Diego Delany
Atlanta,GA
Overview
7
7
years of professional experience
1
1
Certification
Work History
Server/Bartender Shift Manager
Freddy's Bistro and Bar
06.2025 - Current
- Assisted in training new servers on restaurant procedures and service standards.
- Managed cash register operations and processed payments smoothly.
- Provided excellent customer service to ensure satisfaction.
Paraplanner
Freedom Financial Group
10.2024 - 06.2025
- Conducted comprehensive retirement planning analyses, including superannuation, pension strategies, and retirement income projections
- Helped create more efficient plans by utilizing advanced calculations, and adjusting excel models to help increase average client wealth over time while insulating them from market risk
- Assisted clients with understanding complex retirement concepts, pension commencements, and estate planning
- Utilized financial planning software in conjunction with Excel to model retirement scenarios and tax implications
- Analyzed and compared information, including financial data to identify trends and make recommendations
- Wrote and presented well-informed reports and ensured that financial plans are accurate and comprehensive
- Coordinated communication between clients and financial advisors for efficient service.
- Prepared detailed reports summarizing client portfolios and market trends.
Sales and Customer Engagement Associate
Buckle
01.2023 - 12.2023
- Drove sales through engagement of customers, suggestive selling, and sharing product knowledge
- Demonstrate in-depth product knowledge and sales education and provided weekly reports and progress updates to the Area Manager and District Manager
- Resolved customer inquiries and complaints to ensure satisfaction and loyalty.
- Participated in team meetings to discuss sales strategies and improve performance.
Portfolio Manager
UAB Green and Gold Fund
01.2021 - 01.2022
- Managed analysts, delegated work, and set deadlines.
- Extensive work in Excel modeling and Bloomberg Terminal research
- Created various financial models like DCF Models, and presented a researched in-depth report on companies
- Orchestrated the exit of low-performing assets increasing performance of my sector by 15%
Resident Assistant
UAB Student Housing And Resident Life
01.2020 - 01.2022
- Built a safe, inclusive residential community for 20-30 students, including created and running floor meetings and managed disputes between residents
- Use of Excel to track visitation and compliance
- Prompt response to complaints, reports, and emergencies
- Submitted reports on illicit activities, violations, and safety issues
Investment Analyst
UAB Green and Gold Fund
01.2019 - 01.2021
- Assisted in managing the fund's endowment of $500,000
- Extensive work in Excel modeling and Bloomberg Terminal research
- Created informative decks in PowerPoint and compiled research from various financial institutions
Education
Bachelor of Science - Economics
University of Alabama At Birmingham
Birmingham, AL12.2023
Some College (No Degree) - Business
Nebrija University
Madrid, SpainSkills
- Excel modeling and financial analysis
- Retirement planning
- Sales strategies and reporting
- Communication skills
- Data analysis and problem solving
- Attention to detail
- Report writing
- Suggestive selling techniques
- Financial modeling and software proficiency
- Client communication and engagement
- Team collaboration
- Time management and project coordination
Research And Analytical Projects
- Performed statistical analysis within a research paper on habitual felony offender laws and their correlative effect on crime.
- Created models using regression techniques to analyze the quantity of greenhouse gas produced by domestic animals on a senior project.
Websites
Certification
- NIPR Alabama Life and Health Insurance Producer License, 03/07/25
- Udemy: The Ultimate MySQL Bootcamp, 10/23/24
Student Organizations And Certifications
- Investment Analyst, UAB Green and Gold Fund, 01/19, 05/21, Assisted in managing the fund's endowment of $500,000., Extensive work in Excel modeling and Bloomberg Terminal research., Created informative decks in PowerPoint and compiled research from various financial institutions.
- Portfolio Manager, UAB Green and Gold Fund, 01/21, 05/22, Managed analysts, delegated work, and set deadlines., Extensive work in Excel modeling and Bloomberg Terminal research., Created various financial models like DCF Models, and presented a researched in-depth report on companies., Orchestrated the exit of low-performing assets increasing performance of my sector by 15%.
Coursework
- Managed analysts, delegated work, and set deadlines.
- Accounting and GAAP knowledge.
- Quantitative Methods: Microsoft Excel, R, Economic Regressions Modeling, and SQL.
Accomplishments
https://www.uab.edu/business/home/collat-news/econ-student-awarded-prestigious-scholarship-to-study-abroad
Timeline
Server/Bartender Shift Manager
Freddy's Bistro and Bar
06.2025 - Current
Paraplanner
Freedom Financial Group
10.2024 - 06.2025
Sales and Customer Engagement Associate
Buckle
01.2023 - 12.2023
Portfolio Manager
UAB Green and Gold Fund
01.2021 - 01.2022
Resident Assistant
UAB Student Housing And Resident Life
01.2020 - 01.2022
Investment Analyst
UAB Green and Gold Fund
01.2019 - 01.2021
Bachelor of Science - Economics
University of Alabama At Birmingham
Some College (No Degree) - Business
Nebrija University