Christian Camilo
Ridgefield,NJ
Summary
Aspiring Wealth Manager with hands-on experience in financial planning, investment analysis, and client relations. Holds industry certifications including Series 7 and Securities Industry Essentials (SIE). Demonstrates strong foundation in investment products and financial markets, coupled with a detail-oriented approach to client engagement.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Wealth Management Intern
Equitable Advisors
Secaucus, NJ
10.2024 - Current
- Assist in developing comprehensive financial plans, focusing on retirement, investment, and wealth management strategies for clients
- Assist in performing investment analysis based on client portfolios and financial goals
- Assist in implementing tax-efficient investment strategies to maximize clients' after-tax returns.
- Support client prospecting efforts, including outreach, follow-ups, and meeting coordination
- Collaborate with senior advisors to refine financial strategies and enhance client portfolios
Sales Intern / Lead
The Commencement Group
Newark, NJ
04.2022 - 08.2024
- Thrived in a fast-paced environment, managing multiple customer transactions and inquiries
- Processed debit and credit transactions, ensuring accuracy and customer satisfaction
- Guided customers through purchasing decisions, offering personalized recommendations
- Led on-site teams, coordinating schedules and maintaining operational efficiency
Legal Assistant
Pandya Law Firm
Jersey City, NJ
07.2022 - 07.2024
- Provided administrative support, including managing calendars, scheduling appointments, and filing legal documents
- Drafted and proofread legal documents, such as Notices, Letters of Intent, and Powers of Attorney
- Gained proficiency in Microsoft Office (Outlook, Word, Excel) and document management systems
- Handled client communications, including answering calls and addressing inquiries
Shelf Stocker
Sugar Deli Food Corp
New York, NY
06.2017 - 06.2019
- Restocked shelves and ensured inventory was accurately displayed and organized
- Assisted with delivery coordination and unloading of supplies
- Maintained a clean and orderly store environment, ensuring a positive customer experience
Education
Bachelor of Science - Business Administration, Concentration in Finance
Montclair State University
Montclair, NJ05.2025
Skills
- Strong interpersonal communication and client relations abilities
- Advanced proficiency in Microsoft Excel, Word, and Office Suite
- In-depth knowledge of securities products and financial markets
- Adaptable Learner
- Strong analytical and investment-analysis skills
- Proven ability to manage teams, and collaborate in fast-paced environments
Certification
- Series 7
- Variable Life & Variable Annuity
- Securities Industry Essentials (SIE)
- New Jersey Insurance Producer
- New Jersey Accident & Health Insurance License
- Bloomberg Market Concepts Certification
Timeline
Wealth Management Intern
Equitable Advisors
10.2024 - Current
Legal Assistant
Pandya Law Firm
07.2022 - 07.2024
Sales Intern / Lead
The Commencement Group
04.2022 - 08.2024
Shelf Stocker
Sugar Deli Food Corp
06.2017 - 06.2019
Bachelor of Science - Business Administration, Concentration in Finance
Montclair State University
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