Gabriel Sevilla
Metairie,LA
Overview
2
2
years of professional experience
Work History
Wealth, Harrel and Partners’ Fund
01.2021 - 12.2021
- Performed market research, conducted financial analysis, and introduced wealth plans of action daily
- Made a 50% overall ROI for 3 clients in 1 year using Charles Schwab financial trading platform
- Provided financial modeling, analysis, and risk-tolerance assessments to high net-worth clients
- Wrote reports about risk management strategies
- Executed legal accounting procedures through reporting taxes.
Graduate Assistant
University of New Orleans
New Orleans, LA
01.2021 - 05.2021
- Gathered & summarized students’ financial data
- Created databases using DAX Power Query features in MS Excel
- Developed distribution channels to send job opportunities from newsletter to 200 students
- Created and graded tests, videos, and quizzes on Moodle platform.
Financial and IT Assistant
Keiser University
San Marcos
01.2018 - 05.2018
- Collected & summarized students’ financial data
- Analyzed financial statements and prepared payroll, accounts payable, and account receivables
- Used excel extensively and created schedules which are implemented at the finance department
- Developed asset allocation models evaluating risk in the budgeting process.
Education
Intermediate Accounting I & II, Auditing, Investment Management Fund, Cost Accounting, Financial Management, Portfolio Analysis, Multinational Finance, Investments, Financial Institutions, Finance Capstone, Micro and Macro Economics, Python, R, JavaScript (React), SQL -
Master of Science - Finance
University of New Orleans
Bachelor of Science - Finance
University of New Orleans
Skills
- Equity & Finance Wealth Management Risk Mitigation
- Spanish Proficiency Team Player Asset Allocation
- Data Analyst & Coding Financial Reporting Problem Solving
Timeline
Wealth, Harrel and Partners’ Fund
01.2021 - 12.2021
Graduate Assistant
University of New Orleans
01.2021 - 05.2021
Financial and IT Assistant
Keiser University
01.2018 - 05.2018
Intermediate Accounting I & II, Auditing, Investment Management Fund, Cost Accounting, Financial Management, Portfolio Analysis, Multinational Finance, Investments, Financial Institutions, Finance Capstone, Micro and Macro Economics, Python, R, JavaScript (React), SQL -
Master of Science - Finance
University of New Orleans
Bachelor of Science - Finance
University of New Orleans
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