ALEXZANDER CARLOS
Summary
Finance graduate from California State University, Fresno with experience supporting financial advisors and building strong client relationships in fast-paced customer-facing environments. Skilled in financial analysis, client service, communication, and problem solving. Currently preparing for the Securities Industry Essentials (SIE) Exam with a long-term goal of becoming a trusted financial advisor. Passionate about helping individuals and families make informed financial decisions while delivering exceptional client experiences.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Finance Intern
ThiesenDueker Modern Wealth Management
Fresno, CA
06.2026 - 08.2026
- Developed an understanding of financial products and advisory processes
- Strengthened communication and relationship-building skills
- Learned investment planning principles and retirement strategies
- Gained valuable experience shadowing and learning day-to-day operations of a professional financial services
- Built and Assets Under Management (AUM) reports
- Attended 401(k) enrollment meetings, educating employees on plan options and supporting informed retirement‑planning decisions
Bartender
Me n Eds Victory Grill
Fresno
08.2024 - Current
- Managed high-volume customer interactions while delivering exceptional service in a fast-paced environment.
- Delivered exceptional customer service, fostering engaging interactions with guests
- Built customer relationships through personalized recommendations and communication.
- Processed hundreds of cash and credit transactions with accuracy and accountability.
- Coordinated with team members to streamline daily operations and enhance service efficiency.
Server
Yosemite Falls Cafe
Fresno
11.2021 - 07.2024
- Boosted sales through up-selling and product knowledge by 20%.
- Provided personalized service to boost customer satisfaction.
- Managed reservations and seating to optimize table turnover.
- Trained team members and offered performance feedback to enhance service quality.
- Improved shift efficiency through delegation and task prioritization.
Volunteer
The RIDE Foundation
Reedley, CA
01.2024 - 05.2024
- Enhanced donor and volunteer engagement through targeted initiatives.
- Increased awareness and secured funding for key projects.
- Coordinated launch of new support groups to expand community support.
- Created and broadcasted public service announcement with One Putt Broadcasting.
- Managed social media, updated website, secured sponsorships.
- The RIDE Foundation is a dual-mission 501(c)(3) nonprofit dedicated to helping those who suffer from emotional trauma using equine therapy
Education
Bachelor of Science - Business Administration - Finance
California State University
Fresno05-2026
Skills
- Financial Analysis
- Financial Planning Fundamentals
- Investment research
- Wealth Management
- Computer Skills
- Data Entry
- Cost Analysis
- Proficiency in Excel
- Client Relations
- Communication
- Time Management
- Problem Solving
- Team Collaboration
- Attention to Detail
- Money Handling
Certification
- Securities Industry Essentials (SIE) - Currently Preparing
Timeline
Finance Intern
ThiesenDueker Modern Wealth Management
06.2026 - 08.2026
Bartender
Me n Eds Victory Grill
08.2024 - Current
Volunteer
The RIDE Foundation
01.2024 - 05.2024
Server
Yosemite Falls Cafe
11.2021 - 07.2024
Bachelor of Science - Business Administration - Finance
California State University