Overview
Work History
Education
Skills
Projects: Derivatives Trader
Language
Timeline
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Gustavo Orocio

San Francisco,CA

Overview

4
4
years of professional experience

Work History

Financial Modeling Internship Remote

BHG Financial
NY, New York
07.2020 - 09.2020
  • Implemented forecasting models that accurately predicted revenue trends, contributing to a 15% increase in overall financial accuracy.
  • Analyzed financial statements to identify cost-saving opportunities.
  • Conducted in-depth company valuations using DCF and comparable company analysis, resulting in accurate assessments for decision-making.

Financial Representative Internship

Prudential Financial Insurance Agency
AZ, Phoenix
01.2022 - 03.2022
  • Built and maintained strong relationships with a portfolio of over 150 clients, resulting in a 10% increase in referrals.
  • Educated clients on the benefits of various insurance products, resulting in a 15% increase in policy adoption.
  • Kept accurate records of client interactions, contributing to successful audits with no compliance issues.

Executive/Operational Manager

Professional Real Estate Investments LLC
CA, Contra Costa County
01.2019 - 01.2023
  • Implemented cost control measures, leading to a 20% reduction in operational expenses.
  • Implemented streamlined operational processes, resulting in a increase in overall operational efficiency.
  • Conducted thorough risk assessments for each property transaction, ensuring the protection of the company's interests.

Education

MS Entrepreneurship & Innovation -

University of San Francisco
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08.2024

B.S Business Administration - Finance

Ottawa University Arizona
Surprise, AZ
05.2023

Skills

  • Financial Analysis
  • Risk Mitigation
  • Team Leadership
  • Trading Strategies
  • Contract Negotiation
  • Risk Assessment
  • Investor Relations

Projects: Derivatives Trader

  • Execute trades on various derivatives instruments, including stock options, futures contracts, and commodities, to capitalize on market trends and inefficiencies.
  • Achieved a 12% return in three different accounts that consistently outperformed industry returns
  • Collaborated with cross-functional teams to stay informed about global economic trends and geopolitical factors influencing derivatives markets.

Language

  • Spanish Fluency

Timeline

Financial Representative Internship

Prudential Financial Insurance Agency
01.2022 - 03.2022

Financial Modeling Internship Remote

BHG Financial
07.2020 - 09.2020

Executive/Operational Manager

Professional Real Estate Investments LLC
01.2019 - 01.2023

MS Entrepreneurship & Innovation -

University of San Francisco

B.S Business Administration - Finance

Ottawa University Arizona

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Gustavo Orocio