of engagement for the Finance Association.

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Jericho Cezar

Adobe Spark: https://express.adobe.com/page/I8Zo2e956Htiq/
Linkedin: https://www.linkedin.com/in/cezar-jericho/
Since high school, I have been passionate about investing and uncovering value through macroeconomic and microeconomic analysis. My involvement with CSUF’s Finance Association and Student Managed Investment Fund have enabled me to connect with a wide range of students and industry professionals and gain hands on experience with security research. Through my tireless work ethic, positive attitude, and passion for learning, I make meaningful contributions to these organizations while still excelling academically.

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Jacob Douglis

Adobe Spark: https://express.adobe.com/page/Bt1FWjTHhlAD1/
Linkedin: https://www.linkedin.com/in/jacob-douglis/
I am a senior at Cal State Fullerton, pursuing a degree in business administration with a concentration in finance. I am expected to graduate in May 2023. I am an investment analyst with Titan Capital Management, and I am excited to apply my current skills and knowledge to Titan Capital Management. I have been interested in the world of finance for many years however, I do not know what career I want. I hope that everything I learn over this next year in Titan Capital Management will help me discover a career that I wish to pursue.

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Samuel Fedrow

Adobe Spark: https://express.adobe.com/page/CWQseDO647eCD/
Linkedin: https://www.linkedin.com/in/sam-fedrow-02bb02213
Sam Fedrow is an undergraduate student at Cal State Fullerton pursuing a bachelor's in business administration-finance. He developed a passion for finance after becoming involved in the CSUF Student Managed Investment Fund and diving into the world of investment analysis.
Through internship experience, Sam has learned how rewarding and engaging it is to work directly with businesses. He plans to pursue a position in investment banking upon his graduation in spring 2023.

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Jacquelyn M. George

Adobe Spark: https://express.adobe.com/page/5IbXS0pxM4tPI/
Linkedin: https://www.linkedin.com/in/jacquelynmgeorge/
Jacquelyn George is a senior at Cal State Fullerton studying finance and will be graduating in spring 2023. Through Jacquelyn’s current position as an investment analyst, she is learning how to conduct research, develop forecast models to produce thorough buy and sell reports for securities. Prior to Titan Capital Management, Jacquelyn held a position in her coed professional business fraternity, Delta Sigma Pi, where she learned the power of networking, planning and successfully executing. Upon graduation, Jacquelyn plans to work as a financial consultant or analyst for a company that fosters development, commitment, and community.

Andy Headshot

Ziyi (David) Jin

Adobe Spark: https://express.adobe.com/page/IpPMAupsm9yyC/
Linkedin: https://www.linkedin.com/in/david-jin-56211a57/
David Jin is a senior at Cal State Fullerton, majoring in business administration with a concentration in finance. Five years in the military shaped his gritty character. He is a hard charger who believes that a strong heart can take you anywhere. He self-studied for the CFA level 1 exam during deployment and scored top 10%. By the time he got into Titan Capital Management, he had already passed the CFA level 2 exam. He is passionate about investment. He is very enthusiastic, bold, and trustworthy. He hopes to challenge himself and gain further experience in the finance industry. He will pursue a career in investment banking or asset management.

Andy Headshot

Brandon Patrick Leon

Adobe Spark: https://express.adobe.com/page/HQ05iexW8hT0N/
Linkedin: https://www.linkedin.com/in/brandon-leon-608637189/
I am a second year MBA student at Cal State Fullerton, concentrating in finance with an expected graduation date of May 2023. My undergraduate studies were at University of California, Irvine majoring in sociology but have a passion for finance. I am an investment analyst for the Titan Capital Management program at CSUF where I am passionate to develop a deeper understanding of the financial markets and analysis in addition to connecting with many bright minds. My team focuses on the industrials, materials, energy, and communication services sectors and work together to manage assets that help contribute to the prudent portfolio that has been crafted over the years. I am also studying to achieve a CFA level 1 in spring 2023. Upon graduation, I hope to work in the equity research field as I believe it is my strongest and most passionate area, but I am studying bonds and options/futures to become a well-rounded financial analyst.
In my free time, I attend a lot of sporting events, play golf, or volunteer coach little league teams. I am very passionate about cryptocurrency. I have owned cryptocurrency since 2015 and I have gone as far as creating my own NFT in 2021 that sold over 1,000 images. My experiences been a major driving force for wanting to understand financial markets, macroeconomics, and most importantly, equity research on the global scale.

