CARLOS VIZCARRA
Troy,MI
Summary
Self-motivated and detail-oriented Portfolio Management Administrator with leadership, organizational skills, and a strong work ethic. Efficient in handling tasks independently, excels in problem-solving, and consistently communicates effectively to ensure seamless operations. Adept at multitasking, manages diverse responsibilities with precision and efficiency.
Overview
7
7
years of professional experience
Work History
Portfolio Management Administrator
Frisch Financial Group
09.2022 - 09.2024
- Current vs. proposed portfolio analyses.
- Data input, editing, and upkeep in Black Diamond.
- Assist with meeting prep for client investment meetings.
- Participation in Investment Department.
- Categorizing new assets.
- Assist Compliance Department.
- Assist with portfolio analysis and quarterly commentary.
- Create stock options spreadsheets.
401(k)/529 review. - Analyzed financial trends and provided detailed financial reports to management.
Finance Intern
Lincoln Financial
Fishkill, New York
07.2019 - 08.2021
- Assist with portfolio management.
- Manage client accounts and take necessary actions.
- Responsible for creating personalized financial plans for clients.
- Developed and maintained courteous and effective working relationships.
- Create annual/monthly/quarterly schedules.
- Facilitated month-end close processes, journal entries and account reconciliations.
Customer Support Intern
Central Hudson
Poughkeepsie, New York
06.2018 - 05.2019
- Responsible for landlord information upkeep throughout serviced areas.
- Facilitated data migration and implemented record-keeping efficiencies by preparing data in Excel for responsible stakeholders.
- Supported upper-management in adopting new technologies for improved workflow and time-management efficiency.
- Helped company by updating information from CIS to new software that addressed long-standing problems.
Accounting Intern
Flavormatic Industries
Wappingers Falls, New York
06.2017 - 06.2018
- Facilitated financial record-keeping including research, filing, and data entry.
- Prepared financial reports including balance sheets, invoices, and income statements.
- Supported company and client initiatives through data analyzation, information tracking.
Education
Bachelor of Arts - International Trade
SUNY At Buffalo
Buffalo, NY05.2022
Bachelor of Science - Business Administration
Dutchess Community College
Poughkeepsie, NY05.2020
Skills
- Investment Principles
- Time management
- Financial Management
- MS Office
- Detail-oriented data analysis
- Team Communication and Collaboration
Additional Information
- Future Educators Association Award (‘14- ‘15)
- Business and Marketing Honor Society Award (‘16'18)
- Exemplary Character and Citizenship Award (‘17)
- Rebuilding Together Dutchess County disaster relief fundraising event (‘17)
- Dean's List ('18,'19,'20)
Languages
Spanish
Native or Bilingual
Timeline
Portfolio Management Administrator
Frisch Financial Group
09.2022 - 09.2024
Finance Intern
Lincoln Financial
07.2019 - 08.2021
Customer Support Intern
Central Hudson
06.2018 - 05.2019
Accounting Intern
Flavormatic Industries
06.2017 - 06.2018
Bachelor of Arts - International Trade
SUNY At Buffalo
Bachelor of Science - Business Administration
Dutchess Community College
Similar Profiles
Joseph HershkowitzJoseph Hershkowitz
Team Member at Torah Bowl Team at FrischTeam Member at Torah Bowl Team at Frisch
Naomi OshinskyNaomi Oshinsky
American Sign Language at Frisch SchoolAmerican Sign Language at Frisch School
Aiden BrandmanAiden Brandman
Internship at Political Campaign For Adam FrischInternship at Political Campaign For Adam Frisch