Arturo Castillo
Dallas,TX
Summary
Detail-oriented finance professional with a strong foundation in mathematics, financial analysis, capital markets. Currently advancing as a Workplace Planning Associate at Fidelity Investments, where I earned the SIE, Series 7, and Series 66 licenses. Skilled in financial modeling, risk assessment, and data analytics, with experience translating complex datasets into actionable investment insights to support strategic decision-making.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Workplace Planning Associate
Fidelity Investments
04.2025 - Current
- Selected for Fidelity's Workplace Planning Associate program, a structured path to develop licensed financial professionals.
- Successfully obtained SIE, Series 7, and Series 66 licenses under Fidelity sponsorship.
- Built expertise in brokerage operations, investment products, and regulatory compliance.
- Transitioning into client-facing responsibilities advising workplace plan participants on retirement planning and investment strategies.
Lead Server and Trainer
Bistro 31, Lombardi Family Concepts
01.2016 - Current
- Performed quantitative analysis of sales data to identify trends and drive 20-40% increases in average transaction size.
- Designed training programs to improve team performance and ensure compliance with operational standards.
- Presented key operational insights to management, improving decision-making processes and workflow efficiency.
Bar Manager and Shift Supervisor
Metropolitan
01.2020 - 01.2022
- Reviewed vendor contracts and ensured compliance with budgetary and operational requirements.
- Optimized cash handling and reconciliation processes, reducing discrepancies by 25%.
- Conducted financial analyses to optimize budgetary compliance, resulting in a 10% increase in profitability.
Education
Master of Science - Finance And Economics
West Texas A&M University
Canyon, TX08.2024
Bachelor of Science - Mathematics
West Texas A&M University
Canyon, TX12.2021
Skills
- Financial Modeling
- Excel, SQL, and Data Querying
- Risk Analytics
- Data Interpretation
- Cost Estimation & Analysis
- Mathematical Rigor and Logic Comprehension
- Client Relationship Management
- Leadership and Team Management
- Project Management
Certification
- FINRA Securities Industry Essentials (SIE) - 2025
- FINRA Series 7 - 2025
- NASAA Series 66 - 2025
Timeline
Workplace Planning Associate
Fidelity Investments
04.2025 - Current
Bar Manager and Shift Supervisor
Metropolitan
01.2020 - 01.2022
Lead Server and Trainer
Bistro 31, Lombardi Family Concepts
01.2016 - Current
Bachelor of Science - Mathematics
West Texas A&M University
Master of Science - Finance And Economics
West Texas A&M University
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