Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Daniel Zamora

Daniel Zamora

Sarasota

Summary

I am a motivated high school senior with a 4.0 weighted GPA, and I will be attending Florida

Atlantic University (FAU) to pursue a degree in Business. I have a strong foundation in financial strategy, backed by one year of experience as an independent contractor in wealth management. In this role, I gained valuable skills in analyzing financial markets, managing client portfolios, and developing personalized financial strategies. I am known for my attention to detail, organizational skills, and proactive approach to learning. I'm excited to continue developing my financial expertise and contribute to the business world through both my academic and practical experiences.

I expect to have completed my SIE and Series 65, and Adventis FMC exams before Fall 2025.

Overview

Work History

Independent Contractor

Advanced Wealth Management LLC
01.2025 - Current

Developed and oversaw allocation models for client portfolios.

Cultivated strong client relationships.

Education

High School Diploma -

Pine View School For The Gifted
Sarasota, FL

Skills

  • Client relationship building
  • Workload management
  • 3-Statement financial models
  • Excel

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
Haitian Creole
Professional Working

Timeline

Independent Contractor

Advanced Wealth Management LLC
01.2025 - Current

High School Diploma -

Pine View School For The Gifted
Daniel Zamora