Fellow:Daniel Lima
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Bio
I am a Finance senior at Iona University with a minor in Economics and Artificial Intelligence, driven by a passion for entrepreneurship and a commitment to helping people achieve financial success. I believe the future of finance lies in blending traditional fundamentals with innovation—leveraging technology, data, and creativity to make smarter financial decisions accessible to everyone.
My experience in finance and accounting, combined with academic training in economics, portfolio management, and AI applications, has given me a strong foundation in financial analysis, modern portfolio theory, and data-driven investing. I enjoy taking complex financial concepts and transforming them into practical strategies that create real-world value.
Entrepreneurship is at the core of my career vision. I aspire to not only manage portfolios but also build ventures in finance and real estate that empower individuals and businesses to grow. By embracing innovation, I aim to design solutions that bridge gaps in the industry, making financial guidance more efficient, transparent, and impactful.
Achievements
- Received my Advanced Financial Modelling certification from FMI - Participated in the Iona Innovation Challenge - Was accepted into the Iona University GaelVentures Incubator for my business idea. - Led my teams as captain to multiple tournaments and trophy wins with my soccer teams over the years. - Got accepted to an internship in a Finance role for Fall 2025.