David Camilo Baez
Lauderhill,FL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level sales position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
Work History
Financial Advisor
National Relief Center
12.2022 - Current
- Talk with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Studied financial documents to identify potential areas needing improvement.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on potential risks and rewards associated with various investments.
Delivery Driver
Doordash
01.2022 - Current
- Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
- Delivered packages to customer doorsteps and business offices.
- Worked scheduled hours as required and took on available shifts during holidays and busy periods.
Pizza Cashier and Delivery
Frankies Pizza And Wings
05.2022 - 09.2022
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Performed cash, card and check transactions to complete customer purchases.
- Answered questions about store policies and addressed customer concerns.
- Encouraged customers to make additional purchases by highlighting current deals and keeping lane well-stocked.
- Stocked, tagged and displayed merchandise as required.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Lifted up to 60 pounds at once and used forklift to move heavier loads.
Mixed Martial Arts Instructor
Cardonas Academy Of Martial Arts
06.2020 - 08.2021
- Organized activities to promote learning and increase student enjoyment.
- Facilitated learning of various self-enrichment topics through detailed lesson plans.
- Advised students on selecting and developing effective study habits for self-enrichment topics.
- Organized events and tournaments to provide opportunities for students to showcase skills.
- Taught both core principles and fighting techniques to students of all levels.
- Kept up with certifications and continuing education to provide students with best possible instruction.
Education
Santaluces Community High School
Lantana, FL05.2022
Skills
- Equity and Debt
- Stock Market Understanding
- Cash Handling
- Industry Research
- Financial Knowledge
- Customer Service
- Map Reading Skills
- Responsible Driver
- Food Delivery
- Attention to Detail
- Ability to Lift 50 Pounds
- Spanish Fluency
- Fluent in English
- Basic Math Skills
Languages
Spanish
Native or Bilingual
English
Full Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Financial Advisor
National Relief Center
12.2022 - Current
Pizza Cashier and Delivery
Frankies Pizza And Wings
05.2022 - 09.2022
Delivery Driver
Doordash
01.2022 - Current
Mixed Martial Arts Instructor
Cardonas Academy Of Martial Arts
06.2020 - 08.2021
Santaluces Community High School
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