Arie Bojorquez
Las Vegas,US
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Consultant
Equitable Advisors
04.2024 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Bookkeeper
The Paul Powell Law Firm
06.2021 - 10.2023
- Reconciled accounts and reviewed expense data, net worth, and assets
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations
- Developed strong communication and organizational skills through working on group projects.
- Skilled at working independently and collaboratively in a team environment.
Capitol Bridge LLC
04.2021 - 06.2021
- Coordinated project planning and execution with team members and team leads
- Communicated effectively with team members to deliver updates on project milestones and deadlines
- Solved project-related issues by collaborating with team members to find solutions that ensured project success
Delivery Driver
Amazon
11.2020 - 04.2021
- Delivered over 100 packages per day with a 99% on time rate by using a combination of GPS and old fashioned map reading
- Optimized daily routes to minimize delivery time by up to 20%, resulting in reduced costs and improved customer satisfaction.
Education
Psychology -
University of Arizona
Tucson, AZ01.2017
Certification
- Series 7
- Series 66
- Life & Health Insurance
Timeline
Financial Consultant
Equitable Advisors
04.2024 - Current
Bookkeeper
The Paul Powell Law Firm
06.2021 - 10.2023
Capitol Bridge LLC
04.2021 - 06.2021
Delivery Driver
Amazon
11.2020 - 04.2021
Psychology -
University of Arizona