Summary
Overview
Work History
Education
Volunteer
Languages
Hobbies
Timeline
Generic

Gabriel Trejo

Madison,WI

Summary

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.

Overview

4
4
years of professional experience

Work History

Financial Specialist

UW Credit Union
Madison, WI
04.2024 - Current
  • Assisted clients with loan applications and financial inquiries.
  • Lead calls & build relationships.

Business Development Executive (Part Time)

BMOC
Madison, WI
12.2023 - 04.2024
  • Meet and build a relationship with real estate developers to sell them our services
  • due diligence / proformas
  • Conducted market research & identified potential business opportunities

Real Estate Investment Sales Intern

Myers
Dallas, TX
05.2023 - 12.2023
  • Sold investment properties to investors by cold calling or tapping into the data pool of previous investors.
  • Met and build relationships with investors
  • Due diligence

Vice President/Club Treasurer

College of Business Economic Latino Association
Whitewater, Wi
10.2021 - 05.2023
  • Paid authorized obligations on time, and with documentation for each transaction.

Education

BBA - Finance / Real Estate

University of Wisconsin-Whitewater

Volunteer

Dallas FC: Coach Youth

St.Andrew: Food Drive / Sunday school

Brat Fest: Cook

Millennium soccer: Coach Youth

Languages

Spanish
Native/ Bilingual

Hobbies

  • Basketball
  • Soccer
  • Football
  • Golf
  • Gym
  • Cooking

Timeline

Financial Specialist

UW Credit Union
04.2024 - Current

Business Development Executive (Part Time)

BMOC
12.2023 - 04.2024

Real Estate Investment Sales Intern

Myers
05.2023 - 12.2023

Vice President/Club Treasurer

College of Business Economic Latino Association
10.2021 - 05.2023

BBA - Finance / Real Estate

University of Wisconsin-Whitewater

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Gabriel Trejo