Financial Planning Social Media

Rodolfo Angeles

+1-567-***-**** ************@*****.*** linkedin.com/in/rodolfo-angeles

Education .

University of Northwestern Ohio: Bachelor of Business Administration September 2021 - June 2024

● GPA: 3.6/4.0. Dean’s List. Coursework: Quantitative Methods, Economics, Accounting, Corporate Finance Universidad Peruana de Ciencias Aplicadas (UPC) March 2018 - December 2020

● GPA: 3.7/4.0. Coursework: Econometrics, Descriptive & Inferential Statistics, Entrepreneurship 2-15 Life, Health and Variable Annuities Agent License July 2024 Experience .

Financial Professional, New York Life Investments, Miami July 2024 - Present Advise clients on strategic financial planning and personalized investment solutions to achieve their goals

● Acquired 3 clients yielding $350K+ in net revenue annually, surpassing the new analyst monthly quota by 4X

● Ensured successful long-term relationships through dedicated support and timely portfolio adjustments

● Conduct in-depth analysis of client goals and risk tolerance used for tailored investment strategies

● Collaborate with cross-functional teams to maximize client returns through holistic financial solutions Co-Founder and CFO, Tech Rental Car, Miami, FL April 2024 - Present Customer-centric car rental business focused on providing reliable, flexible, and affordable transportation solutions

● Co-founded the company, overseeing operations, customer service, and financial planning as a 20% stakeholder

● Set up QuickBooks with a tailored chart of accounts to accurately track profitability per day, trip, and rental

● Optimize market penetration by expanding customer reach via Turo, social media, and referral strategies

● Develop and implement a revenue strategy combining rental fees, add-ons, and membership programs Academic Tutor, University of Northwestern Ohio, Ohio September 2023 - June 2024

● Taught economics, calculus, business, finance, accounting, & excel applications to 85 students per semester

● Mentored students 20 hr/week earning recognition for highest requested tutor in 8 academic subjects Co-Founder and CFO, Growi, Lima, Peru April 2020 - October 2021 Mobile app that connects users with diverse brands, restaurants, and products for seamless discovery and shopping

● Executed a strategic launch plan, driving 150+ downloads and securing partnerships with 40+ brands

● Spearheaded financial strategy, generating $22K by capitalizing on pandemic online shopping trends

● Led a team of 15 to drive customer acquisition, cultivate brand partnerships, and manage financial strategy Assistant Manager, Inversiones y Transacciones Tecnológicas SAC, Peru January 2019 - July 2021 Assistant manager on investment team driving strategy for developing and managing soccer clubs and facilities

● Directed a team of 6 in managing financial reporting, budgeting, and forecasting to dive accuracy & efficiency

● Achieved a 9% reduction in total expenses through strategic quantitative analysis and cost optimization Professional Soccer Player, Club Deportivo Municipal, Peru August 2017 - December 2020

● Competed in Peruvian First Division (2017 - 2020), Copa Sudamericana (2019) to advance team standing

● Trained 30 hours/week in advanced technical, tactical, and physical conditioning for team performance

● Drove team cohesion and performance by collaborating to develop and implement targeted strategies

● Gained valuable experience in high-pressure environments, fostering professional growth and versatility Extracurriculars & Awards .

Youth Olympics Games: Awarded Gold, Youngest player on Peruvian National Team in Nanjing, China 2014 Clean Environment Initiative: Led group of 28 people to clean and care for beaches in Lima, Peru 2019 Dean’s List: High academic performance achieving Dean’s List almost every semester 2021 - 2024 National Peruvian Soccer Team: Played for Peruvian National Soccer Team in U20, U17, U15 2014 - 2018 Top Goal Scorer: Scored most goals 3 years running, Division: ADECOPA 2012 - 2014 Skills ..

Technical: Excel (Advanced), Proficient in Microsoft Office Suite (PowerPoint, Teams, Word) and Google Suite Languages: Spanish (Fluent), English (Fluent), Portuguese (Intermediate) Management: Strong organizational skills, expertise in quarterly planning, effective decision-making abilities

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