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Financial Microsoft Office, Financial Market

Stamford, CT
September 26, 2018

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Education University of Connecticut School of Business, Stamford, CT

Bachelor of Science in Business, August 2018

Major: Financial Management Minor: Economics

Work Northwestern Mutual, White Plains, NY

Experience Financial Adviser Intern January 2017 - July 2017

Evaluated clients’ insurance needs and helped them determine the most suitable products to maximize their investment opportunities.

Advised clients in creating, accumulating and conserving long-term wealth by analyzing their current financial position and understanding their financial goals.

Created spreadsheets and large data manipulation with advanced MS Excel skills, Tableau and SQL.

Copacabana Restaurant, Port Chester, NY Assistant Manager August 2012 - Present

Improved net profit by 5% by making incremental enhancements in each product area.

Developed an outdoor dining area that increased seasonal sales by 30%.

Manage a group of twenty-two employees.

Work 30 hours/week while maintaining full university course load.

Certificates CFA - Level I candidate December 2018

Corporate Finance Institute August 2018

Fixed Income / Financial Statements / Accounting / Excel for Finance

Investment Banking Institute, New York, NY April 2018

Financial analysis course with valuation methodologies and advanced financial modeling.

Performed company valuations utilizing (i) comparable public company analysis, (ii) precedent transactions analysis and (iii) discounted cash flow (DCF) analysis.

Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models.

Online Trading Academy, Stamford, CT January 2012

Six years of trading experience using rule-based strategies in multiple asset classes. Financial and technical analysis.

Skills Language: Fluent in English, Portuguese and Spanish

Computer: Proficient in Microsoft Office applications & Excel for finance

(SQL, Pivot Table, VLOOKUP, HLOOKUP, VBA, Macros, What-If Analysis)

Software Data: Bloomberg, FRED and Tableau.

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