SUMMARY:
- To improve my professional skills by gaining interview experience or on the job training.
PROFESSIONAL EXPERIENCE:
Financial Assistant
Confidential, RESTON, VA
- Pull, organize, and prepare financial reports for senior broker use.
- Track sales and purchase confirmations for client accounts including but not limited to 401K's, IRA's, Individual accounts, 529’s, Variable annuities, and Pershing accounts.
- Perform budget, financial, sensitivity, and future value of money analysis, and forecasts.
- Establish and maintain working relationships with financial institution representatives.
- Actively learn about emerging products and product amendments.
Karate/Rock Climbing Instructor
Confidential, RESTON, VA
- Managed and oversaw the growth and development of the student body.
- Developed and followed through with marketing, sales goals, and bookkeeping.
- Organized and administered events to generate sales growth.
Tell/Teller Manager
Confidential, H ERNDON, VA
- Worked hand in hand with the sales team to meet quarterly goals.
- Attended monthly regional meetings to measure and set goals for upcoming quarters.
- Maintained a detailed and organized teller book along with the oversight of the teller line.
Produce Clerk/Manager Intern
Confidential, S TERLING, VA
- Provided excellent customer service while maintaining a well - organized department.
- Crossed merchandise products from different departments to optimize sales.
- Scheduled and placed product orders to meet customer demand.
TECHNICAL SKILLS
- Fluent in Spanish
- Microsoft Office 2016
- Financial Analysis
- Valuation Analysis
- Budget Analysis
- Bloomberg Terminal
- Crystal Ball
- Mean Variance Analysis
- Financial Forecast Analysis
- Future Cash Flow Analysis
