Stockbroker/ TV or Radio Host

Daniela Cruz

** ******** *****, *** **** NY *****

Phone: 917-***-**** • Mail: *********@*****.***

EDUCATION

* Bachelor’s degree in Finance.

Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM)

Aug. 2004 - Dec. 2008

* Studied a semester abroad in Switzerland and Italy.

Jan. 2003 – Aug. 2003

SKILLS

* Fluent in English and Spanish. Vast comprehension of Italian and basic of French.

* Proficient in PC/Mac programs.

CERTIFICATIONS

*Series 7 licensed.

*Series 63 licensed.

*Bloomberg certificate in Equity and Fixed Income.

*Mexican Association of Financial Intermediaries.

WORK EXPERIENCE

Max International Broker Dealer

Stockbroker/ New York, Jul. 2010- Present

Export Management Corporation

Export Management/ New York, Mar. 2010- Apr. 2010

Responsibilities:

- Providing customer service.

- Keeping accounts receivable up to date.

Vector Brokerage

Financial Analyst (Mutual Funds)/Mexico, Apr. 2009 – Feb. 2010

Responsibilities:

- Elaborating each Fund’s Prospectus and Fact Sheets.

- Formulating Trimester Reports with each Mutual Fund’s performance in order to comply with Federal regulations.

- Developed a yield calculator for clients that used historic Fund yields to calculate possible yields in the future.

- Preparing weekly analyses and reports to present to the Investments Committee. Developed tools in Excel to expedite efficiency in Mutual Funds analyses and reports.

- Writing the contribution from the Mutual Fund team to the weekly institutional magazine published for clients.

- Creating new tools to help brokers inject capital into the company’s Funds; I was personally responsible for creating the first brochures for Equity and Fixed Income Funds that were later distributed nationwide.

- Providing information through engaging Power Point/PDF/Excel presentations for clients on a monthly basis and specific information upon their request.

- Keeping Fund information up to date and presentable for clients and on the Internet site.

- Monitoring the entrance and exit of the investment capital in Funds in order to prevent losses.

Chemik

Credit Analyst / Mexico, Mar. 2007 – Aug. 2008

Responsibilities:

- Analyzed and evaluated the credit worthiness of potential and existing clients reviewing their financial statements.

- Prepared written and oral presentations of proposals including recommendations for approval or denial for top tier executives to base their decisions.

U.S. Citizenship

Available for travel

Contact this candidate