ValueWorks LLC

Context

ValueWorks was my first professional role — I was in high school at the time, in my senior year at ICE (Institute for Collaborative Education). This was an early exposure to financial analysis and client-facing professional work.

[TODO: What kind of firm was ValueWorks — RIA, family office, boutique advisory? What was the focus area?]

What I Worked On

• Salesforce marketing project: [TODO: what did this involve — list management, campaign setup, CRM cleanup?]
• Historical trade analysis: [TODO: what kind of analysis — back-testing a strategy, reviewing historical performance, building a model in Excel?]
• Investment thesis proposal: [TODO: what was the thesis — a specific company, sector, or strategy pitch?]

What I Took Away

[TODO: Brief reflection — this was early in your career so even a sentence about what made you interested in finance/tech at this stage is great]