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Israel S. Nazari

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Linkedin:
Israel S. Nazari is a senior at Cal State Fullerton pursuing a degree in business administration with a concentration in finance. His experience includes real estate asset management for a private firm in Garden Grove and investment analyst for Titan Capital Management in Fullerton. Israel takes pride in his impeccable work ethic, strong negotiation abilities, and critical problem-solving skills. He is expected to graduate in May 2023 and hopes to seek opportunities in wealth management or financial analyst roles. Outside of his academic involvement and professional career, Israel enjoys volunteering with Big Brothers Big Sisters of America by mentoring youth, traveling, and spending time with his family and rescue dogs.

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Ngoc Nguyen

Adobe Spark: https://express.adobe.com/page/1U2a8bTNlGb28/
Linkedin: https://www.linkedin.com/in/ngocinvests/
Ngoc Nguyen is a senior at Cal State Fullerton majoring in business administration with a concentration in finance. She had three years of experience working as a property manager for Superior Beach Homes, LLC., a privately owned real estate company, where she discovered her passion for finance, investments, and real estate. She currently serves as an Investment Analyst for Titan Capital Management, collaborating with two other students to oversee the Information Technology sector in the portfolio. In addition, she has an internship with Link Logistics Real Estate as a property management administrator where she provides support to four property management teams overseeing 165 industrial properties in the Los Angeles area. She is determined to gain valuable experience and develop a deep understanding for the world of finance and real estate. Ngoc is expected to graduate in May 2023, she hopes to acquire a career within the commercial real estate industry.

Andy Headshot

Carlos Cardenas Osornio

Adobe Spark: https://express.adobe.com/page/e23uy8Jyzc2or/
Linkedin: www.linkedin.com/in/ccardenas7
Carlos Cardenas Osornio is a senior at Cal State Fullerton. He is pursuing a degree in business administration with an emphasis in finance, expected to graduate in May 2023. Carlos is looking to challenge himself, gain further experience and opportunities to develop himself as an investor and a professional. As an investment analyst for Titan Capital Management, Carlos will be seeking to sharpen his skills in financial analysis, valuation, modeling, portfolio management, and team building. Upon graduation, Carlos is seeking opportunities as a financial analyst in investment banking, asset management or equity research.

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Tyler Peyatt

Adobe Spark:
Linkedin: https://www.linkedin.com/in/tyler-peyatt
My name is Tyler Peyatt, and I am a senior majoring in finance with a minor in economics at Cal State Fullerton. I have studied and worked in the fields of mechanical and biomedical engineering before following finance as a career path. I am grateful to be involved with the Titan Capital Management Program as well as Cal State Fullerton's Student Managed Investment Fund (SMIF) where I am the vice president.

Andy Headshot

German Romero

Adobe Spark: https://express.adobe.com/page/2NsHyeawlp135/
Linkedin: https://www.linkedin.com/in/german-romero-2a97b41b8/
German Romero is a rising senior at Cal State Fullerton where he is pursuing a bachelor's degree in business administration with a concentration in finance. He is expected to graduate in spring 2023. German is an investment analyst for Titan Capital Management and a student programmer for Associated Students Inc. at CSUF. In June, he just finished his College-to-Career Program at UCLA. He has an extensive work history in client services and relationships, which along with his affinity for numbers has led him to pursue a career in finance.
German is passionate about learning and exploring new ideas. He is a people person and loves meeting and connecting with people from all sorts of backgrounds. He loves the outdoors and plays sports and hikes on his free time. He spends other free time with family or friends, or learning something quirky.

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Houston Santillan

Adobe Spark: https://express.adobe.com/page/eSjDLKzjQIL5K/
Linkedin: https://www.linkedin.com/in/houstonsantillan/
Houston Santillan is a senior at Cal State Fullerton pursuing a business administration degree with a concentration in finance. Houston's expected graduation date is May 2023. Along his academic journey, Houston has developed his skills in financial modeling, fundamentals in valuation, and conducting equity research. He plans to expand his fundamental knowledge in Finance through his current role as an investment analyst in Titan Capital Management. Upon graduation, Houston will seek opportunities in investment banking, equity research, or asset management. Houston is currently preparing to sit in for the CFA L1 Exam in the upcoming year 2023.

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Daniel Tseng

Adobe Spark: https://express.adobe.com/page/zZBJk14Vcx8F7/
Linkedin: www.linkedin.com/in/danielatseng/
Daniel Tseng is a senior at Cal State Fullerton pursuing a degree in business administration with a double concentration in finance expected to graduate in May 2023. He hopes to gain invaluable financial knowledge and hands-on experience from Titian Capital Management to apply in the real world. In addition, he is involved in multiple clubs on campus including Delta Sigma Pi, Finance Association, Accounting Society, and intramural volleyball. Upon graduation, he hopes to work in an investment banking or M&A advisory role.

