Marketing and Management student with a narrowed interest in accounting and financial principles. Passionate about brand strategy, business growth, and nurturing meaningful connections within corporate and public relations.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Comptroller Mentee
Association of Latino Professionals
08.2025 - Current
Assisted in project coordination, ensuring timely completion of tasks and deliverables.
Managed documentation and reporting, maintaining accuracy and consistency across projects.
Collaborated with human resources to develop competitive compensation packages that attracted top talent while managing costs effectively.
Managed payroll data entry and processing for 50+ members to comply with predetermined organization guidelines.
Associate Financial Banker
Chase Banking Institution
07.2025 - Current
Delivered personalized financial guidance, helping clients build knowledge and confidence—key to driving growth and development.
Identified and referred an average of 10 high-value clients monthly to financial advisors, increasing cross-sell revenue by 8%
Managed multiple priorities with professionalism and attention to detail, ensuring smooth client experiences.
Supported over 200 clients monthly with account management, resulting in a 95% customer satisfaction rating.
Processed customer transactions efficiently while ensuring compliance with banking regulations.
Server & Hostess
Texas Live!
04.2024 - Current
Participate in effective event coordination and execution through company up-selling to enhance guest experience and increase revenue opportunities.
Adequately respond to service needs which inflated customer reviews.
Fostered positive customer relations through organizational promotion of the company.
Business Banking & Marketing Program
First Convenience
07.2024 - 08.2024
Engaged in a structured program focused on understanding how banks drive client acquisition, business growth, and long-term relationship development.
Explored the role of branding, marketing, and client education in shaping strategic growth within commercial and community organizations.
Learned and adapted quickly to new technology and software applications.
Education
B.S - Marketing And Management | Minor: Accounting
The University of Texas At Arlington
Arlington, Texas
05.2027
Skills
Leadership & team facilitation
Public speaking & communication
Relationship cultivation
Financial literacy & client education
Cash flow management
Certification
Professional Communication
Microsoft Excel
Microsoft Access
Timeline
Comptroller Mentee
Association of Latino Professionals
08.2025 - Current
Associate Financial Banker
Chase Banking Institution
07.2025 - Current
Business Banking & Marketing Program
First Convenience
07.2024 - 08.2024
Server & Hostess
Texas Live!
04.2024 - Current
B.S - Marketing And Management | Minor: Accounting
Member at Latino Business Student Association at California State University, FullertonMember at Latino Business Student Association at California State University, Fullerton
Member at Latino Business Student Association at California State University, FullertonMember at Latino Business Student Association at California State University, Fullerton