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Sean Lee
Finance Student, California State University Long Beach
Expected Graduation: December 2026
Equity research analyst intern focused on fundamental valuation and investment thesis development.
About
Senior at California State University, Long Beach majoring in Consumer Affairs with a minor in Finance. Published equity research to 140K+ subscribers at Wall Street Oasis and collaborated with four investment teams supporting a $1.7M student-managed fund at Beach Investment Group. My interests include equity research, valuation, and financial analysis, and I am currently preparing for the SIE and GMAT.
Experience
IBC - President
Investment Banking Club | Led chapter operations, budgeting, and member initiatives.
WSO - Equity Research Analyst Intern
Wall Street Oasis | Published equity research for a large professional audience, supported valuation work, and contributed to investment analysis content.
BIG - Student Equity Research Analyst
Beach Investment Group | Researched public equities, evaluated financial performance and sector trends, and presented investment recommendations to support portfolio decisions.
CASA - Treasurer
Consumer Affairs Student Association | Managed budgeting, planning, and student-focused initiatives to support campus engagement and organization operations.
ABSOC - Chair of Ethics
Associated Business Students Organization Council | Organized a campus-wide professional conference focused on ethics, leadership, and student development.
IBA - President / Vice President of Finance
International Business Association | Oversaw chapter operations and financial planning, including budgeting, allocation decisions, and organizational support.
GENTLE MONSTER - Retail Sales Associate (Part Time)
Delivered high-touch customer service, supported sales goals, and maintained a polished luxury retail experience.
Macy's - Seasonal Retail Sales Associate
Assisted customers, processed transactions, and supported store operations during peak seasonal demand.
STAR RECORDS LLC - Founder
Founded and managed an independent venture, handling brand direction, operations, and business development.
UNIQLO - Retail Sales Associate (Part Time)
Helped customers with product selection, maintained store presentation, and supported efficient daily operations.
Research & Projects
FIN 400 - Intermediate Financial Management - Marriott Financial Analysis
10-year waste reduction initiative analyzed through DCF at 9.55% WACC. Compared two investment scenarios and recommended a $35,000 upfront investment with 15.30% IRR.
FIN 360 (Capital Markets) - El Pollo Loco vs. Jack in The Box Financial Analysis
Comparative analysis of El Pollo Loco and Jack in the Box using three-statement modeling. Reviewed revenue trends, margin performance, cash flow, and forecasting.
ACCI (American Council on Consumer Interests) - FINRA EWA Research
Research project examining earned wage access and related financial behavior themses, with emphasis on consumer finance and regulatory relevance.
CAFF 426 (Financial Counseling) - Financial Counseling Project
Client-focused financial counseling project covering intake, balance sheet review, budget planning, goal setting, and a financial well-being framework.
Education & Certifications
Education
California State University, Long Beach | Major: Consumer Affairs, Minor: Finance
Expected Graduation: December 2026 | GPA: 3.376
Relevant Coursework: Business Finance, Investment Principles, Capital Markets, Intermediate Financial Management
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