Giovanni Carrera Lopez
Phoenix,AZ
Summary
Detail-oriented with passion for financial literacy and problem-solving. Possess foundational knowledge of financial principles and a growth mindset. Self Driven individual with entrepreneurial spirits.
Overview
4
4
years of professional experience
Work History
Finance Associate
LPL Financial
Tempe, AZ
01.2026 - Current
- Delivered exceptional client service by handling high volumes of inbound calls.
- Maintained detailed and accurate documentation of client interactions for a more streamline workflow through the use of internal service systems.
- Resolved complex account issues while ensuring compliance with FINRA, SEC.
- Assisted advisors with account transfers, distributions, beneficiary/account updates, cash management requests, as well as general tech relatedrequest.
- Collaborated with internal departments to investigate and resolve escalated issues, improving client satisfaction and operational efficiency
- Demonstrated strong analytical, communication, and problem-solving skills in a fast-paced financial services environment while consistently meeting service-level expectations and maintain regulatory standards.
Returns logistics
Amazon Fulfillment center
Phoenix, Arizona
10.2023 - 03.2026
- Investigate potentially fraudulent activity and document finding in compliance with company protocol.
- Ensure adherence to quality by analyzing returns, aligning with regulatory expectations.
- Maintain a customer-first approach to resolve return issues, build trust and loyalty.
Manager/ Shift Lead
McDonald's
Phoenix, AZ
09.2022 - 08.2023
- Directed team operation while enforcing corporate policies and monitoring staff .
- Led team training on inventory handling, operational procedures, and customer interaction.
- Analyzed scheduling, labor, and sales to optimize performance.
- Collaborate with management to monitor and forecast sales to ensure financial targets are met.
Education
Bachelor of Science - Supply Chain Management & Finance
W. P. Carey School of Business, Arizona State University
Tempe, AZ05.2025
Skills
- Technical Skills: Proficient with Microsoft excel, money management
- Skills: Process optimization/ Inventory management/ data analysis
LEADERSHIP EXPERIENCE
- Self employed CoOwner (ImpureTint Window tint and Vehicle Wraps) Avondale Arizona Apr 2024-July 2025
- Managed marketing, client service, and financial tracking for personal business, demonstrating entrepreneurial skills and financial literacy.
- Consulted with customers to understand needs and provided tailored recommendations, strengthening trust and repeated business.
- Set service pricing, tracked expenses, and managed cash flow, ensuring profitability and sustainable operations.
- Self Employed (Chicken Wing Food Business) Oct 2021- Aug 2022
- Marketed on social media to gain customers and brand reputation.
- Practiced inventory management to prevent shortages and simplify purchase order process.
- Developed problem-solving and applied cost-control ensuring sustainable profit margins.
Timeline
Finance Associate
LPL Financial
01.2026 - Current
Returns logistics
Amazon Fulfillment center
10.2023 - 03.2026
Manager/ Shift Lead
McDonald's
09.2022 - 08.2023
Bachelor of Science - Supply Chain Management & Finance
W. P. Carey School of Business, Arizona State University