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Financial/Investment Analyst

Ladera Ranch, CA, 92694
September 17, 2018

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** ****** ******, ****** ******* Viejo, CA, 92694

949-***-**** /


Texas Christian University

Bachelor of Science: Economics, May 2017

Minor: Finance


Vice President of Operations May 2018 – September 2018 Cox Financial Planning Corona Del Mar, CA

• Invested client assets and managed portfolios tailored to client needs

• Conducted internal investment product analysis

• Managed all necessary office operations, such as, paperwork, client requests, and compliance

• Maintained effective communication with clients, broker dealer, and Wealth Planner/CEO Registered Financial Advisor June 2017 – May 2018

Edward Jones Tempe, AZ

• Graduated Edward Jones’s renowned Financial Advisor Career Development Program Mission Viejo, CA

• Appointed as Group Leader for 22 Financial Advisor trainees

• Implemented and studied client acquisition strategies

• Prepared and explained portfolio allocations to individual investors

• Analyzed and conducted portfolio reviews for Edward Jones’ largest advisors Finance/Sales Intern May 2016 – August 2016

Sewell Automotive Companies Grapevine, TX

• Rotational internship gaining exposure to all areas of dealership operations

• Assisted sales personnel with vehicles and client relations

• Presented clients with warranty and financing options

• Assisted accounting team booking and documenting transactions Finance/Sales Representative May 2014 – August 2014 Woodway Car Center May 2015 - August 2015

• Facilitated automotive purchase financing through our local credit unions and banks Woodway, TX

• Assisted customers with locating the perfect vehicle for their needs

• Coordinated automotive title transfers through the McLennan County Courthouse PROFESSIONAL LICENSES & CERTFICATIONS

• Series 7 & Series 66

• Life Insurance & Variable Annuity Certification, State of California

• Microsoft Excel Certified – Expert Level

• Microsoft PowerPoint Certified – Specialist Level CORE PROFESSIONAL STRENGTHS

Analysis & Research Wealth Management Accounting & Bookkeeping Investment Planning Financial Modeling Effective Communication Client Acquisition Explaining Complex Assets MEMBERSHIPS & HONORS

TD Ameritrade – First Place Stock Trading Simulator TCU Financial Management Association

TCU Economics Club

Beta Theta Pi Fraternity

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