Josteen Gonzales
Summary
I hold a Bachelor's degree in Economics from SUNY Purchase College, where I also served as the treasurer for the Economics Club. My professional journey includes valuable experiences such as an internship as a financial advisor at Primerica, where I honed my analytical skills and financial acumen. Additionally, I've had the opportunity to coach a youth soccer team and excel as a Tesla sales/service advisor, demonstrating my ability to effectively communicate and provide exceptional customer service.
My passion for finance and economics is unwavering, evident not only in my academic pursuits but also in my career choices.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Sales and Service Advisor
Tesla
11.2021 - Current
- Produced detailed reports outlining key issues and proposed solutions.
- Planned, developed and implemented strategies to convey information with key decision makers.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Financial Advisor - Internship
Primerica
11.2018 - 08.2019
- Kept client financial plans optimized for current market trends and economic conditions.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
Soccer Coach
I9 Sports
05.2014 - 06.2016
- Readied athletes for tough games by implementing coordinated regimens of practices and physical conditioning.
- Conferred with assistant coaches to determine weaknesses in current team roster and develop recruitment plans.
- Prepared athletes for special competitions and tournaments
Education
Bachelor of Science - Economics
SUNY Purchase
Purchase, NY 08.2016 - 05.2021
Skills
Market monitoring and Trend analysis expertise (StreetSmart Edge)
Strategic financial planning (Schwab Intelligent Portfolios)
Statistical techniques (Stata)
Microsoft Office Suite (Word, Excel, PowerPoint)
Adobe Creative Suite (Photoshop, Premiere, Illustrator)
Timeline
Sales and Service Advisor
Tesla
11.2021 - Current
Financial Advisor - Internship
Primerica
11.2018 - 08.2019
Bachelor of Science - Economics
SUNY Purchase
08.2016 - 05.2021
Soccer Coach
I9 Sports
05.2014 - 06.2016