Luis Veloz
Port Chester,NY
Summary
Hardworking employee enthusiastic about learning financial markets inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building, and problem-solving abilities.
Overview
11
11
years of professional experience
Work History
Sales Representative
Manhattan Beer Distributors
New York, NY
06.2017 - Current
- Present, promote and sell products/services using solid arguments to existing and prospective customers
- Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
- Establish, develop and maintain positive business and customer relationships
- Reach out to customer leads through cold calling
- Expedite the resolution of customer problems and complaints to maximize satisfaction
- Achieve agreed upon sales targets and outcomes within schedule
- Coordinate sales effort with team members and other departments
- Analyze the territory/market’s potential, track sales and status reports
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
Junior Trader
SML LLC
New York, NY
09.2017 - 09.2020
- Demonstrate strong knowledge of a wide variety of asset classes (stocks, bonds, commodities, derivatives, among others)
- Perform complex financial analysis
- Write regular reports on market events impacting different asset classes
- Work with Senior Analysts to develop key themes
- Develop databases integral to different research products
- Participate and contribute to meetings and events
- Closely follow and understand market and industry
- Seek out new, value-added, and/or unusual sources of information
- Leverage our robust network of industry and internal analyst contacts
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Investment Officer
University Investment Club
New York, NY
09.2011 - 10.2013
- Analyzed variety of blue-chip, growth, and dividend-yielding stocks and made recommendations on potential investments; fund later decided to allocate $12,000 to selected stocks
- 5,000 Investment in $50 Billion IT Services Company
- Found that firm was undervalued by 5-10% due to sector downturn; recommended investing based on long-term earnings growth, and stock later appreciated 8% in 6 months
- 5,000 Investment in $20 Billion Regional Commercial Bank
- Determined that bank was likely to increase dividends to match competitors; made recommendation to invest, and fund later earned 5% return on investment in 4 months
- 2,000 Investment in $1 Billion Pharmaceutical Growth Stock
- Estimated total market size and found that company’s key drug could reach broader customer base than expected; company was undervalued by 10-20% according to DCF analysis
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
Point Guard
Men’s Basketball Team
New York, NY
09.2011 - 09.2012
- Led team’s offense and produced first winning record in recent 10 years; earned average of 10 points and 8 assists per game
- Improved team’s image on-campus and helped recruit 3 promising rookies to team
Education
Corporate Valuation; Investment Analysis; Fixed Income Investments; Financial Statement Analysis; Options Pricing; Portfolio Theory -
Master Degree - Finance
Southern New Hampshire University
Manchester, NH11.2022
Bachelors - Business Administration
Berkeley College
Skills
- Account servicing
- Lead prospecting
- Network development
- Client Service
- Problem solving strength
- Performance improvement
- Sales expertise
- Revenue Generation
- Training and Development
- Microsoft Outlook
- Active listening
- Teamwork
- Responsibility
- Dependability
- Leadership
- Motivation
- Flexibility
- Patience
- Empathy
Timeline
Junior Trader
SML LLC
09.2017 - 09.2020
Sales Representative
Manhattan Beer Distributors
06.2017 - Current
Investment Officer
University Investment Club
09.2011 - 10.2013
Point Guard
Men’s Basketball Team
09.2011 - 09.2012
Corporate Valuation; Investment Analysis; Fixed Income Investments; Financial Statement Analysis; Options Pricing; Portfolio Theory -
Master Degree - Finance
Southern New Hampshire University
Bachelors - Business Administration
Berkeley College