Summary
Overview
Work History
Education
Skills
Accomplishments
projects
Languages
Certification
Timeline
Generic
BRAULIO LOPEZ

BRAULIO LOPEZ

Dallas,TX

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Wealth Management Associate

Merrill Lynch
04.2022 - Current
  • Enhanced client satisfaction by delivering personalized wealth management solutions and strategies.
  • Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
  • Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
  • Collaborated with team members to develop tailored investment strategies, resulting in increased client retention rates.
  • Conducted in-depth research on market trends, enabling informed decision-making for optimal investment selections.
  • Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
  • Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
  • Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

Business Owner

BN7 REALTY LLC
06.2020 - 04.2022
  • Negotiated terms of business acquisitions to increase business base and solidify market presence
  • Studied market to determine optimal pricing of goods and capitalize on emerging opportunities
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
  • Analyzed and processed project specifics before capital deployments
  • Solved financial problems with the use of diverse analytical and modeling techniques
  • Provided clerical support, addressing routine and special requirements
  • Sorted, organized and maintained files
  • Assisted in industry trade shows, interacting with consumers and answering questions
  • Developed business, financial and analytical skills in fast-paced work environment
  • Assisted with projects by applying strong analytical skills and studies.
  • Increased client satisfaction by implementing innovative business strategies and streamlining processes.

Education

Bachelor of Science - Finance

The University of Texas At Dallas
Richardson, TX
05.2022

Skills

  • Cash Flow Management
  • Know Your Customer
  • Equity Research
  • CRM Software
  • Portfolio Management
  • Financial Modeling
  • Alternative Investments
  • Conflict Resolution
  • Sales Techniques
  • Client Relationship Management

Accomplishments

  • Part of the team "Shearer & Reed Wealth Management Team", Forbes " Best-in-State Wealth Management Teams" 2023,2024


projects

Senior Capstone Project, Sandalwood Engineering & Ergonomics, 2022, Designed a new accounting system with global accounting control that helped Sandalwood centralize its accounting activities in three different countries (Canada, USA, and Mexico). Established a new accounting software for easy access and integration with most ERPs. Restructured the workflow that eliminated delays in decision makings.

Languages

Spanish
Native or Bilingual

Certification

  • Securities Industry Essentials(SIE)
  • Series 7
  • Series 66
  • Currently working on obtaining CRPC designation

Timeline

Wealth Management Associate

Merrill Lynch
04.2022 - Current

Business Owner

BN7 REALTY LLC
06.2020 - 04.2022

Bachelor of Science - Finance

The University of Texas At Dallas

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BRAULIO LOPEZ