Skilled financial professional with more than two years of financial services industry experience. Driven processing associate who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.
Highlights
FINRA Series 6 and 63 License
Strong problem solving and communication skills
Fluent in Spanish and English
Excellent time management
Analytical
Goal-oriented
Reliable
Professional Experience
Individual Contributor II, 05/2013 to Current The Vanguard Group – City, STATE,
Interpret and process a variety of retail client transfer requests for brokerage accounts
Provide ongoing training and coaching for new hire and contractor groups
Part of the Engagement Team and the Empowerment Program to foster workplace collaboration and improve procedures for internal transfers
Supplemental Instructor , 2012 to 04/2013 Northern Arizona University – City, STATE,
Provided supplemental review sessions for introductory management and economics classes
Collaborated with course professors on a weekly basis to develop strategies for enhancing student retention
Owner/manager, 07/2006 to 07/2008 Chihuas Restaurant – City, STATE,
Opened successful family restaurant and managed financial operations as high school student
Responsible for business budgeting, staff hiring and running day-to-day operations
Education
BBA: Finance, Expected in 2013 Northern Arizona University - Flagstaff, AZ GPA:
Invited by Mr. Warren Buffett to represent The W.A. Franke College of Business in Omaha, NE in 2013
Member of the Delta Sigma Pi co-ed business fraternity
BBA: Business Ecomonics, Expected in 2013 Northern Arizona University - Flagstaff, AZ GPA:
Vice President of the
Omicron Delta Epsilon Economics Honor Society during senior year
Member of the Austrian Economics Club
Accomplishments
Develop and expand new procedures for transfers between mutual fund and brokerage accounts as part of the Vanguard's transition to a brokerage platform
Spot Award for outstanding leadership, problem-solving skills and resource management as the primary coach in the new Vanguard Brokerage Account training of Integrated Client Services department
Certificate of Recognition for building successful business partner relationships and helping representatives across departments successfully serve high-net-worth clients throughout tax season
Retail Investor Group Recognition Award for teamwork and resolving complex issues for clients in elevated situations.
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