Tristan Stephani

WORK HISTORY

EDUCATION

ABOUT TRISTAN STEPHANI

I’m a finance graduate student at Fordham University, building on a strong foundation in economics and business analysis to deliver data-driven strategies that drive measurable impact.During my internship at Mercer, I analyzed healthcare claims data in Excel to identify cost-saving opportunities and enhance benefits strategy alignment with company financial goals. Collaborating with senior consultants, I helped design data-backed cost-reduction strategies, improving client satisfaction through clear, actionable reporting and presentations.At Notovox, a healthcare IT startup, I examined market intelligence on competitors, pricing trends, and business models to deliver strategic insights that shaped pricing strategies and boosted revenue while enhancing customer retention. My SWOT analyses and data-driven recommendations directly informed the company’s future sales approach.As Technology Portfolio Manager for College Street Capital, a student-run fund managing over in assets, I provided equity research on firms like CRWD, CALX, DIS, and PYPL. My stock recommendations, built on fundamental and technical analysis using Bloomberg and Capital IQ, supported strong returns aligned with the organization’s top-down investment strategy.I graduated summa cum laude from College of the Holy Cross with a 3.89 GPA in Economics and Anthropology while competing as an NCAA Division I varsity soccer player. Balancing academic excellence with athletics has honed my teamwork, discipline, and time-management skills.Technically, I’m proficient in Microsoft Office Suite, Excel modeling, Bloomberg Terminal, Capital IQ, MATLAB, and Python, with experience tackling complex datasets and statistical modeling.I’m passionate about applying rigorous data analysis to solve real-world financial challenges, identify opportunities for cost savings, and support strategic decision-making. I aim to keep developing as a finance professional dedicated to translating complex information into clear, impactful strategies that help organizations achieve their goals.