Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Passionate about Financial Knowledge
Timeline
Generic

Erick Duamel Viteri Alvarado

Longbranch,NJ

Summary

Analytical, self-motivated professional with six years of professional experience. Quick to build long-term relationships with clients. Handling investments, market breakdowns and offering tailored investment advice, exceptional multitasking, and time management abilities. Focused on quality of business and relationships. Looking forward to building a future in a reliable company. Enthusiastic about applying my bilingual background to relevant work-related challenges and tasks.

Overview

6
6
years of professional experience

Work History

Internal Wholesaler

PGIM Investments
01.2022 - Current
  • Work with financial advisors to develop financial planning strategies and solutions based on their needs.
  • Build and deepen relationships with financial advisors across Wirehouse and Independent Channels.
  • Provide updates about Outlook for the markets and address clients investment objectives across Private and '40Act Funds.
  • Work to maintain outstanding coverage in charge of the Ohio region with prior experience covering multiple regions at once: Atlantic Coast and New Jersey.

Insurance Financial Specialist

State Farm and Allstate
09.2019 - 12.2021
  • Met with customers, agents and brokers to negotiate coverage, price and service delivery.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Managed leads for insurance prospects. By callings, setting up appointments and meeting customers in person.
  • Actively followed underwriting processes to improve clients safety and protection.

Education

Bachelor of Arts - Economics, Finance

Harvard University - Extension School
Cambridge, MA
12-2026

FINRA Series 7 - Financial Industry

Securities Training Corporation
Online
02-2022

FINRA Series 63 Uniform State Law - Financial Industry

Securities Training Corporation
Online
04.2021

FINRA Security Industry Essentials (SIE) - Financial Industry

Securities Training Corporation
Online
03.2021

Accident & Health License - Insurance

Hondros College of Business
Westerville, OH
04.2021

High School Diploma -

West Carrollton High School
Dayton, OH
2018

High School Diploma -

Liceo Naval Quito High School-Navy
Quito, Ecuador
2017

Skills

  • Equity and Fixed Income experience
  • Relationship Building
  • Skilled face-to-face and phone negotiations
  • Solutions-oriented
  • Venture Capital, Private and Public investments experience

Accomplishments

2022 - Current : Multiple million-dollar trades based on fruitful conversations with financial advisors.

2017: General Secretary responsible for first ONU Event at my naval academy. After winning second place at a Model UN "MUNUDLA" organized by University UDLA Quito-Ecuador.

Interests

  • Alternative Investments
  • Stock and Bond Markets
  • Swimming
  • Tae Kwon Do

Passionate about Financial Knowledge

I have a deep understanding of the Financial Industry. My main objective is to continuously grow professionally and provide for my family. I am excited help clients identify trends and build their businesses.  I am a voracious reader and a self-motivator. I also readily apply my naval academy disciplines and upbringing to the ever-changing work environment. Above all, you should know I am always willing to work hard, be coachable, and overcome challenges.

Timeline

Internal Wholesaler

PGIM Investments
01.2022 - Current

Insurance Financial Specialist

State Farm and Allstate
09.2019 - 12.2021

Bachelor of Arts - Economics, Finance

Harvard University - Extension School

FINRA Series 7 - Financial Industry

Securities Training Corporation

FINRA Series 63 Uniform State Law - Financial Industry

Securities Training Corporation

FINRA Security Industry Essentials (SIE) - Financial Industry

Securities Training Corporation

Accident & Health License - Insurance

Hondros College of Business

High School Diploma -

West Carrollton High School

High School Diploma -

Liceo Naval Quito High School-Navy
Erick Duamel Viteri Alvarado