Andy Headshot

Margaret R. Truong

Adobe Spark: https://express.adobe.com/page/2TswaVTT6A9Hy/
Linkedin: www.linkedin.com/in/mrosefin
With enthusiasm for the financial world, Margaret Truong has pursued a bachelor's degree in business administration-finance at Cal State Fullerton. Beside her major, Margaret is also minoring in mathematics and economics. She is expected to graduate in May 2024. Margaret has a handful of experience in managerial decision-making when assisting her managers at Best Western Hotel. In addition, she serves as an investment analyst for Titan Capital Management. At TCM, with another teammate, she manages the CSUF’s President Scholar Portfolio to generate annual sufficient returns in equity and bonds to fund for one scholar while preserving the initial capital for the future. Her interest in finance lies in mergers and acquisitions, short sales, IPOs, and corporate finance. After graduation, Margaret hopes to land on a career in investment banking as an M&A analyst or investment analyst. She is also considering pursuing an advanced degree in finance in the future.

Class of 2022

    
Andy Headshot

Aaryaman (Andy Malu

Adobe Spark: https://spark.adobe.com/page/A6bVlWs8aSDeJ/
Linkedin: https://www.linkedin.com/in/aaryamanmalu/
I'm a senior at California State University, Fullerton majoring in Business Administration with a concentration in Finance. I have been to school in 4 different countries. In addition to my role as an Investment Analyst at Titan Capital Management, I have internship experiences in Corporate Finance and I'm the Equity Lead for the Student Managed Investment Funds. I have a strong passion for the financial markets and the process of analyzing companies through fundamental strategies. I want to learn and gain as much experience as possible to develop a strong understanding and skill set needed to succeed in the world of Finance. I am interested in cryptocurrencies, and I have been doing constant research in that space. I'm also super passionate about sports and I have played 7 sports competitively. 

    
Alex

Alexandra Bryn Mendoza

Adobe Spark: https://spark.adobe.com/page/ryDbagnefg0ZP/
Linkedin:
Alexandra “Alex or Bryn” Mendoza is an undergraduate student at California State University, Fullerton expected to graduate May 2022 with a Bachelor’s in Business Administration with a concentration in Finance. In addition to this role as Investment Analyst at Titan Capital Management, she also serves as the Director of Equity for the Student Managed Investment Fund, and as a past intern for Morgan Stanley. Alex aims consistently to thoroughly understand all components of a challenge before moving forward and is known to be an enthusiastic presence in her teams. She takes charge with setting hard deadlines, monitors her progress carefully, and remains organized. Upon graduating in May 2022, Alex seeks any positions relating to financial analysts in corporate finance, asset management, and private wealth management.

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Amir Zafary

Adobe Spark: https://spark.adobe.com/page/hxcpoeNEancSl/
Linkedin: https://www.linkedin.com/in/amir-zafary

My name is Amir Zafary and I am a current senior majoring in accounting at California State University, Fullerton. I am an investment analyst for the Titan Capital Management program at CSUF where we cover three client portfolios and generate returns in respect to client goals and objectives. My team focuses on the industrials and communication services sectors. Upon graduation, I plan to seek employment as a financial analyst in the asset management, corporate finance and investment banking industries.

In my free time, you can find me playing lacrosse with the MCLA Division II Fullerton team, or playing guitar. I have served as the Interfraternity Council President at CSUF and as a counselor for the American Legion Boys State program in an effort to continually give back to my community.

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Christian Merida

Adobe Spark: https://spark.adobe.com/page/qttrRTggWvaSw/
Linkedin: https://www.linkedin.com/in/christian-merida/

Christian Merida is a senior at California State University, Fullerton pursuing a degree in Business Administration with a concentration in Finance expected to graduate in May 2022. He hopes to challenge himself and gain further experience and opportunities to develop his skills as an investor.  As an investment analyst for Titan Capital Management, he practices financial analysis, modeling, valuation, portfolio management, and team-building skills. In addition, Christian will be serving as the Director of Fixed Income for the upcoming year, where he will be responsible for reporting performance to the CFA OC and help students feel welcome and inspired to become future TCM analysts. Upon graduation, he hopes to pass the CFA Level 1 and pursue a career in wealth management, investment banking, M&A, or securities analysis. 

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Connor Joe

Adobe Spark: https://spark.adobe.com/page/1omDgYzbM7UK2/
Linkedin:

Connor is a senior at California State University of Fullerton majoring in Business Administration with a concentration in Finance. He hopes to learn and gain financial analysis experience from Titan Capital Management to use in the finance world. In addition, he has been actively involved in extracurricular organizations on campus, such as the Executive Director for Special Events in the Business Honors Program and a member of the ASI Advisory council. Upon graduation in Spring 2022, Connor hopes to land a full-time job as a financial analyst or financial advisor. 

