Meet Jonathan!
Jonathan transferred to USF after earning an A.A from Eastern Florida State College. He initially enrolled in the Economics B.A. program, but after meeting with his advisor, he realized that switching to the B.S. in Quantitative Economics would accelerate his path to graduation and better align with his career aspirations in investment banking, asset management and private investment roles.
“Upon selecting my major, I noticed I had enough electives to pursue a minor. I aimed to choose a minor that would enhance my technical skills and open doors for future opportunities, including becoming a reserves pilot in the U.S. Military. This goal led me to pursue a minor in Geospatial Information Systems and Technology.”
Noteworthy experiences:
- SOFWERX Market Research & Technology Acquisitions Internship– “Through my internship at SOFWERX, me and my team have been responsible for finding, sourcing, and analyzing small businesses, tech startups, and experts in academia for the U.S. Special Operations Command. This experience has sharpened my analytical skills, enhanced my ability to evaluate emerging technologies, and provided me with valuable insights into the strategic processes behind technological acquisitions.”
- Investment Club at USF– “The Investment Club has been instrumental in my development, offering exposure to practical experience in financial analysis and asset management. Through my involvement, I have acquired essential skills in equity investments, due diligence, and financial modeling, which have been invaluable in both my academic and professional journey.”
- Association of Latino Professionals For America (ALPFA)- “ALPFA has provided me with numerous networking opportunities, professional development resources, and mentorship. These experiences have been crucial in preparing me for a career in finance, particularly through the connections and insights gained at the 2024 ALPFA National Convention.”
Competencies Jonathan identifies as being essential to his success:
- Communication
- Teamwork
- Leadership
- Technology
- Critical Thinking
- Equity & Inclusion
- Professionalism
- Career & Self-Development
Overcoming challenges: “Academically, math was not my strongest subject, and while completing my Bachelor’s in Quantitative Economics at USF, I faced challenges that required me to continuously adapt my study strategies and tailor them to my hands-on learning style. Whenever I struggled with understanding a concept, I relied on teamwork to overcome these obstacles. Pursuing a rigorous program like the B.S. in Quantitative Economics taught me the value of collaboration. My classmates and I formed study groups, becoming each other’s teammates. By working together and sharing our individual strengths, we were able to fully grasp complex concepts and succeed academically. This collaborative approach not only helped me overcome my academic challenges but also prepared me for future career endeavors by emphasizing the importance of teamwork and adaptability.”
Jonathan also had several support systems that contributed to his success during his time at USF:
- Investment Club – “offered hands-on experience in financial analysis, equity investments, and teamwork, enabling me to develop essential skills that have been crucial in both my academic and professional growth”
- ALPFA – ” played a pivotal role in my preparation for a career in finance and investment banking by providing access to networking opportunities, professional development, and mentorship”
- SALUTE Honor Society – “connected me with a community of high-achieving peers, offering continuous motivation and inspiration throughout my journey”
- The Office of Veterans Success and Student Veterans of America – “provided me with critical support and resources, which were instrumental in balancing my academic responsibilities with professional commitments”
- Dennis Mont’Ros (Center for Leadership & Civic Engagement) – “has been a key mentor, helping me effectively navigate and leverage various student and professional programs and resources to enhance my academic, professional and personal life”
- Professor Chris Jones – “has been a recent source of support, offering academic support, career advice, and encouragement that have greatly contributed to my development and success in the field of economics”
Recent accomplishments:
1. Attending the 2024 ALPFA National Convention
“After joining the USF ALPFA Chapter this year, I had the privilege of attending the 2024 National Convention. This experience significantly enhanced my professional network, allowing me to create lifelong relationships and gain valuable insights from industry leaders. The convention provided me with learning experiences that have been instrumental in preparing me for a successful career in finance.”
2. Securing an Internship at SOFWERX
“Through effective networking, I secured an internship at SOFWERX, where I have gained invaluable experience in market research and technology acquisitions. This role has allowed me to contribute to projects that support the U.S. Special Operations Command, sharpening my analytical skills and deepening my understanding of the technology acquisition process, but more importantly, contributing to keeping the U.S. warfighter safe.”
3. Contributing to STEM Events at SOFWERX
“At SOFWERX, I had the rewarding opportunity to contribute to the Sea Stars Event and the Girls Achieving Leadership in Aviation STEM events. Me and my team facilitated STEM challenges such as soldering circuit boards and building unmanned vehicles, empowering participants with hands-on experience and instilling confidence in their ability to pursue careers in STEM fields. These experiences not only reinforced the organization’s commitment to community engagement and education but also highlighted the importance of fostering the next generation of innovators.”
4. Achieving Top 20 Finalist at the Florida Investment Conference
“Through the Asset Management Division of the Investment Club at USF, I was part of a team that earned a Top 20 Finalist position at the prestigious Florida Investment Conference. Our team successfully pitched a comprehensive long-thesis investment on Simply Good Foods (SMPL), showcasing my ability to conduct in-depth financial analysis, develop strategic investment theses, and collaborate effectively within a competitive environment. This experience further solidified my skills in financial analysis and teamwork, key competencies that are essential for success in the finance industry.”
5. Induction into Phi Sigma Theta
“I was honored to be inducted into the Phi Sigma Theta honor society 2-3 weeks before graduation, an achievement that reflects not only individual academic excellence and leadership but also the collective commitment of the society to uphold and promote these values. This recognition underscores the importance of contributing positively to the university community and supporting the growth and success of fellow students through shared academic standards and leadership development.”
Jonathan’s advice to USF students: “Make sure to keep academics as your top priority, but also make it a goal to get involved in clubs, organizations, and events that align with your goals and aspirations. Developing good habits is crucial for maintaining balance and achieving success. This involvement will allow you to leverage your skills, land professional opportunities through networking, and provide you with relationships and lifelong friendships that will ensure you enjoy your college years.”