Highly organized and motivated individual with a back ground in the military and 3 years of financial services. Familiar with Human resource laws and regulations. Excellent with computers/smart devices and i'm able to adapt to any changes with ease.
Overview
8
8
years of professional experience
Work History
Financial Representative
Revolution Financial Management
San Diego, CA
02.2012 - 07.2015
Met with customers to assess needs, financial status and eligibility.
Gathered data and built financial models around key metrics.
Assessed clients' financial situations to develop strategic financial planning solutions.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Operations Specialist
U.s. Navy
San Diego, CA
07.2007 - 07.2011
Air traffic controller for fixed wing and helicopter.
Functioned as plotters
operated radio-telephone with command and control
maintained displays of strategic and tactical information.
Education
Bachelor Of Science In Business - Finance
University Of Phoenix
Tempe, AZ
2018
Skills
Self-motivated
Bilingual/Spanish
Adaptability
Good computer skills
Knowledge in Human Resource
Timeline
Financial Representative
Revolution Financial Management
02.2012 - 07.2015
Operations Specialist
U.s. Navy
07.2007 - 07.2011
Bachelor Of Science In Business - Finance
University Of Phoenix
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