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Eira Tobrand

Adobe Spark: https://spark.adobe.com/page/gpxMgRChc8T9X/
Linkedin: http://www.linkedin.com/in/eiratobrand

I am a senior at California State University, Fullerton where I am double majoring in Economics and Business Administration, Finance. I am also a student athlete playing for the Women’s Tennis Team as well as the Client Liaison for the Student Investment Fund. As an Investment Analyst for Titan Capital Management, I am developing my critical thinking ability, financial modeling skills, valuation techniques, and presentation skills. Upon graduating in May 2022, I plan to pursue a career in investment banking, private equity, or wealth management. I have a big interest in ESG and I am hoping to incorporate that into my career as well.

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Fredy Arroyo Garcia

Adobe Spark: https://spark.adobe.com/page/J4p1HH3QL8mJf/
Linkedin: https://www.linkedin.com/in/fredyarroyo/

Hello, my name is Fredy Arroyo. My graduation date is May 2022, and I will obtain a bachelor’s degree in Business Administration with a concentration in Finance and a minor in French. I am an Investment Analyst for the Health Care Sector at Titan Capital Management. Through my current position at TCM, I collaborate with the other Health Care analysts to forecast which underlying security will generate consistent returns to outperform the benchmark. I have spent most of my early career in Finance learning how to apply my core competencies in financial analysis and discounting cash flow models to generate investment ideas that will give me an advantage in making smarter investment decisions.

I currently speak French, Spanish and am learning German. I am an enthusiast for learning languages because upon graduating in May 2022, I am looking to pursue a career in Investment Banking or Wealth Management with a reputable finance firm in Europe or a USA-based firm that regularly conducts business with an international firm.

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Isaiah Calvillo

Adobe Spark:
Linkedin: https://www.linkedin.com/in/isaiah-calvillo-158890196/

Isaiah Calvillo is currently an undergraduate student pursuing his B.A. in Business Administration. His passion for all things business led him to a joint concentration in Accounting and Finance with a minor in Economics.  

Upon graduating in Spring 2021, Isaiah plans to pursue a career in either Investment Banking, Asset Management, or Corporate Finance. Isaiah has had a passion for finance since the age of 13 when he interviewed his first financial professional (a VP of Wealth Management at Merrill Lynch). Through Titan Capital Management, he strives to keep growing and advancing his knowledge in finance while maintaining and growing the wealth of our clients. 

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James Mar

Adobe Spark: https://spark.adobe.com/page/c07Nmj3w1dAAC/
Linkedin: https://www.linkedin.com/in/james-mar-0aba41171

James is currently an undergraduate student at California State University, Fullerton pursuing a business administration degree with concentrations in finance and business analytics. His Titan Capital Management analyst team covers the information technology sector. Through Titan Capital Management, he plans to sharpen his financial modeling and analytical skills. Outside of school, he enjoys hiking and listening to jazz. James expects to graduate in Spring 2022 begin his career in commercial banking, corporate finance, or investment banking and welcomes inquiries.

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John Gomez

Adobe Spark: https://spark.adobe.com/page/bHXFpdiJkQYYU/
Linkedin: https://www.linkedin.com/in/johngomezsf1

John Gomez is a senior at California State University, Fullerton pursuing a bachelor’s degree in business administration with a concentration in finance. John has developed the skills to analyze investments and make complex financial models by managing his family’s portfolio and taking various investment courses, along with his experience as the Assistant Director of Equity and Equity Analyst for the university's Student Managed Investment Fund. John seeks to further strengthen his investing and interpersonal skills through his current investment analyst role in Titan Capital Management. Upon graduation, John will be seeking opportunities in investment banking, equity research, or private equity.

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Jordan Loo

Adobe Spark: https://spark.adobe.com/page/YSlVeNrCZ7U8P/
Linkedin: https://www.linkedin.com/in/jordan-loo-957b951b8/
Jordan Loo is a senior at California State University, Fullerton. He is studying Business Administration with a concentration on Finance and expects to graduate in May 2022. He is currently an investment analyst at CSUF’s Titan Capital Management and has recently passed the FINRA Securities Essentials Exam. Upon graduation, he plans to sit in on the series 6 and 7 exam or the CFA level-1 exam. He will be pursuing a career in asset management or wealth management and would love to obtain a master’s degree in finance.  

