
UCSB Investment Connection Treasurer, Strategic Investments Certificate
I'm entering my junior year at the University of California, Santa Barbara. I'm a passionate investor and aim to guide my peers into the world of investing. I am currently completing a Strategic Investments certificate through UCSB PaCE and plan on pursuing a career in Wealth Management.
Book a Free 30-min SessionI believe that investing is a necessary tool for college aged students to kickstart a successful financial future. Compound interest is exceptional as one starts their investing career as early as possible. I'm passionate about helping my peers understand the fundamentals of investing and building wealth from an early age.
UCSB Investment Connection
Mar 2025 – Present • Santa Barbara, California
Leading financial operations and treasury management for the university's premier investment organization.
UCSB Investment Connection
Mar 2024 – Present • 1 yr 7 mos • Santa Barbara, California
Analyzing investment opportunities and managing portfolio strategies for the student-run investment fund.
UCSB Finance Connection
Oct 2023 – Present • 2 yrs • Santa Barbara, California
Selected for exclusive General Finance Workshop focused on developing technical and behavioral skills necessary to succeed in financial settings.
UC Santa Barbara
Jul 2024 – Sep 2024 • 3 mos • Hybrid
Mentored incoming students in academic success strategies and university transition support.
Bachelor of Arts - BA, Economics/Accounting
2023 – 2027
Pursuing a comprehensive education in economics and accounting with focus on investment analysis and financial management.
Professional Certificate, Strategic Investment Program
Jan 2025
Advanced certificate program taken through UC Santa Barbara Professional and Continuing Education extension, focusing on strategic investment principles and portfolio management.
Book a free 30-minute consultation with Melanie to get personalized guidance on student investing, strategic investments, and building your financial future from college.
Schedule Your Free Session