Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English, Spanish
Hire me

Hire me

Jobicy Account
You need an employer account to access the resume database.

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


2013-2017 Graduated @ Holy Trinity High School

Scholarship recipient

2017-2022 Graduated @ Dominican University

Scholarship recipient.
BBA: Finance


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

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 transactions

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 tasks

Customer 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

Recommend this talent

Recommend this specialist