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Luz Luevano

Adobe Spark: https://spark.adobe.com/page/O5kwmn4GuDsRp/
Linkedin: http://www.linkedin.com/in/luzluevano

Luz is a senior at California State University, Fullerton studying Finance with a graduation date of May 2022. As an Investment Analyst for Titan Capital Management, Luz strives to learn and gain experience to further develop her skills in valuation, financial modeling, data analysis, portfolio management skills, and public speaking. Aside from her role in TCM, she is involved on campus currently as a Lead Peer Advisor at the Office of Financial Aid and previously as the Administrative Chair of the Association for Intercultural Awareness. Upon graduation, she is seeking opportunities as a financial analyst in asset management, investment banking, private equity, and corporate finance.

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Nicholas Laica

Adobe Spark: https://spark.adobe.com/page/UpDmDLFWvFmub/
Linkedin: https://www.linkedin.com/in/nicholas-laica/

Nicholas is a senior at California State University, Fullerton pursuing a Bachelor’s in Business Administration, Finance concentration, and is expected to graduate in 2022. Nicholas currently serves as the Vice President of CSUF’s Student Managed Investment Fund (SMIF) and strives to maintain an open, safe, and collaborative experiential learning experience for all students, analysts, and leaders in the SMIF program. Nick hopes other students will feel the warm welcome he was given when he joined SMIF in 2020. Nick’s goal is to pursue a career in institutional investing and become a portfolio manager. Nick is eager to progress his education after graduation with the hope to obtain his CFA level I and will be seeking opportunities in investment research and asset management.

Outside of his direct academic involvement, Nick served as the Vice President of Corporate Relations for CSUF Finance Association. In this role, Nick connected industry professionals with the Finance Association so they could speak on their career’s journey, provide insight on what they do in their role, and give advice to students looking to follow a similar path.

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Tuan Hoang

Adobe Spark: https://spark.adobe.com/page/finkMrEukO17g/
Linkedin: https://www.linkedin.com/in/tuanqhoang/

Finance is in Tuan Hoang’s blood. From managing his childhood’s humble wealth in Vietnam to overseeing a $2.4M portfolio with his team at Titan Capital Management, Tuan has always enjoyed maximizing one’s wealth and protecting it down the line. Relationships are equally important to him. Tuan prioritizes building connections and collaborating to achieve collective goals. He feels successful when he is able to improve outcomes for the people around him. Currently a senior at CSUF College of Business and Economics, Tuan is expected to graduate summa cum laude in May 2022 with a bachelor’s degree in business administration. He is seeking a career in asset and wealth management and gladly welcomes inquiries.

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Vaida Dokovic

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Linkedin:

Vaida Dokovic is a senior at California State University of Fullerton. She is majoring in Business Administration with a concentration in Finance. Currently, Vaida is an Investment Analyst at Titan Capital Management where she will enhance her communicating, forecasting, and financial modeling. She enjoys being involved in different organizations on campus. Vaida is part of a club on campus called Finance Association. She is working as a Financial Analyst at loanDepot where she, to name a few, develops financial reports and models for the senior staff, and utilizes company metrics while conducting market research to assist with performance analysis.

Vaida enjoys working in a team because she is great at communicating, being a team player, and has excellent time management and organizational skills. She is expected to graduate May 2022. Upon graduation, Vaida hopes to begin her journey of becoming a successful Analyst within the finance industry.

Class of 2021

    
Alex Hartman

Alexis Hartman

Adobe Spark: https://spark.adobe.com/page/5ZyddLGADVctp/
Linkedin: https://www.linkedin.com/in/alexis-hartman-433539195/
Alexis Hartman is an undergraduate student at California State University, Fullerton expected to graduate cum laude, in 2021, with a Bachelor's in Business Administration and a concentration in Finance. She has a robust extracurricular track record, encompassing leadership, volunteer, and academic roles. Outside of CSUF, she has participated in activities with the Harvard Business School. Alexis has gained hands-on experience in finance and corporate business during her undergraduate career and strives to develop her fundamental analysis skills during her time with Titan Capital Management. Looking forward, she aims to apply her enthusiasm for valuations, deal processes, and the markets to the world of investment banking, private equity, or equity research. She is currently seeking analyst opportunities and gladly welcomes inquiries.


    
Andrew Ochoa

Andrew Ochoa

Adobe Spark: https://spark.adobe.com/page/AectyDZ4D3TlK/
Linkedin: https://www.linkedin.com/in/andrew-m-ochoa

Hello, my name is Andrew Ochoa. I am a senior at Cal State Fullerton pursuing a bachelor’s degree in Business Administration with a concentration in Finance. I have had a passion for the study of business and finance at an early age which continues to motivate me to further a career in the investment field.

I am currently an investment analyst at Titan Capital Management among 23 other individuals. As a team, we manage three portfolios of collectively over $1.5 million. This program has helped me grow and gain experience in which I have applied in managing my own personal investment portfolio. These positions have allowed me to self-discover and enhance my interests in the financial market.

