Overview
Work History
Education
Skills
Athletic Experience
Timeline
Generic

Eduardo Gutierrez

Miami,FL

Overview

3
3
years of professional experience

Work History

Wealth Management Summer Analyst

Citi
05.2024 - 08.2024
  • Worked with lending advisors and product partners within Wealth Lending to help develop marketing materials related to all product offerings.
  • Utilized Salesforce functionality to help develop and incorporate a pipeline format and methodology to deepen and understand business momentum.


Launch Summer Intern

Ernst & Young
06.2023 - 08.2023
  • 10-week summer internship with EY, focusing on a rotation between Audit and Tax.
  • Conducted substantive testing on financial data to identify potential errors or misstatements, ensuring accurate financial reporting.

Virtual Insights Series

Goldman Sachs
05.2023 - 06.2023
  • Gained access to expert perspectives, research findings, and networking opportunities with professionals from Goldman Sachs


Citi Early ID Leadership Program

Citi
01.2023 - 05.2023

Global Wealth

  • Virtual training program introducing Citi and access to an accelerated recruiting process for an internship aligned to the Global Wealth department
  • Weekly meetings with mentors to network and discuss questions, current events, careers at Citi, etc.


Wealth Management Intern

Banco Sabadell
05.2022 - 08.2022
  • Gained experience and exposure from a variety of groups and individuals
  • Deepened an understanding of market data and technical/fundamental skills used to advise clients for future movements in the markets
  • Assisted on the development of a risk mitigation tool for measuring historical deviations and correlations of mutual fund strategies versus benchmarks and peers in order to determine exit levels when a strategy isn't performing.

Sales Associate

North Face
01.2022 - 05.2022
  • Acquired customer service expertise
  • Drove sales through engagement of customers, suggestive selling, and sharing product knowledge.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Education

BBA - Finance

University of Miami
Miami, FL
05.2025

Bachelor of Arts - Accounting And Finance

Eastern University
Wayne, PA
12.2022

Skills

  • Can write and speak fluently in both Spanish and English
  • Experience with Microsoft Word, Excel, Powerpoint and Outlook
  • Team Leadership, Collaborative Work, Time Management, and Organization
  • Analytical and Critical Thinking
  • Bloomberg Certified
  • Customer Experience

Athletic Experience

Kendall Academy Men's Soccer: 

August 2018 - May 2021
• Leader and captain of team 2020-2021 season.
• Led team to USDA Playoffs in 2019 and MLS NEXT Playoffs in 2021.

Eastern University Men's Soccer:

August 2021 - December 2022
• MAC Conference Academic Honor Roll. 

• Started 13 out of 17 games and led the team to a 10-5-2 record.

Timeline

Wealth Management Summer Analyst

Citi
05.2024 - 08.2024

Launch Summer Intern

Ernst & Young
06.2023 - 08.2023

Virtual Insights Series

Goldman Sachs
05.2023 - 06.2023

Citi Early ID Leadership Program

Citi
01.2023 - 05.2023

Wealth Management Intern

Banco Sabadell
05.2022 - 08.2022

Sales Associate

North Face
01.2022 - 05.2022

BBA - Finance

University of Miami

Bachelor of Arts - Accounting And Finance

Eastern University
Eduardo Gutierrez