Finance
- Location
- United States
- Rate, USD
- Not specified
- Work schedule
- Full Time,
- Links
- —
- Language skills
- English, Spanish
- Available for Hire
- Yes
About me
Financial professional with exceptional interpersonal skills and customer service experience. Distinctive data collection and analytical skills. Hands-on knowledge of financial operations and industry trends. Passionate about investment strategies and portfolio management. Excels in fast-paced and diverse environments. Avid Chicago sports fan.
Professional area
Skills
Active ListeningAdaptabilityAdministrative TasksAnalytical SkillsBilingualBusiness AdministrationClient RelationsClient SupportCommunication skillsComputer literateConfidenceConflict ResolutionData AnalysisFinanceFlexibilityForecastingGoogleGoogle AppsHardworkingInterpersonal SkillsMicrosoft ExcelMicrosoft OfficeMicrosoft OutlookMicrosoft PowerPointMicrosoft TeamsMicrosoft WordNetworkingOrganizational SkillsPhone SupportPivot Table
Education
- 2013-2017 Graduated @ Holy Trinity High School
Scholarship recipient
- 2017-2022 Graduated @ Dominican University
Scholarship recipient.
BBA: Finance
Experience
- April 2022- Present Personal Investor @ self-employed
Personal account management with stock and OTC option trading
Research and forecast data to strategically place investments
Quantitative analysis deriving from chart patterns, news, and profit earnings
Consumer trends and industry behavior inquiring- June 2022-April 2023 Shareholder Services Representative @ Harbor Capital Advisors
Finance
Streamline trades in accordance to policy and time restrictions
Process liquidations/purchases by check, ACH, and wire
Transfer/exchange account assets into newly established accounts by percentage, value, or shares
Review and resolve reports generated as erroneous processings and financial transactionsAdministration
Research/analysis on multiple investor record-accounts
Generate multiple updates to account personal information and banking instructions
Train new employees on use of dynamic programs and methods used to execute tasksCustomer Services
Quality control for shareholder statements and tax forms generated
Drafting and mailing letters to clients based on needs and requests
Review, print, or scan multiplex of documents for entire company
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