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About Us

The Pineville Initiative is a non-profit organization founded by a group of passionate individuals committed to promoting financial education and empowering individuals to make informed decisions about their personal finances. Driven by a shared desire to help others and equipped with experiences from a variety of different finance-related clubs at their high school, we recognized the critical need for accessible financial education in our community.

At The Pineville Initiative, we focus on providing comprehensive financial education materials, workshops, and resources to our fellow students and the wider community. Our initiative seeks to break down the barriers to financial knowledge and foster a culture of inclusivity and empowerment. We understand that finance carries a stigma, often perceived as an old boys' club focused solely on stocks, sneakers, and side hustles. However, we want to dispel this notion and demonstrate that finance encompasses far more than just another source of income or job opportunity—it is an essential aspect of one's adult life.

We seek to empower students with financial literacy and corporate finance skills through education and training in software such as Excel. Through our workshops and programs, we aim to teach individuals the fundamentals of personal finance, such as budgeting, saving, investing, and responsible borrowing. By equipping individuals, especially those from low-income backgrounds and first-generation families, with essential financial skills, we seek to level the playing field and provide opportunities for economic growth and stability. Through our efforts, we hope to contribute to a more financially literate and responsible society.

Join us on our mission to transform lives through financial education, and together, let's shape a future where financial literacy is a fundamental right for all.

Our Team

We are the group of passionate individuals here at The Pineville Initiative that make everything possible.

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    Tom Lin

    Director

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    Willie Jiang

    Director

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    Syed Ali

    Secretary

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    Lauren Jim

    Executive Assistant

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    Fei Chen

    Lead Web Developer

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    Gilbert Zhang

    Web Developer

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    Jimmy Zheng

    Web Developer

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    Hersh Vora

    Web Developer

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    Joseph Lam

    Web Developer

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    Gina Lim

    Social Media Coordinator

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    Khandaker Abid

    Outreach Coordinator

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    Anna Liu

    Graphic Designer

Phi Fiscal

The newsletter and research division of The Pineville Initiative.

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    Raymond Lin

    Director

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    Dylan Horton

    Director

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    Deni Shaholli

    Equity Research

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    Sava Knezevic

    Equity Research

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    William Heppding

    Equity Research

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    Aryan Khandelwal

    Equity Research

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    Elaine Lan

    Equity Research

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    Mateo Rodriguez

    Equity Research

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    Frank Zhu

    Equity Research

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    Bryan Wang

    Equity Research

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    Duncan Tanner

    Equity Research

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    Dylan Kang

    Equity Research

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    Michael Smyth

    Equity Research

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    Tom Zhang

    Equity Research