Clari Ascencio
Summary
First-Generation graduate from the University of Washington with a Bachelor of Arts in Business Administration, concentrating in Finance and Marketing. Bringing strong foundations in financial modeling and analysis, problem solving, and risk management . My education has equipped me with a robust understanding of market trends, portfolio management, and valuation techniques. I am eager to learn and apply my soft and analytical skills in an entry-level role in Finance, where I can contribute to and grow with dynamic teams.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Digital Marketing Research Project Volunteer
Renewal Food Bank
01.2024 - 03.2024
- Conducted comprehensive digital marketing research and analysis for Renewal Food Bank, including social media audit, A/B Testing, SEO/SEM analysis, resulting in recommendations to optimize social media presence and engagement with goals on reaching more donors
Wealth Management Intern
Northern Trust Corporation
06.2023 - 09.2023
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created and serviced investment objective forms (Investment Policy Statements)
- Built Goals-Driven wealth management profiles across different platforms to collect and organize the client’s information
- Assist with preparing investment books and presentations for client meetings
- Created various organizational spreadsheets and family trees for partners
- Attended investments forums and corporate finance presentations
Customer Service Representative
Fogo De Chão
05.2017 - Current
- Assist as a assitant manager to employees, guests, and our management team
- Facilitate service activities to enhance and enable the guest experience
- Complete any beginning or closing shift duties as directed by management
- Lead and accommodate servers, hosts, and managers throughout the entirety of their shift
- Train new personnel in the areas of serving, bussing, or hosting
- Promote appetizers, specialty cuts, and desserts to optimize product sales
- Work alongside Sales Manager assisting with drafting and executing sales contracts, and delivering events
Education
Bachelor of Arts - Business Administration, Finance & Marketing
University of Washington
06-2024
Skills
- Microsoft Office 365 (Excel, Word, PowerPoint, Teams)
- Financial Modeling and Analysis
- Risk Management
- Portfolio Management
- Valuation Techniques
- Data Analysis
- Regulatory Compliance
- Client Relationship Management
- Time Management
- Problem Solving
- Adaptability
- Collaboration
Certification
- Washington State Seal of Biliteracy in Spanish
- JPMorgan Chase's Investment Banking on Forage Completion Certificate
- Lean Six Sigma White Belt
Languages
Spanish
Native or Bilingual
Portuguese
Professional Working
English
Native or Bilingual
Timeline
Digital Marketing Research Project Volunteer
Renewal Food Bank
01.2024 - 03.2024
Wealth Management Intern
Northern Trust Corporation
06.2023 - 09.2023
Customer Service Representative
Fogo De Chão
05.2017 - Current
Bachelor of Arts - Business Administration, Finance & Marketing
University of Washington
Similar Profiles
Aishwarya RajAishwarya Raj
Volunteer at Renewal Food BankVolunteer at Renewal Food Bank
Lily KlingLily Kling
Volunteer at Houston Food Bank, Central Texas Food BankVolunteer at Houston Food Bank, Central Texas Food Bank
OLUKOYA FLORENCEOLUKOYA FLORENCE
Volunteer at Parker Street Food and Furniture Bank/Life Branch Church food bankVolunteer at Parker Street Food and Furniture Bank/Life Branch Church food bank
Logan BenksteinLogan Benkstein
Digital Marketing Research Project at UWSPDigital Marketing Research Project at UWSP
Abhishek MondalAbhishek Mondal
Assist in developing strategies to establish a lasting digital connection with consumers Brand and promote the company's presence across various social media platforms Launch optimized online advertisements using Google Ads and social media marketing to enhance company and brand awareness Actively participate in SEO efforts, including keyword optimization, image and webpage optimization, and back-linking etc Prepare newsletters and promotional emails for email and WhatsApp marketing campaigns Provide creative ideas for content marketing and update website design Perform basic graphic design tasks using Canva to improve user experience Conduct market and competitor research, along with Google Analytics analysis Engage in various traditional marketing activities at Meenakshi Polymers (P) Ltd.Assist in developing strategies to establish a lasting digital connection with consumers Brand and promote the company's presence across various social media platforms Launch optimized online advertisements using Google Ads and social media marketing to enhance company and brand awareness Actively participate in SEO efforts, including keyword optimization, image and webpage optimization, and back-linking etc Prepare newsletters and promotional emails for email and WhatsApp marketing campaigns Provide creative ideas for content marketing and update website design Perform basic graphic design tasks using Canva to improve user experience Conduct market and competitor research, along with Google Analytics analysis Engage in various traditional marketing activities at Meenakshi Polymers (P) Ltd.