Hello! I'm Morgan Pheng
A finance professional passionate about investment banking and private equity. I’m graduating from the University of San Diego with a BBA in Finance and Marketing. With hands-on experience in financial modeling and deal sourcing through my private equity internship, I combine strong analytical skills with a people-first approach to drive growth and strategic decision-making.
Morgan Pheng
Aspiring Financial Analyst
562-394-8452
Email:
Address:
5225 Cooper Court, Rancho Cucamonga, CA
91739
Phone:
EXPERIENCE
March 2025 - Present
Private Equity Intern
Heritage Wealth Management
I support the evaluation of investment opportunities through market analysis and financial modeling, while conducting due diligence on potential targets by analyzing industry trends and financial statements. Additionally, I assist with portfolio management by preparing performance reports and tracking investments across multiple sectors.
May 2024 - Present
President
University of San Diego Associated Student Government
I serve as the chief representative of the undergraduate student body, leading the Executive Branch and overseeing key roles such as Vice President, Speaker of the Senate, and Finance Chair. I advocate for student interests by working with university leadership, faculty, and external partners to address concerns and improve the student experience at USD. I also promote student involvement, support inclusive initiatives, and help foster a vibrant, engaged campus community.
May 2024 - Present
Community Liaison
University of San Diego Filipino Ugnayan Student Organization
I represent the organization in building relationships with local Filipino communities, cultural groups, and external partners. I plan and support events that promote cultural engagement, including festivals, workshops, and networking opportunities. I also serve as a bridge between FUSO and university administration to advocate for initiatives that enrich the cultural and educational experience of Filipino students at USD.
May 2024 - Present
Public Relations Chair
University of San Diego Associated Student Government
I was responsible for managing internal and external communications to promote ASG’s initiatives and events. I led efforts to increase visibility and engagement with the student body through various channels, including social media, newsletters, and event promotions. Additionally, I collaborated with other ASG members to ensure that our messaging was aligned with the organization’s goals, fostering a stronger connection between ASG and the USD community.
EDUCATION
2021-2025
Bachelor's Degree
UNIVERSITY OF SAN DIEGO, KNAUSS SCHOOL OF BUSINESS
-
Bachelor of Business Administration
-
Majors: Finance & Marketing
2017-2021
High School Diploma
LOS OSOS HIGH SCHOOL
-
ASB Involvement
-
Varsity Cheer Team Captain
-
National Honor Society
-
A Month For a Cause Student Organization
-
Graduated with Honors
COLLABORATIONS AND AFFILIATIONS
.png)
.png){kind=logo}
SKILLS
Microsoft ExCel - Certified
Canva - Proficient
Power Point - Proficient
Interpersonal communication
Public Speaking
Project Management
EXPERTISE
I am a strategic and adaptable finance professional who combines strong analytical skills with effective interpersonal communication to navigate high-stakes investment decisions. I deliver value through financial modeling, deal sourcing, and execution, while building strong client relationships that ensure sustainable growth.
I excel in navigating complex and dynamic situations, combining analytical rigor with the ability to build and maintain strong client relationships. My positioning in finance is based on the ability to clearly convey intricate financial insights to stakeholders, drive value in deal-making, and adapt to ever-changing business landscapes.
I am results-driven, personable, and highly ambitious, with a keen focus on navigating high-stakes investment decisions and driving growth through strategic financial planning.