Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Eric Soria

Hoboken,NJ

Summary

Dependable Financial Analyst with expertise in preparing and analyzing financial statements, calculating financial ratios and evaluating organizational performance. Proficient in Microsoft Word, Excel and PowerPoint. Fluent in written and spoken English and Spanish.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Analyst

Self Employed
01.2017 - Current
  • Made fast decisions based on fluctuating market
  • Collaborated with analysts and coverage traders to distribute relevant market information.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.

Corporate Intern

FORCE Wealth
06.2022 - 06.2023
  • Provided outreach to Latin American wealth managers and endowments for world’s largest global network of associated single (SFO) and multi (MFO) family Office
  • Provided analysis of client flows and manager return profiles for presentations to upper management
  • Assisted the Managing Director of Force with assembling a Global Board of Advisors to help organize events that underscore the international scope and depth of the Force Wealth offering.

Sales Associate

Publix
01.2020 - 12.2022
  • Operate cash register handling over 100 transactions daily, and count money in cash drawers to ensure amounts are correct
  • Expertise in record keeping, planning, policies, procedures, scheduling, and related responsibilities to ensure productive operations.
  • Helped customers locate products and checked store system for merchandise at other sites.

Sales Associate

Macy’s
03.2018 - 06.2020
  • Customer service, data entry, invoicing, inventory control, merchandising, return processing, and purchasing.

Education

SIE CERTIFIED (MAY 2023 -

FINRA
04.2023

BACHELOR’S DEGREE - FINANCE (GRADUATED

Palm Beach Atlantic University - West Palm Beach
West Palm Beach, FL
06.2022

Skills

  • Bloomberg Terminal
  • Capital Markets
  • Microsoft Office
  • Markets and Stocks
  • Certified Professional Trader
  • Derivatives Trading
  • Securities Industries Essentials
  • Spanish and French
  • Sales expertise

Certification

  • SIE - Securities Industries Essentials

Languages

Spanish
Native or Bilingual
French
Professional Working

Timeline

Corporate Intern

FORCE Wealth
06.2022 - 06.2023

Sales Associate

Publix
01.2020 - 12.2022

Sales Associate

Macy’s
03.2018 - 06.2020

Financial Analyst

Self Employed
01.2017 - Current

SIE CERTIFIED (MAY 2023 -

FINRA

BACHELOR’S DEGREE - FINANCE (GRADUATED

Palm Beach Atlantic University - West Palm Beach

Similar Profiles

CREATE PROFILE
Eric Soria