Joseph Barberena
Pembroke Pines,FL
Summary
A strong work ethic developed during college years while balancing full-time employment and academic responsibilities has established a solid foundation in time management. Experience across various roles has honed skills in financial and data analysis, industry rules and regulatory guidelines, and the ability to cultivate strong relationships with internal teams and clients. Recognized for innovative contributions to financial oversight, exceptional communication skills have facilitated the successful management of high-profile client engagements. Committed to leveraging analytical expertise to enhance organizational excellence, with a passion for positively impacting clients and fostering long-term relationships.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Member
Phoenician Investment Fund (PIF)
08.2023 - Current
- Attended weekly meetings focused on information regarding market trends, portfolio management strategies, and wealth management principles
- Participated in presentations and discussions led by speakers from well-renowned banks and finance firms
Member Supervision Intern
FINRA
06.2025 - 08.2025
- Won 1st place in an intern competition for building an LLM-powered adaptive quiz on market concepts with dynamic difficulty, real-time hints, and personalized reading suggestions
- Learned how to determine member firm regulatory compliance
- Supported several investigative teams by helping review and analyze financial documentation and communication channels
- Assisted with document analysis by comparing firm financials, policies, and practices to industry rules and regulatory documentation
- Contributed to case reporting by drafting memoranda and summaries to support ongoing investigations
- Collected, prepared, and itemized exhibits for reports of investigations
- Supported the FINRA forward initiative by helping teams identify ways to make processes more efficient and responsive to market changes
Luxury Suite Ambassador
Whitman Family Development
06.2024 - 05.2025
- Manage the AccessSuite at Bal Harbour Shops, delivering high-level service to over 200 exclusive guests monthly, overseeing a membership program with a 30% growth rate since the opening of the suite
- Responsible for ensuring 100% operational efficiency of the lounge
- Coordinate 10+ exclusive monthly events at Bal Harbour Shops, partnering with renowned brands such as Chanel, Dolce & Gabbana, and Ara Venetian, resulting in a 25% increase in event attendance
Assistant Political Campaign Manager
Miranda Advocacy
04.2023 - 11.2024
- Managed campaign race resulting in the candidate winning the Miami Commissioner District 2 race with a 6% lead
- Contributed over 12% of voter support, successfully swaying 4% from our rival to our client
- Assisted in managing the campaign team and candidate while also overseeing the candidate's social media presence, leadership, and extracurricular activities
Education
Bachelor of Business Administration - Double Major: Finance And International Business
Florida International University (FIU)
Miami, FL05.2026
Skills
- Microsoft Office (Excel, PowerPoint, Word)
- Public Speaking
- Critical Thinking
- Data Analytics
- Problem-Solving
- Customer Service
- Excellent Communication
- Fraternity Involvements Chair
- Digital Design
Accomplishments
Certificate in Bloomberg Market Concepts (BMC)
Certificate in Business Analytics with Advanced Excel
In Progress: Securities Industry Essentials (SIE) License
Certification
- Certificate in Bloomberg Market Concepts (BMC)
- Certificate in Business Analytics with Advanced Excel
- In Progress: Securities Industry Essentials (SIE) License
Languages
Conversational in Spanish
Timeline
Member Supervision Intern
FINRA
06.2025 - 08.2025
Luxury Suite Ambassador
Whitman Family Development
06.2024 - 05.2025
Member
Phoenician Investment Fund (PIF)
08.2023 - Current
Assistant Political Campaign Manager
Miranda Advocacy
04.2023 - 11.2024
Bachelor of Business Administration - Double Major: Finance And International Business
Florida International University (FIU)
Hobbies and Interests
Piano (Guild Level 9), Digital Design, Jujitsu, and Traveling
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