Diego A. Garcia
El Paso,TX
Summary
Knowledgeable Financial Services Associate with over 3 years of experience helping clients choose the best investment and insurance policies. Accurate and detail-oriented with outstanding computational abilities. Talented in preparing, reviewing and analyzing financial statements.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Simple IRA Specialist
ADP
09.2023 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Studied financial documents to identify potential areas needing improvement.
Financial Services Representative
Fidelity Investments
03.2022 - 08.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
Education
BBA - Financial Analysis
The University of Texas At El Paso
El Paso, TX12.2020
Associate of Arts - Business Administration
El Paso Community College
08.2018
Skills
- Decision-Making Abilities
- Performance Metrics Evaluation
- IRA Regulations Knowledge
- Retirement Planning Expertise
Certification
- Licensed FINRA Series 6 - current
- Licensed FINRA Series 63 - Current
Timeline
Simple IRA Specialist
ADP
09.2023 - Current
Financial Services Representative
Fidelity Investments
03.2022 - 08.2023
BBA - Financial Analysis
The University of Texas At El Paso
Associate of Arts - Business Administration
El Paso Community College