As I advance through my education, my passion for business and financial analysis continues to develop. Upon graduating in May 2021, I will work towards obtaining CFA Level 1 and an analyst position in the investment field.

    
Azaan Barlas

Azaan Barlas

Adobe Spark: https://spark.adobe.com/page/xDvq49emBSaTd/
Linkedin: https://www.linkedin.com/in/azaan-barlas/

My name is Azaan Barlas. I am currently a senior at California State University of Fullerton, studying Business Analytics with a minor in Computer Science. I was introduced to investments and the world of finance after the rough experience of the 2008 recession. That was when I learned the power of investments, and it inspired me to analyze the financial world around me. I have gained experience in the business world through many different avenues, and I believe these varied challenges only help me gain perspective in the finance world. I enjoy analyzing data myself and as an Investments Analyst at Titan Capital Management I feel I am truly able to learn more about gaining new insights from numbers. I am constantly challenging myself. Out of college I would like to pursue a career in data analysis, hopefully in the world of finance.

    
Brandon Watson

Brandon Watson

Adobe Spark: https://spark.adobe.com/page/Qyqrp7UvQNS1b/
Linkedin: https://www.linkedin.com/in/brandonwatsont/

Brandon is a junior at California State University, Fullerton majoring in Business Administration with a double concentration in Accounting and Finance. In addition to his current role as an Investment Analyst at Titan Capital Management, Brandon has also served as an equity analyst for the Student Managed Investment Fund and Launch Intern at Ernst and Young. He has been actively involved on campus serving as the Vice President of Finance for Beta Alpha Psi, Director of Marketing for the Finance Association, and Lifeguard at the Student Recreation Center. He plans to graduate in May 2022 and pursue his CFA credential.

    
Dan Regan

Dan Regan

Adobe Spark: https://spark.adobe.com/page/WF7caCYo50aKd/
Linkedin: www.linkedin.com/in/preprodan

Dan is a graduate student looking to get the most out of his education. He is driven to succeed in TCM because he knows it will translate to success in his career. Dan hopes to one day be a great investor, and one wealthy enough to support others in the pursuit of their goals.

    
Daniel Prichard

Daniel Prichard

Adobe Spark: https://spark.adobe.com/page/BT5nhwJ5CPECa/
Linkedin: https://www.linkedin.com/in/danielprich/

Daniel is an aspiring student and employee that has a passion for finance and is determined to make a difference in the industry. He wants to learn more by building his career path with continued experience. While managing clients at a small accounting firm and owning his own business, he has shown high levels of professionalism, organizational skills and problem solving. He is currently finishing his senior year at California State University Fullerton School of Business.

    
Dylan Bertalli

Dylan Bertalli

Adobe Spark: https://spark.adobe.com/page/hqA3WNiI2idBq/
Linkedin: https://www.linkedin.com/in/dylan-bertalli/

Dylan Bertalli is an undergraduate business student pursuing a degree in finance with an emphasis in investments from the Mihaylo College of Business at California State University, Fullerton. Dylan has two years of experience in financial analysis and portfolio management from overseeing his personal portfolio which is comprised of stocks. Through the skills he develops in the Titan Capital Management student investment program, he hopes to gain an internship position in investment banking, security research, private equity, or venture capital.

    
Dylan Patel

Dylan Patel

Adobe Spark: https://spark.adobe.com/page/ILcKlH3yLstxL/
Linkedin: https://www.linkedin.com/in/dylanpatel0515/

Dylan Patel is a senior at California State University, Fullerton majoring in Business Administration with a concentration in Finance. As an analyst at Titan Capital Management, Dylan aims to continue developing his financial skills, specifically in data analysis and financial modeling. Upon graduation, his plan is to take the CFA level one exam in June 2021 and pursue a full-time position in equity research, investment banking, and asset management.

    
Edgar Lucatero

Edgar Lucatero

Adobe Spark: https://spark.adobe.com/page/I4V5100yvYBYk/
Linkedin: https://www.linkedin.com/in/edgarlucatero/

Edgar is an undergraduate finance student at Cal State Fullerton. Many of his interests are on the technology side with applications to finance such as statistical modeling with programming languages. Edgar is currently a data analyst intern at Kai-Connect where his primary function is to analyze sales data from thousands of customers to guide the firm’s sales team as to where best to direct their efforts. Upon graduation in the Spring of 2021, Edgar plans to sit for the CFA level one exam and will be pursuing a career in private equity and investment banking.

