Cameron Skoroda

  

Biography:

Security Clearance: Secret Clearance

Military Experience: 4.0 years

Work Experience: 2.3 years

Work Experience:

Marine Corps infantry veteran and recent Columbia University graduate in Financial Economics with experience in wealth management and asset management, supporting client relationship building, equity analysis, and tax-aware planning. I am now looking to transition into a markets-facing role with exposure to trade flow, product coverage, and market structure, particularly across FX, credit, and repo/funding. I bring a client-service mindset, strong communication skills, and a disciplined operating background from military leadership that translates well into fast-paced, high-accountability environments.

Military Service:

  • Rank: Corporal

    Branch/Position: Marine Corps

    Period: January 2019 - January 2023

    Occupation: 0331 - Machine Gunner

    Security Clearance: Secret Clearance

    Duties Description:

    The machine gunner is responsible for the tactical employment of the 7.62mm medium machine-gun, the 50 cal. and 40mm heavy machine-gun, and their support vehicle. Machine gunners provide direct fire in support of the rifle platoons/companies. They are located in the weapons platoons of the rifle companies and the weapons company of the infantry battalion. Noncommissioned officers are assigned as team leaders and squad leaders/section leaders.

    Training courses:

    • Leadership Scholar Award
    • Good Conduct Medal

Work history:

  • Job Title: Wealth Management Intern

    Company: Stifel Fiancial

    Period: July 2025 - July 2025

    Trainings, Certifications and Licences:

    • FINRA - SIE
    Role Description:

    Collaborated with a wealth management team overseeing more than $500 million in AUM, delivering client service and personalized investment strategy development. Assisted in comprehensive financial planning across estate, tax, retirement, and philanthropic strategies. Built an AI Opportunity Fund pitch for higher-risk clients, designed to capitalize on sector growth. Produced market research and prepared investment insights, including sector performance and macroeconomic updates, to strengthen client communications and presentations.

  • Job Title: Asset Management Intern

    Company: DHK Financial

    Period: June 2024

    Role Description:

    During my internship with DHK Financial Advisors, I supported the implementation of bond strategies, including barbell and laddered portfolios, to help optimize income and manage interest rate risk. I assisted with client portfolio reviews, focusing on allocations across equities, treasuries, municipal bonds, and corporate bonds, and gained valuable exposure to the day-to-day operations of an independent RIA managing more than $1B in AUM, with a strong emphasis on long-term relationships and fiduciary service.

Education:

  • Columbia University

    Bachelor's Degree – Financial Economics

    Period: January 2023

  • Saddleback College

    Associate's Degree – Accounting

    Period: January 2021 - December 2022

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