Personal banker

Education

MASTER’S OF SCIENCE IN FINANCE

University of Dallas, Present- May 2020

BACHELOR’S OF BUSINESS ADMINISTRATION FINANCE,

UNIVERSITY OF TEXAS, ARLINGTON, Dec. 2017

APPLIED SKILLS

FINA 4318 Portfolio Management and Security Analysis

●Applied analysis skills for various securities using MS Excel. Found how to decide between various investments and how to manage risk in a portfolio using a set of trading guidelines.

FINA 4319 Financial Derivatives

Analyzed the various trading strategies involving options and computed payoff for different strategies.

FINA 4315 Advance Business Financial Analysis

Demonstrated critical thinking skills in the identification, analysis, and solving of financial problems in the operation of a business organization.

Work Experience

PERSONAL BANKER JP MORGAN CHASE 2016- PRESENT

●Provides personal financial counseling, and assists with lending services, and building relationships with existing customers to sustain high satisfaction ratings and retention.

●Experienced at analyzing clients' financial needs to help them achieve goals through sound financial management.

CUSTOMER SERVICE CASHIER ACADEMY SPORTS 2015 – 2016

●Provided great customer service by suggesting the appropriate equipment to customer.

●Conduct over 50 merchandises, purchase’s and returns daily.

TEAM LEADER US ARMY (ACTIVE DUTY) 2007 – 2014

●Trained, maintained, and influenced a team of five personnel.

●Created and maintained a positive working environment.

●Effectively managed seventy thousand dollars’ worth of equipment and fifteen thousand-dollar transactions.

●Kept detailed records on subordinate’s performance, potential, and certifications.

ORGANIZATIONS

DELTA SIGMA PI 2015 – Present

●Professional Business Fraternity, Chancellor

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