Jim Gomez

• Streamlined processes and optimized performance using various software and tools.
• Analyzed market data, news reports, and financial statements to evaluate investment opportunities.
• Monitored portfolio performance to maintain acceptable risk levels.
• Collaborated with traders to seize arbitrage opportunities across multiple markets.

Monitored physical access to premises, restricting entry to authorized personnel only.

• Developed and enforced security policies and procedures to safeguard confidential information.
• Conducted regular training sessions for staff on security protocols and practices.
• Implemented an incident response process for efficient resolution of security issues.

• Developed insurance policies and programs tailored to customer needs.
• Ensured compliance with applicable laws and regulations across all operations.
• Provided expert advice on insurance matters to enhance customer understanding.
• Analyzed financial data for accuracy concerning insurance products.
• Identified cross-selling opportunities to boost revenue from additional services.
• Managed multiple accounts concurrently, consistently meeting deadlines.
• Monitored performance of existing accounts, focusing on renewals and cancellations.
• Cultivated relationships with external parties, including carriers, vendors, and regulators.