Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

JAIME DAVID SEREBRENIK

Miami,FL

Summary

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Financial Advisor

Northwestern Mutual
07.2024 - Current
  • Onboarded 15 new clients, including high-net-worth individuals with $5M+ in assets
  • Sourced and qualified hundreds of prospects through targeted outreach and referral strategies
  • Delivered tailored financial plans focused on insurance, retirement, and estate planning solutions

Fund Operations Analyst

Future Standard (FS Investments)
04.2021 - 01.2024
  • Streamlined commission tracking by redesigning the data-keeping process, improving accuracy and audit readiness
  • Updated daily reconciliation workflows for a multi-billion dollar REIT, reducing processing time and error rates
  • Analyzed and segmented investor data sets to generate actionable reports for senior management and compliance teams

Operations Analyst

Professional Capital Services
04.2019 - 01.2020
  • Produced 403(b) and 401(k) monthly statements daily for thousands of plan participants across multiple platforms
  • Created and distributed participant disclosures containing legal and permanent plan information, ensuring regulatory compliance
  • Supported operational integrity across retirement products by maintaining consistent documentation and reporting standards

Credit Analyst Intern

Scotiabank
06.2017 - 01.2017
  • Tracked the real estate industry, looking at new projects and the projects of our clients
  • Analyzed financial data to assess creditworthiness of individual and corporate clients.
  • Conducted market research to evaluate industry trends impacting credit risk assessments.

Education

Bachelor of Business - Finance

Drexel University
Philadelphia, PA
01.2021

Skills

  • New client development
  • Financial Planning
  • Tailored life insurance solutions
  • Data analysis and reporting
  • Compliance documentation
  • Customer relationship management tools
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Investment advice

Certification

  • SIE and Series 7
  • 2-15 Life Health and Var Annuities

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Financial Advisor

Northwestern Mutual
07.2024 - Current

Fund Operations Analyst

Future Standard (FS Investments)
04.2021 - 01.2024

Operations Analyst

Professional Capital Services
04.2019 - 01.2020

Credit Analyst Intern

Scotiabank
06.2017 - 01.2017

Bachelor of Business - Finance

Drexel University

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