Luca MacClellan

Analyzed approximately 400 real client accounts using Excel formulas, pivot tables, charts, and conditional formatting to evaluate portfolio performance, holdings, and risk exposure Created a firmwide portfolio analysis spreadsheet covering each model portfolio, risk score, underlying positions, and performance across time periods ranging from YTD to 10 years Developed Excel-based tools and presentations used by advisors, managers, and the CEO to support portfolio review, investment analysis, and client-facing financial planning discussions

Financial Advisor Intern - Investment Management Group - Jacksonville, Florida

(2026-05)

• Analyzed approximately 400 real client accounts using Excel formulas, pivot tables, charts, and conditional formatting to evaluate portfolio performance, holdings, and risk exposure
• Created a firmwide portfolio analysis spreadsheet covering each model portfolio, risk score, underlying positions, and performance across time periods ranging from YTD to 10 years
• Developed Excel-based tools and presentations used by advisors, managers, and the CEO to support portfolio review, investment analysis, and client-facing financial planning discussions
• Built a financial education presentation on investing, retirement planning, credit, and personal finance strategies that was delivered by the CEO to approximately 80 Miller Electric employees, interns, and senior leaders, including the CFO

Valet Service Attendant - Towne Park - Orlando, Florida

(2025-08 - 2025-12)

• Delivered exceptional guest service by promptly greeting and assisting guests upon arrival and departure
• Safely parked, retrieved, and managed guest vehicles with precision and care
• Collaborated with front desk, bell, and concierge teams to coordinate guest arrivals and departures seamlessly
• Ensured a welcoming, high-end guest experience through polished communication, poise, and discretion

Business Intelligence Intern - Hueman People's Solutions - Jacksonville, Florida

(2025-06 - 2025-08)

• Transformed raw business data into clear, insightful dashboards using Power BI
• Helped decision-makers visualize performance, trends, and opportunities
• Analyzed and presented these findings to business directors

Intramural Official - University of Miami Department of Wellness and Recreation - Coral Gables, Miami

(2024-08 - 2025-05)

• Over thirty hours of training pertaining to managing conflict, rules, and regulations
• Recognized as a top official for multiple sports
• Chosen to manage and supervise all championship games

Bachelor's - Business Administration in Finance and Accounting - University of Central Florida (2028-05)