Financial Advisor Team Lead

Derly Henry

ad5s29@r.postjobfree.com 703-***-****

EDUCATION

Washington University, Annandale, VA Masters in Cybersecurity 2023 - Present Washington University, Annandale, VA BBA Business and Finance Graduated 2022 Institución Universitaria Politécnico Grancolombiano, Bogota Graduated 2010

BBA Business Administration

SKILLS

● Strong data analytical skills

● Adaptability

● Knowledge of finance and accounting principles

● Team leadership

● Customer relation management

● Bilingual: Proficient in English and Spanish

● Strong organizational skills and multitasking

TECHNICAL SKILLS

● Microsoft Office Suite ( Word, Excel, Powerpoint, Outlook, Teams)

● Familiarity with Python programming

● Agile Principles and methodology

● DevOps

● AWS

WORK EXPERIENCE

Financial Advisor, Bank of Bogota, Colombia 2012 - 2014

● Analyzing financial data to guide clients in making informed decisions on their finance and investment portfolios.

● Creating data visualizations to help explain and communicate complex information to clients.

● Developing financial reports, and assisting in budget planning. Team Lead, Convergys, Colombia 2014- 2014

● Empower others, monitor and train employees, communicate effectively, and resolve customer needs.

● Motivate employees on my team to have a better result.

● Use customer relationship management software to document customer interactions

● Review team members performances

Associate, AuPair Care America 2014 - 2016

● Worked well with families from different cultural and socio-economic backgrounds.

● Created and managed activity schedules for client families, including but not limited to nutrition, transportation, educational and extracurricular activities.

● Utilizing my strong adaptability, organizational, problem-solving and communication skills in successfully managing clients with diversity in family dynamics.

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