Highlights:

Skills:Investing

Goal:A bilingual and data-driven financial professional with a Bachelor of Arts in Economics, complemented by a minor in Psychology. Proven ability to apply econometric and quantitative analysis to manage diversified investment portfolios, achieving significant growth. Skilled in financial modeling, market research, and strategic communication. Seeking a position in a dynamic financial institution to leverage a strong analytical background and leadership skills to drive business growth and client success.

Certification:Series 65 SIE Florida 2-14

Junior Financial Consultant 01/2025 - current
Florida Financial Advisors, Tampa, Florida United States
Industry: Financial Advising
At Florida Financial Advisors (FFA), we specialize in helping professionals and business owners make the most of their employee benefit retirement plans. From 401(k)s, IRAs, and 403(b)s to brokerage accounts, pension plans, employee stock ownership plans, and SEPs. I work closely with clients to ensure their benefits and investments are working as hard as they do.
• Advised clients on comprehensive 401(k) plan options, including brokerage link features, enhancing investment flexibility and client satisfaction. • Designed customized investment strategies to minimize costs, optimize portfolio performance, and align with individual financial objectives, resulting in improved retirement readiness. • Led personalized consultations on Monte Carlo simulations, wealth accumulation, and sustainable income planning for diverse client portfolios. • Collaborated with senior advisors to deliver seamless, high-touch client experiences from onboarding to strategy implementation. • Stayed abreast of financial markets, economic trends, and tax-efficient strategies to provide timely, actionable insights.--
Self-Managed Investment Portfolio 07/2021 - current
Personal Initiative, Tampa, Florida United States
Industry: Portfolio Management
Managed my own portfolio
• Directed a diversified portfolio emphasizing ETFs in high-growth sectors like technology, cybersecurity, and alternative energy, achieving +140% all-time growth through strategic allocations. • Performed in-depth market research, including analysis of financial reports, earnings calls, and technical indicators (MA, RSI, VWAP) to inform investment decisions. • Adapted strategies in response to global economic shifts, Federal Reserve policies, and regulatory changes, ensuring portfolio resilience and alignment with market dynamics.--

University of South Florida 08/2021 - 12/2024
Tampa, Florida, United States
Degree: Bachelor's Degree
Major:Econometrics and Quantitative Economics
Minor:Psychology
Major GPA: 3.4 Minor GPA: 3.6

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