Manager Case
Resume:
Alfredo Morales
Contact:
New York, NY 10010
*******.***********@*****.***
Bio: I completed my master’s in Banking and Finance at the University of Zurich in December 2019. For my thesis, using over 10 years of stock return data, I built a financial model to quantify abnormal stock returns of 10 companies within a sector. I used R and the event study methodology to carry out my analysis. I recently moved back to the U.S. and am actively looking to work in Finance. Skills:
Research; Data analysis; Advanced knowledge in Microsoft Office (Word, Excel, and PowerPoint) and statistical/programming software (R, Python, and Stata); Financial Modeling; Communication and organizational skills; Language skills; Legal/Paralegal knowledge Work Experience (only most recent listed):
Intern (08.2018- 09.2018)
Department of Labor & Social Welfare (Secretaría del Trabajo y Previsión Social) - Mexican government agency acts as intermediary for labor and contract disputes. Main responsibilities were to:
• Provide administrative and paralegal support to head attorney
• Use government guidelines to calculate unpaid wages and severance package entitlements
• Verify data/information on claims
• Process the settlements on behalf of the head attorney at court
• Work reception desk to check-in appointments and tend phone calls Case Manager (10.2015- 09.2016)
The Chillas Law Firm- Firm specialized in divorce, litigation, settlements, bankruptcy, and civil legal services. Main tasks were to:
• Draft the Chapter 7 and 13 bankruptcy petitions
• Structure repayment proposals for unsecured, secured, and arrearages for the Chapter 13’s
• Review due diligence documents (taxes, bank statements, income statements, value of assets, etc.)
• Restructure mortgage loans for clients using bank and federal programs
• Do accounting analysis for the settlements on HOA, trust, bank, and IRS disputes
• Manage portfolio of Spanish-speaking clients
• Office admin and AP
Education:
• 02.2015- 12.2019
Zurich, Switzerland
• 09.2011- 06.2014
La Jolla, CA, USA
• 07.2012- 08.2012
Istanbul, Turkey
• 03.2011- 04.2011
Lyon, France
• 01.2011- 02.2011
Lausanne, Switzerland
• 07.2007- 12.2010
Chula Vista, CA, USA
• 01.2009- 05.2009
Florence, Italy
University of Zurich (UZH)
Master of Arts in Banking & Finance
Minor in Economic Policy
Thesis: UEFA Champions League Value to Investors: An Event Study on Stock Returns for Qualifying and Advancing in the tournament University of California, San Diego (UCSD)
Bachelor of Arts in Economics
Bachelor of Arts in Political Science
Global Seminar
Art and History Program through UCSD
Inflexyon Language School
Intensive Language Program
B1 French Certificate
Eurocentre
Intensive Language Program
A2-B1 French Certificate
Southwestern Community College (SWC)
Transferred to a Four-year University (UCSD)
Santa Reparata
Art, History, and Culture Program through SWC
Licences & Certificatons:
• FINRA- Securities Industry Essentials (SIE)
01.2020-01.2024
Languages:
• English- Native
• Spanish- Native
• French- Fluent (C1)
• Italian- Intermediate Advanced (B2)
• German- Intermediate Advanced (B2)
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