    
Gabriel Vendeth

Gabriel Lopes Vendeth

Adobe Spark: https://spark.adobe.com/page/Be7dkmjyCbhK3/
Linkedin: https://www.linkedin.com/in/gabriellopesvendeth/

Gabriel is an industrious senior at California State University, Fullerton pursing a degree in Business Administration with an emphasis in Finance. Over the years he has developed an interest in and detail-oriented approach to analyzing financial markets, which he aims to continuously refine through experience at Titan Capital Management and CSUF's Student Managed Investment Fund. Upon graduation, Gabriel is driven to succeed in a full-time position in private equity, investment banking, or wealth management. In his spare time, Gabriel enjoys playing guitar and driving exciting cars.

    
Jacie Chan

Jacie Chan

Adobe Spark: https://spark.adobe.com/page/ll9hsGcqlYFJ9/
Linkedin: https://www.linkedin.com/in/jacie-chan/

Jacie is a senior at California State University, Fullerton majoring in Business Administration with a concentration in Finance. As an Investment Analyst for Titan Capital Management Jacie strives to learn and gain as much experience as possible in order to develop the skill needed to succeed in the world of Finance. Jacie has been actively involved in extracurricular organizations on campus such as Finance Association and is a Compliance Officer in the Student Investment Fund. Upon graduation in Spring 2021, Jacie hopes to land a full-time job within the investment industry.

    
Jason Cruz

Jason Cruz

Adobe Spark: https://spark.adobe.com/page/FQNuI6jy82bVm/
Linkedin: www.linkedin.com/in/jason-cruz-34a59a193

My name is Jason Cruz and I am currently attending California State University Fullerton. I am majoring in business with a double concentration in accounting and finance. I am in my final year of college with my graduation date being May 2021. I am seeking positions in corporate finance, valuation, asset management and accounting.

    
John Redoutey

John Redoutey

Adobe Spark: https://spark.adobe.com/page/RoiymOM5kJ1dZ/
Linkedin: https://www.linkedin.com/in/john-redoutey-543190151

I am currently a senior at California State University, Fullerton, looking to graduate Summer 2021. I am pursuing a bachelor's degree in Business Administration with a focus in Finance. Upon graduating I am looking pursue a career as a financial analyst in either corporate finance, asset management, private wealth management and private equity.

    
Keiichi Ono

Keiichi Ono

Adobe Spark: https://spark.adobe.com/page/MEh52zZw3xGfF/
Linkedin: https://www.linkedin.com/in/keiichi-ono/

Keiichi Ono is a senior at California State University, Fullerton majoring in Business Administration with a concentration in Finance and a minor in Economics. He is passionate about analytics and financial systems and is working to expand his knowledge from Titan Capital Management as well as any given opportunity. Upon graduating in May 2021, Keiichi seeks for any positions relating to financial analysis or investment banking.

    
Kenneth Wolin

Kenneth Wolin

Adobe Spark: https://spark.adobe.com/page/S86zkGOb5DIzX/
Linkedin: https://www.linkedin.com/in/kennethwolin/

Kenneth is a senior at California State University, Fullerton majoring in Business Administration with concentrations in Finance. He is in leadership positions at CSUF as the Vice President of the Student Managed Investment Fund and the Director of Operations for the Finance Association. Upon graduation Kenneth is seeking opportunities as a financial analyst in asset management, investment banking, wealth management, and corporate finance.

Kenneth enjoys surfing, eating tacos, and listening to music.

    
Nathan Seawater

Nathan Seawater

Adobe Spark: https://spark.adobe.com/page/MB50OjPvv6iK5/
Linkedin: https://www.linkedin.com/in/nathanseawater/

Nathan is a strategic and analytical finance student with success in financial modeling, analysis, and team leadership. Having spent nearly the last decade as a retail equity trader, Nathan has experienced many ups and downs with the markets. He actively volunteers by donating time at the red cross, serving food to the homeless, and regularly attending local beach cleanups. As President of the Student Managed Investment Club, Nathan strives to educate and encourage new members with the same warmth and inspiration that was given to him when he first joined. Nathan looks forward to progressing his education, experience, abilities, and passion in finance towards a lucrative career within investment analysis and asset management.

    
Rodolfo Mendoza

Rodolfo Mendoza, Jr.

Adobe Spark: https://spark.adobe.com/page/IV7xSN9GVvb4t/
Linkedin: https://www.linkedin.com/in/rodolfo-mendoza-96050a195/

Rodolfo Mendoza is an undergraduate business student at California State University, Fullerton concentrating in Finance. He has a passion for the financial markets and the process of analyzing companies through technical and fundamental strategies. Rodolfo has experience with trading equities with a live account for over two years, he funded his account himself after working with his dad in the construction field. He is an upcoming senior and is on track to graduate in May 2021 looking to pursue his career in private equity, investment banking and investment management.

