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No cost, no commitment - we'll make a personal intro
TK
Tony Ke
Mid-level finance analyst specializing in financial modeling and fundraising
FreelanceCal Poly PomonaRemote5 Years ExperienceMid LevelWorks On-Site
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Experience
Finance and FundraisingFreelance · Sep 2025 – Presentfreelance
Financial AnalystHealthierHere · Sep 2022 – Jun 2025
Investment Banking Summer AnalystTrue Blue Partners · Jun 2022 – Sep 2022internship
Investment Analyst/Portfolio AnalystCPP Student Managed Investment Fund · Jan 2021 – May 2022part-time
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Education
Cal Poly Pomonabachelor, Business Administration in Finance and Marketing Management (2022)
Skills
BudgetingMicrosoft WordMicrosoft ExcelMicrosoft PowerPointFinancial Research and AnalysisPro Forma ConstructionPortfolio Optimization ModelDCF ModelingPortfolio ManagementFinancial ModelingFinancial ForecastingFinancial ReportingCash Flow ModelingVariance AnalysisKPI/OKR Visibility
Languages
English
Certifications
Bloomberg Market Concepts (BMC) certified
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