Life Insurance Assistant

Mercedes Lopez Velez

725-***-**** •**********@*****.***

EDUCATION

Shepherd University August 2019- May 2021

Master of Business Administration (M.B.A.): GPA: 4.0/4.0 Shepherdstown, West Virginia University of Nevada Las Vegas August 2014- May 2018 Bachelor of Science in Business Administration-Finance: GPA: 3.5/4.0 Las Vegas, Nevada WORK EXPERIENCE

Graduate Assistant Coach August 2019-May 2021

Shepherd University Shepherdstown, West Virginia

• Administered all aspects of the tennis program including: compliance, recruiting, promoting/fundraising, team travel arrangements, athletic administration support, quality coaching and instruction, and community service initiatives for 18 players and 12 faculty members

• Managed the purchasing of equipment, clothes, hotels and travel, ensuring that the program operated within its $50,000 budget Financial Advisor June 2018- June 2019

New York Life Insurance Company Las Vegas, Nevada

• Built relationships with +/-15 clients to determine financial needs and goals, establishing a loyal network of clients

• Analyzed investments and created actionable plans to meet the clients’ objectives

• Created and presented detailed, research-based financial strategies to clients

• Promptly resolved customer service issues and answered financial questions ATHLETICS & LEADERSHIP

Division 1 Women’s Tennis Player-UNLV August 2014 – May 2018

• Senior Team Captain, managing 20+ hours of practice per week while maintaining a rigorous class schedule

• 4-Year Full Scholarship Recipient receiving 4x Mountain West Conference All-Academic Honors

• Achieved and maintained a full scholarship throughout the four years of undergrad

• 1x Mountain West Division 1 Women’s Tennis Conference Champion Sector Analyst/Research Analyst August 2017-May 2018 UNLV Rebel Investment Group

• Collaborated with other students to manage an investment portfolio of $200,000 during two semesters, utilizing data analysis and thorough financial statement examination to create buy/sell pitches for publicly traded securities

• Conducted market/industry research, on-going due diligence, and idea sourcing

• Leading investment committee meetings and prepared materials for UNLV business school board All In Tennis Academy September 2017-June 2019

Tennis Coach

• Coached people of all age groups, developing relationships and player skillsets with an emphasis technique, footwork/movement, strategy/tactics and mental toughness

Community Service and Volunteering at UNLV

• Distributed food to people in need with UNLV Community Services OTHER RELEVANT EXPERIENCE

• Bilingual: English and Spanish (Native Speaker from Spain)

• Computer Skills: Proficient in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint skills

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