    
Rohan Ronvelia

Rohan Ronvelia

Adobe Spark: https://spark.adobe.com/page/52jc0s53LC6YL/
Linkedin: https://www.linkedin.com/in/rohan-ronvelia/

My name is Rohan Ronvelia, a finance student at California State University, Fullerton graduating in May 2022. I have internship experience in finance, accounting, and wealth management. My goal is to pursue a career in investment banking, and potentially live and work outside of the United States. I hope to pursue the things I love and meet people that do the same.

    
Ryan Joblon

Ryan Joblon

Adobe Spark: https://spark.adobe.com/page/sE31V2yEaChTA/
Linkedin: https://www.linkedin.com/in/ryan-joblon-919435173/

My name is Ryan Joblon. I am currently a senior at California State University, Fullerton. Upon graduating, I seek employment as an analyst at an investment bank. As of May 2020, I have joined CSUF's Titan Capital Management as a student equity analyst. The team that I am apart of specializes in the information technology sector. As an analyst, it is my responsibility to write equity research reports that include discounted cash flows analysis, comparable valuations, and asset allocation. In TCM, our team is responsible for managing three funds. These funds include the TCM Equity Fund, TCM Bond Fund, and the President Scholar's Fund.

    
Sean Harper

Sean Harper

Adobe Spark: https://spark.adobe.com/page/mfIdP7yivMV9s/
Linkedin: linkedin.com/in/sean-harper-21914417a

My name is Sean Harper, and I am currently a senior at California State University Fullerton expecting to graduate with honors in May of 2021. I am pursuing a bachelor’s in business administration with a concentration in finance. Upon graduation, I am seeking opportunities as a financial analyst in asset management, corporate finance, and investment banking.

    
Skylar Moyer

Skylar Moyer

Adobe Spark: https://spark.adobe.com/page/DJ31Tqjhm507u/
Linkedin: https://www.linkedin.com/in/skylar-moyer-8834a58a/

Skylar is a 3rd year transfer student at California State University, Fullerton majoring in Business Administration with a concentration in Finance. In addition to his role as Investment Analyst with Titan Capital Management, Skylar brings a background of data and risk analysis. He is currently studying for his CFA exam with the intention of taking the Level 1 exam his senior year. Upon graduation, he is seeking an analyst position in equity research, investment banking or private equity where he can put his passion for the financial markets to work.

    
Tanner Larson

Tanner Larson

Adobe Spark: https://spark.adobe.com/page/gJxT7lYXAd9Te/
Linkedin: www.linkedin.com/in/tanner-larson-790225139

Tanner Larson is a senior at California State University, Fullerton studying towards a Bachelor's in Business Administration with a concentration in Finance. Tanner is participating in Titan Capital Management to improve his knowledge surrounding asset management and financial modeling. Tanner is actively working to take the CFA level 1 exam by graduation. Tanner has an expected graduation date of May 2021 at which point he will be pursuing a career in the investment field.

    
Vanessa Gonzales

Vanessa Gonzales Flor

Adobe Spark: https://spark.adobe.com/page/OsWfQh3hG6p8g/
Linkedin: https://www.linkedin.com/in/vanessa-gonzalez-611957b2/

Vanessa Gonzalez is a senior at California State University, Fullerton majoring in Business Administration with a concentration in Finance. As an analyst at Titan Capital Management, Vanessa is further developing her skills in financial modeling, data analysis, business writing, and public speaking. She enjoys being involved in her community through the Financial Association. She is seeking an internship or part-time opportunity within investment banking, asset management, or private equity.

    
Weston Weinberg

Weston Weinberg

Adobe Spark: https://spark.adobe.com/page/Ic29Nhzzzt2Ir/
Linkedin: https://www.linkedin.com/in/weston-weinberg-8aa513159/

My name is Weston Weinberg and I am an undergraduate Business Finance Student at California State University, Fullerton who will be graduating in 2021. Currently, I am an Investment Analyst at Titan Capital Management specializing in fixed-income securities and infotech equity. At the same time, I am a Finance Intern at Ceramtech where I use my financial skills to liaison strategic partnerships within in the same industry.

From age four to age nine, my father ran a successful business that was fruitful for my family. After my tenth birthday, my family’s financial position worsened due to bad investments by my father. Once I became old enough, I knew that I did not want to make the same mistakes as them: this led me to finance. I believe having knowledge about the financial industry will help me never be in this position again.

Upon graduation, I will take the CFA Level I exam to help increase my financial knowledge. This way, I can help those who need it. My goal is to use my fundamental skillset to help others achieve their own financial freedom.

Cal State Fullerton
College of Business and Economics
address2550 Nutwood Ave
Fullerton, CA 92831
emailCBEreceptionist@fullerton.edu phone657-278-4652
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