The Finance Success Track is a competitive, zero-tuition training program that introduces undergraduate students to careers in finance with technical and soft skills training.
Our program is comprised of training lectures, technical assignments, investment case studies and interview and resume workshops. It is a comprehensive program for undergraduate students to not only receive technical and soft skills training but also explore career opportunities in the finance industry.
This program is free for outstanding students on a limited basis and is an invaluable introduction to finance and Romero Mentoring.
|Business Fundamentals||Self-Study Hours|
|Performing Due Diligence Introduction||1|
|Excel Crash Course||1|
|Financial Modeling Introduction||1.5|
|Three-Statement Financial Modeling||2.5|
|Company Valuation Introduction||1|
|Chipotle, Inc. Valuation Example||0.5|
|Amazon.com, Inc. Stock Analysis Example||1|
|Careers in Finance||1.5|
|Total Self-Study Hours||14|
“I love sharing my knowledge by teaching and helping students and junior professionals achieve their potential.”
Mr. Romero has over a decade of professional finance experience. He is the principal and founder of Romero Capital, a long/short family equity fund. Before this, he conducted financial training programs for corporate and individual clients across the U.S. and the world.
He was an equity analyst at Seven Points Capital and began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care industries. He has also worked with start-ups in the food & beverage and education sectors.
Mr. Romero graduated from Baruch College, Zicklin School of Business with a B.B.A. in Finance and minor in philosophy.