Isaac Rios
Queens
Summary
Finance major at St. John's University, class of 2028, with practical experience in sales and business development through credit card terminal processing. Strong background in investment banking, wealth management, and financial analysis, complemented by excellent communication and leadership skills. Active member of Finance Society, Consulting Club, and Beta Alpha Psi, focused on networking and gaining real-world financial experience to excel in a Wall Street career.
Overview
1
1
year of professional experience
Work History
Sales Representative
Merchant Hero – Zero Fee Processing
New York
07.2024 - Current
- Advised small businesses on cost savings and financial efficiencies — demonstrating consultative client engagement
- Generated $50K+ in new contracts within three months through cold outreach and customized financial recommendations
- Collaborated cross-functionally to understand financial drivers and improve merchant profitability
- Enhanced internal sales materials to better explain financial benefits to non-technical audiences.
Education
Bachelor Business - Finance
St. John’s University
Queens, NY05.2028
Skills
- Excel and PowerPoint
- CRM tools
- Financial analysis and presentation
- Client consultation
- Market research
- Strategic planning
- Team collaboration
- Data visualization
- Customer relations
- Leadership skills
- Analytical thinking
- Critical thinking
- Multitasking abilities
Skills Interests
Excel, PowerPoint, CRM tools, Financial presentation, Client consultation, Market research, Cryptocurrency trends, U.S. stock market, financial advisory, NYC business culture
Leadership Experience
St. John’s University Finance Society, Member, 2024, Present, Participated in events focused on asset management, advisory, and business valuation, Gained exposure to wealth management, FP&A, and broader financial career pathways
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Sales Representative
Merchant Hero – Zero Fee Processing
07.2024 - Current
Bachelor Business - Finance
St. John’s University
Similar Profiles
SUNG MEE KIMSUNG MEE KIM
ACCOUNTING, CUSTOMER SERVICES, SOFTWARE INST at AA MERCHANT SERVICES / CREDIT CARD PROCESSING COMPANYACCOUNTING, CUSTOMER SERVICES, SOFTWARE INST at AA MERCHANT SERVICES / CREDIT CARD PROCESSING COMPANY
Justin MinnerJustin Minner
Volunteer at Fee Fee Baptist ChurchVolunteer at Fee Fee Baptist Church
Lydia GarzaLydia Garza
Business Taxes Compliance Specialist at California Department of Tax and Fee AdministrationBusiness Taxes Compliance Specialist at California Department of Tax and Fee Administration
Azan AliAzan Ali
Customer Service at Originals PizzaCustomer Service at Originals Pizza
Anaya LeeAnaya Lee
Front Store Associate at CVS PharmacyFront Store Associate at CVS Pharmacy