MBA Business Finance & Management
RESUME
NAMES: FERNANDO RAMIREZ
ADDRESS: *** ****** ***. ****** ******, NY 10306
PHONE: (561) ***-****
E – MAIL: HYPERLINK "mailto:acw9kf@r.postjobfree.com" acw9kf@r.postjobfree.com
PROFILE
I am a very analytical, detail oriented, responsible and perfectionist professional. I am very good with numbers. My educational background is mainly oriented to finance and economics and my work experience is mainly in banking, finance, management and customer service. The last five years I have been working in administrating 401k plans making sure they were in compliance with 401k regulations and also they were funded according to the adoption agreements. I am looking forward to work in a financial company where I can develop my skills as well as my career in finance. I am willing to start at any level as required to get learn the processes and move forward.
HIGHER EDUCATION
1. THE UNIVERSITY OF LIVERPOOL
Liverpool, England.
MBA Business Finance and Management. (2002-2003)
2. UNIVERSIDAD SAN IGNACIO DE LOYOLA
Lima, Perú.
Economic Sciences. Bachelor in Economics. (1999-2002)
3. INSTITUTO SUPERIOR SAN IGNACIO DE LOYOLA
Lima, Perú.
Professional Program in Finance and Banking, Btech. Finance and Banking. (1996-1999)
(Graduated with honors in 2nd place)
4. INSTITUTO PERUANO DE ADMINISTRACIÓN DE EMPRESAS
Lima, Perú.
Professional Program in Business Administration. (1992-1994)
OTHER EDUCATION
1. CFA Institute
Candidate CFA Level II Exam.
WORK EXPERIENCE
Slavic 401k
1075 Broken Sound Parkway NW – Suite 100
Boca Raton FL 33487
401k specialist - Contributions Department. (2008-2013)
My main responsibilities in this position were to make sure that the 401k contributions were in compliance with the regulations regarding contributions limits, process loans repayments and also make sure the contributions were made according to the adoption agreements regarding eligibility, matching and vesting.
WACHOVIA BANK
2600 North Military Trail
Boca Raton, Florida
Teller (2007-2008)
My main responsibilities in this position were to perform financial transactions for clients providing excellent customer service to ensure customer loyalty, quickly asses the financial situations of our clients in order to identify any financial product or service that could be offered to them and get any referrals from them to offer the products and services.
IFB-ASBANC, ASOCIACION DE BANCOS DEL PERU.
Calle Uno S/N. Urb. Corpac, Lima-Peru.
Professor of banking services (march 2004-sept 2004)
My responsibilities in this position were to teach students in the professional banking administration program. The syllabus consisted in an overview of the primary and secondary financial markets, their mechanism and the different products and services available in the banking system.
EDRAM GAS S.A.
Av. Colonial 4470, suit 201. Bellavista-Callao. Peru
(51-1) 451-0781
Financial Analyst. (July 1999- August 2002)
In this position my responsibilities were to control de cash flow of the company and account reconciliation.
BANCO DE CRÉDITO DEL PERU
Av. Centenario s/n. La Molina-Peru
Bank Teller (1994-1996).
In this position my main responsibilities were to perform banking transactions for our clients while providing excellent customer service.
LANGUAGES
SPANISH, Fluent
ENGLISH, Fluent
PERSONAL REFERENCES
Debra Ankney
Contributions Department Manager
Slavic 401k.
Mr. Rosendo Souto
Financial Advisor
Wells Fargo.
Mr. Julio Alegre
Civil Engineer, Project Manager.
McMahon Associates, Inc.
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