Summary
Overview
Work History
Education
Skills
Timeline
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CHRISTOPHER RIVERA

Richardson,TX

Summary

Analytical professional with expertise in the financial sector, specializing in productivity and efficient task completion. Proficient in data analysis, risk assessment, and strategic financial planning. Strong communication, problem-solving, and decision-making abilities drive exceptional performance in fast-paced environments.

Overview

3
3
years of professional experience

Work History

Financial Services Professional

Spectrum Financial Group
Richardson, TX
05.2024 - Current
  • Conduct in-depth reviews of clients' financial circumstances, current provisions, and future aims to develop strategic financial planning solutions.
  • Portfolio Management: Analyze financial information to recommend investments and develop a balanced portfolio that addresses client needs and financial goals.
  • Created detailed reports on investment trends and portfolio management strategies.
  • Researched economic trends, macroeconomic data, and industry developments.
  • Developed financial models to assess the performance of investments.
  • Assess risk tolerance, implement risk mitigation strategies, and educate clients on potential financial risks and management techniques.
  • Build and maintain lasting relationships with clients through excellent service and regular communication, ensuring their financial plans adapt to life changes and market conditions.
  • Ensure compliance with all regulatory requirements across financial activities and client interactions.
  • Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
  • Provide clients with up-to-date financial knowledge and guidance on market trends, enabling informed decision-making.
  • Collaborate with sales and investment professionals to improve client service delivery and meet organizational goals.

Intern

Randolph Brooks Federal Credit Union
  • Derive company's data to formulate reports on loan performance, perform credit risk analysis, and department performance.
  • Assigned with the project in formulating a conclusion on Classic Cars' performance in the economy and RBFCU loan origination, to whether the company should create a specialized plan for Classic Vehicles.
  • Performed exploratory data analysis on large datasets to identify trends and outliers.
  • Conducted research into industry best practices for data management processes and procedures.
  • Worked with compliance and auditing in researching updated Credit Union Compliance Laws and ensuring the Credit Union is abiding by them.
  • Managed diverse projects for data capture, storage and forecast analysis.
  • Synthesized current business intelligence or trend data to support recommendations for action.
  • Analyzed competitive market strategies through related product, market or share trends.
  • Collected business intelligence data from industry reports, public information or purchased sources.
  • Assessed programs to identify risks or problems to determine appropriate responses.
  • Employed Python and R for data manipulation and analysis tasks.
  • Prepared detailed reports and presentations summarizing analytical findings.

Salesman

Casey Carpet One
10.2022 - 05.2023
  • Maintained a current knowledge of market trends and competitive activities in the sales area.
  • Conducted regular sales meetings to review performance and develop strategies for achieving goals.
  • Identified opportunities for process improvements within the organization's sales operations.
  • Understand product knowledge, ability to problem solve, and demonstrate strong communication among everyone.
  • Attend professional meetings, providing presentations and detailed reports of the job site.
  • Build professional relationships with contractors, builders, realtors, residential clients, and local crew staff.
  • Provide strategic analysis on business to present competitive bid to the client against competitors.

Samsung Certified Expert

Best Buy
08.2021 - 10.2022
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Maintained updated knowledge through continuing education and advanced training.
  • Build quality relationships with customers to provide them with relevant and memorable product demonstrations.
  • Provides full service and solutions support to customers in the areas of Vendor Experience and premium home theater.
  • Responsible for delivering profitability by achieving revenue, margin, solution, and operational targets.
  • Highly skilled within a given area, work closely with other employees to demonstrate, promote, and sell products and services.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Education

Bachelor of Science -

Texas Tech University
Lubbock, TX
08-2024

Skills

  • Strategic Planning
  • Data Processing
  • Security solutions
  • Excel proficiency
  • Analytical Thinking
  • Risk Analysis
  • Finance
  • MS Excel
  • Budget Forecasting
  • Multiple Priorities Management
  • Compliance Analysis
  • SQL and Databases
  • Financial Management
  • Data Research and Validation
  • Portfolio Management
  • Wealth Management
  • Retirement planning
  • Cash Flow Management
  • Estate Planning
  • Microsoft proficiency
  • RStudio

Timeline

Financial Services Professional

Spectrum Financial Group
05.2024 - Current

Salesman

Casey Carpet One
10.2022 - 05.2023

Samsung Certified Expert

Best Buy
08.2021 - 10.2022

Intern

Randolph Brooks Federal Credit Union

Bachelor of Science -

Texas Tech University

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CHRISTOPHER RIVERA