James U.
Investment Manager
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About
Highly motivated with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised/supervised and quickly mastering new skills.
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Contact gagahi@umassglobal.edu about any/all internship scheduling opportunities.
Experience
Investment Manager - Self-employed - Temecula, CA
(2022-12)
- Maintaining relationships with external fund managers and brokers to ensure best execution of trades.
- Collaborating with legal counsels on structuring deals and documents required for closing transactions.
- Reviewing macroeconomic data such as GDP growth rates, inflation rates, interest rates.
- Providing guidance on tax issues related to various types of investments.
- Creating detailed financial models to assess risk and return of potential investments.
- Executing trades in accordance with approved investment strategies in order to maintain desired allocations.
- Identifying opportunities for improving portfolio performance through research, analysis and market trends.
Social Worker - Home Care Services - Temecula, CA
(2020-01 - 2022-12)
- Provided crisis intervention services, as needed.
- Collaborated with family members to provide comprehensive support services to clients.
- Advised families regarding guardianship arrangements when appropriate.
- Worked collaboratively with other professionals such as psychiatrists, psychologists, and nurses to coordinate care for clients.
- Provided direct clinical social work services to individuals and families in a mental health setting.
CEO - Monster Jay Media - Temecula, CA
(2011-01 - 2020-01)
- Operated as sole proprietor of media company, acquiring broadcast licenses and producing original content.
- Provided comprehensive production equipment setup and management for various clients.
- Facilitated broadcasting of external content, expanding overall service scope.
- Sold media company in January 2020, leading to subsequent dissolution by new ownership.
Education
Master of Arts - Social Work - University of Massachusetts Global (2026-10)
Bachelor of Arts - Social Work - University of Massachusetts Global (2025-05)
Associate of Arts - Psychology - Palomar College (2020-01)
Associate of Science - Cybersecurity - Palomar College (2019-01)

