Bryan Hernandez
Summary
Enterprising financial professional with a proven track record of success in providing sound financial recommendations based on thorough data collection, diligent financial monitoring, and strategic business planning. Skilled in conducting comprehensive financial analysis, generating accurate reports, managing contracts, and forecasting future trends. Committed to maintaining high standards of quality and resolving issues through effective financial planning. Proficient in utilizing exceptional communication skills to cultivate and nurture long-term relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Associate
JPMorgan
02.2022 - Current
- Managed client assets in excess of $400 million on a 3-person wealth management team
- Prepared financial plans, conducted investment research, and completed trades and transactions to assess and meet clients financial goals
- Facilitated new client onboarding process and investment account setup
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Helped individuals, entities and families build and execute wealth management strategies based on unique goals and objectives
- Leveraged knowledge of stock valuations and trending changes to optimize collateral approaches
- Analyzed customer portfolios to recommend adjustments and new investments
- Sourced qualified investors for real estate, hedge fund, venture capital and private equity funds
- Sourced qualified investors for syndicate and IPO offerings
- Sourced and contacted prospective clients
- Performed front end transactions such as wire transfers, ACH transfers, securities transactions and account transfers
- Performed equity research analysis and trade execution for PM strategies
Relationship Banker
JPMorgan Chase
09.2019 - 02.2022
- Developed prospects from current commercial customers, referral leads, or sales and trade meetings
- Analyzed customers' financial information to deliver personalized account guidance.
- Leveraged partners throughout all bank sectors to develop customized solutions for client's individual needs
- Completed due diligence when onboarding new clients to abide by Know Your Customer and Anti Money Laundering Standards
- Interviewed new business clients to document beneficial owners, expected transaction amounts and types, business location and business activity
- Held manager on duty designation to assist with executing and delivering branch operations
- Cultivated strong customer relationships by providing tailored advice and services
Assistant Property Manager
Key Colony Homeowners Association
07.2016 - 08.2019
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Administered payroll for over 50 staff members
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
- Analyzed operational information for impact on ROI, identified trends and recommended appropriate adjustments.
- Planned and held quarterly staff safety meetings
- Prepared and reviewed employee evaluation reports
- Developed and implemented work order organization and asset tracking programs.
- Performed IT support by troubleshooting, updating devices and supporting software.
Life Insurance Agent
Primerica
06.2015 - 08.2019
- Explained advantages, features, and disadvantages of various policies to promote sale of plans
- Provided coverage option information to assist clients in protecting assets
- Increased sales of life insurance products through tactical customer outreach
- Conducted research and identified market trends to develop better strategies for sales
- Identified and solicited sales prospects in agency databases
Education
MBA - Finance
Florida International University
Miami, FL03.2022
Bachelor of Business Administration - Business Administration And Management
Florida International University
Miami, FL07.2018
Skills
- Financial Planning
- Retirement Needs
- Investment Advice
- GAAP Accounting
- Wealth Management
- Order Execution
- Price Analysis
- Investment performance analysis
- Customer Service
- Investment strategy
- CRM Software
- Asset allocation
- Regulatory Compliance
- Excel Financial modeling
- Oracle EPM
- Stock Market Expertise
- Portfolio management
- Quantitative analysis
- Investment philosophy
Certification
- CFA Level 2 Candidate
- Series 6
- Series 7
- Series 66
- Florida Life Insurance and Variable Annuities
- Securities Industry Essentials Examination (SIE)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Investment Associate
JPMorgan
02.2022 - Current
Relationship Banker
JPMorgan Chase
09.2019 - 02.2022
Assistant Property Manager
Key Colony Homeowners Association
07.2016 - 08.2019
Life Insurance Agent
Primerica
06.2015 - 08.2019
MBA - Finance
Florida International University
Bachelor of Business Administration - Business Administration And Management
Florida International University
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