Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Augusto Ureta

Augusto Ureta

Chicago,IL

Summary

A former NCAA student athlete, driven and analytical finance major graduate with a solid foundation in financial principles and methodologies. Seeking to leverage academic knowledge and internship experience to contribute effectively to a dynamic finance team. Eager to apply strong quantitative skills, attention to detail, and strategic mindset to support organizational goals while continuously enhancing professional development experience while pursuing a master's degree in finance or business administration, alongside acquiring relevant financial licenses to enhance my expertise and credentials.

Overview

3
3
years of professional experience

Work History

Treasury Management Seasonal Associate

Wintrust Financial Corporation
11.2023 - Current
  • Bank Relationship Management: Supporting in maintaining relationships with financial institutions, including opening, and closing accounts, negotiating service fees, and resolving banking issues
  • Cash Position Reconciliation: Reconciling bank statements with internal records, identifying discrepancies, and investigating variances to ensure accurate financial reporting
  • Ensuring the security of Wintrust by detecting fraudulent information and activity Ensuring compliance with regulatory requirements and internal policies related to treasury operations
  • Prepare Treasury Management documents/agreements and implement appropriate services for new and existing customers.

Fintech Intern

Invest Lithuania
06.2023 - 07.2023
  • Part of the LISS Program, Lithuanian International Student Services” program is a program organized by the Lithuanian American community for university students of Lithuanian descent in the United States of America and Canada Received five cultural communication credits from the University of Vilnius Analyzed the comprehensive meeting and process between Invest Lithuania and prospective companies to gain knowledge and focus on benefiting the organization
  • Using Pitchbook and Apollo, I analyzed companies and their past ventures and deals to hypothesize their future goals and expectations
  • Analyzed companies in Frankfurt and Milan to scope out any companies worth scheduling a visit to spark interest in investing in Lithuania Assisted in researching companies in preparation for the 2023 London Fintech Conference to attract organizations to Lithuania

Treasury Management Intern

Wintrust Financial Corporation
05.2022 - 11.2022
  • Using research and connections with the company, I was tasked with creating the master product guide for the 2022-2023 year showcasing what Wintrust has to offer clients
  • Bank Relationship Management: Supporting in maintaining relationships with financial institutions, including opening, and closing accounts, negotiating service fees, and resolving banking issues
  • Cash Position Reconciliation: Reconciling bank statements with internal records, identifying discrepancies, and investigating variances to ensure accurate financial reporting
  • Ensuring the security of Wintrust by detecting fraudulent information and activity Ensuring compliance with regulatory requirements and internal policies related to treasury operations.

Residential Assistant

Carroll University
08.2021 - Current
  • Promote interaction among floor members to create an atmosphere for personal, academic, spiritual, and social growth Maintain safe living and learning environment with residents through listening and confrontation skills and campus resources Assist with resident check-ins/outs, hall opening and closings, room inspections, roommate agreements, and associated paperwork Provide assistance, guidance, and support for residents by upholding the policies in the student handbook

Education

Bachelor of Science - Major: Finance, Minor: Economics

Carroll University
Waukesha, Wisconsin
05-2024

Skills

  • Computers: MS Office (Excel, PowerPoint, Word), Java, Python, Pitchbook and Apollo
  • Financial Mathematics
  • Financial and Managerial Accounting
  • Leadership: Swim Captain for high school varsity swimming
  • Languages: English, Lithuanian, intermediate Spanish
  • Management Support

Timeline

Treasury Management Seasonal Associate

Wintrust Financial Corporation
11.2023 - Current

Fintech Intern

Invest Lithuania
06.2023 - 07.2023

Treasury Management Intern

Wintrust Financial Corporation
05.2022 - 11.2022

Residential Assistant

Carroll University
08.2021 - Current

Bachelor of Science - Major: Finance, Minor: Economics

Carroll University

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Augusto Ureta