Amirali kourosmehr
Irvine
Summary
Investment focused professional with a strong foundation in financial markets, asset allocation, and portfolio analysis. SIE licensed, with working knowledge of equities, fixed income, commodities, and options, and an understanding of how these asset classes interact across different market environments. Experienced in macroeconomic data analysis including bond yields, inflation trends, and economic indicators, with additional background in operations, management, and cross functional communication within growth focused organizations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant to the Chief Executive Officer
The Vport
01.2024 - Current
- Support executive leadership in customer support, marketing, and operational coordination for a venture capital backed technology and music industry platform.
- Manage customer communications and platform support workflows to improve user experience and retention.
- Assist with marketing initiatives and social media strategy to support brand visibility and user growth.
- Coordinate across teams to support product development, user feedback analysis, and operational execution in a startup environment.
Assistant Manager
Premium Health
05.2022 - 12.2023
- Supported management during a high growth expansion phase, contributing to the company’s scale across approximately 120 client locations.
- Assisted with operational oversight, internal coordination, and staff communication within a mid sized organization of roughly 200 employees.
- Helped streamline internal processes, improve communication between teams, and support day to day management operations.
- Played a key role in customer interaction, service quality, and operational execution during expansion efforts.
Education
Bachelor of Science - Sustainable Design
University of California, Davis
Davis, CA06-2021
Skills
- Portfolio & Market Analysis
- Asset Allocation Fundamentals
- Macroeconomic & Economic Data Analysis
- Equities, Fixed Income, Commodities & Options (Foundational)
- Management & Team Coordination
- Client & Customer Communication
- Market & Industry Research
- Time Management & Prioritization
- Customer Service & Relationship Management
Certification
- Securities Industry Essentials (SIE), FINRA
Issued: December 2025 - Kaplan SIE Exam Prep, Edition 4
Timeline
Assistant to the Chief Executive Officer
The Vport
01.2024 - Current
Assistant Manager
Premium Health
05.2022 - 12.2023
Bachelor of Science - Sustainable Design
University of California, Davis