Jeysel Huezo
Houston,TX
Summary
Finance professional on the path to an MBA in Finance, with a solid foundation backed by Series 7 and 66 certifications. Possesses a diverse background in both wealth management and investment banking. Committed to leveraging this experience to make strategic financial decisions and drive sustainable growth in dynamic settings
Overview
2
2
years of professional experience
Work History
Operations Associate
Entoro Capital LLC
Houston, TX
04.2022 - Current
- Collaborated with cross-functional teams (sales, marketing, and compliance) to execute Entoro transactions, and manage day-to-day operational functions.
- Utilized various databases and screening tools to conduct comprehensive background checks on potential investors, exercising discretion to approve or reject applicants based on risk assessment and regulatory compliance.
- Conducted web scraping, utilizing internal CRM (Dynamics) and AI databases to compile lead lists, enabling more targeted marketing and outreach efforts.
Registered Client Service Associate
JP Morgan Chase Private Bank
Houston, TX
10.2022 - 03.2023
- Collaborated with a team of four to address the complex needs of private banking clients in Florida through money movement, account maintenance, and problem resolution.
- Assisted with the development and growth of the business by engaging with advisors, partners, and other departments in delivering exceptional client care and industry knowledge.
ADRP Financial Solutions Advisor
Bank Of America Merrill Lynch
Houston, TX
07.2021 - 10.2022
- Provided banking and investment solutions to clients by opening accounts, applying to lines of credit,
and establishing managed portfolios. - Cultivated and deepened relationships with clients and prospects through different avenues like
outbound calling and face-to-face. - Developed comprehensive knowledge of financial markets, managed accounts, 529 plans, retirement,
and general investing techniques
Education
MBA - Finance
University of Houston - Downtown
Houston, TX07.2025
Bachelor of Arts - Economics
Trinity University
San Antonio05.2021
Skills
- Data Analysis
- Market Research
- Problem Solving
- Attention to Detail
Languages
Spanish
Native or Bilingual
Timeline
Registered Client Service Associate
JP Morgan Chase Private Bank
10.2022 - 03.2023
Operations Associate
Entoro Capital LLC
04.2022 - Current
ADRP Financial Solutions Advisor
Bank Of America Merrill Lynch
07.2021 - 10.2022
MBA - Finance
University of Houston - Downtown
Bachelor of Arts - Economics
Trinity University