Description
Innate problem-solver, exceptional leadership, intellectually curious, perseverant, public speaker and proactive. * Proficiency in Microsoft Excel with knowledge in financial modelling, pivot tables, macros and regression analysis. * Experience with Morningstar, E-money, Salesforce, LPL Client Works, Power Point, Tableau and IBM Watson. * Excellent oral and written communication skills in Spanish and English. DELF certification for French (Level A1).
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Undergraduate Assistant Part Time Job | 9/2016 - Present |
| (Confidential) | Financial Planner Representative Internship | / - Present |
| (Confidential) | Financial Planner Assistant Internship Real Estate Development Assistant Internship | / - Present |
| (Confidential) | Associate Of Third Party Risk Management | / - Present |
Accomplishments
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