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Bilingual Spanish Registered Representative

Location:
Denver, CO
Posted:
May 30, 2023

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Resume:

Christal Vigil

**** ***** ****** ********, ** ***28 Cell 915-***-**** adxenb@r.postjobfree.com

Professional Summary

Self-driven candidate exhibiting excellent time management strategies. Seeking to master skills and in turn apply to an efficient and effective manner; strong advocate of being proactive, observant and analytical to solidify and produce excellent individual/team productivity; strong ability to defuse conflict related matters.

Hard/Soft Skill Summary

●Leadership, interpersonal

●Team-oriented, motivated

●Adaptable and observant

●QBs Beginner Experience

●Conflict management

●Property management

●Resident/client relations

●MS Operation Systems

●75 WPM, Bilingual Spanish

●Excellent written/verbal

●Fair Housing/Eviction Cert

HR

Professional Experience

WhippleWood CPAs Firm Coordinator January 2019 – present

●Client database management facilities & record retention management project management

●Manage calendars, schedules, travel arrangements, track and schedule CPE, corporate event planning

●Prep agendas for weekly executive staff meetings, invoice prep, deposit AR

●Engage in firm committee meetings to discuss strategies that will enhance internal/external operations

●Assist with crafting RFPs and marketing strategies

WhippleWood Advisors, LLC January 2019- present

●Assist with mandated annual compliance meetings

●Track email correspondence and retain for record keeping per state regulations

●Responsibility to assist and ensure compliance is met contingent on state requirements

●Prepare and send quarterly informational invoice statements

●Audit accuracy of fees/formulas contingent on investor/advisor agreements

●Ensure disclosure documents are delivered and provided to client as required per state regulations

●Assist third party consultant with annual ADV preparation, renewal requirements, u-4s, etc.

Real Property Management Colorado Staff Account/Administrative July 2010-January 2019

●Managed all lease, HOA, and city violations and main contact for all client matters regarding violations

●Managed the eviction process, rent collection and outstanding monies due to company and/or clients

●Prep and monitor legal demand notices for rent or compliance, commence appropriate action as need be

●Distributed monthly rental payments to clients and was main point of contact for any billing questions

●Process security deposits in accordance with lease agreement, review move-in/move-out condition of property, review quarterly inspections of property and commence action when need be

Certifications/Licenses

SAS 9 Certified Base Programmer 2018 CO Life (active) Series 6-- Limited Registered Representative (inactive)

Educational Experience

Community College of Denver, AA Arts GS 2016 University of Colorado Denver, BA Economics 2019

Coursework Experience

Econometrics Statistics Labor Economics Data Analysis with SAS Money and Banking

Extract, analyze and interpret live data, recognize trends and detect outliers and estimate accuracy via statistical methods. Use statistical methods to develop and test hypotheses in order identify relationship amongst variables. Perform single and multiple variable regression analysis.



Contact this candidate