Magdiel Velazquez
Gresham,OR
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Consultant
US Bancorp Investment
Gresham, OR
08.2022 - Current
- Conducted financial analysis and research to identify investment opportunities.
- Prepared presentations, reports and other documents related to investments for clients.
- Assisted clients in understanding the implications of their decisions regarding investments.
- Provided ongoing support to customers throughout the entire investment process.
- Coordinated meetings with clients to discuss their goals and review progress towards those goals.
Licensed Banker
US Bank National Association
Happy Valley, OR
01.2015 - 08.2022
- Assisted customers with their banking needs, including opening new accounts and providing information on services.
- Performed financial analyses of customer's accounts to identify opportunities for additional products or services.
- Provided guidance on loan applications and other financial products.
- Researched customer inquiries, resolved complaints, and provided appropriate solutions in a timely manner.
- Advised clients on investment strategies that best fit their individual objectives.
Education
Bachelor of Science - Finance
Portland State University
Portland, OR03-2025
Skills
- Investor Relations
- Financial Planning
- Wealth Management
- Project Management
- Persuasive communication style
- Customer Service-Oriented
- Sales proficiency
- Verbal and written communication
Languages
Spanish
Professional
Accomplishments
- Investment Consultant Top Performer 2023: Q1-Q4 2024: Q1-Q3
- Banker Top Performer 2018: Q1-Q3 2019: Q1
- Licensed Banker Top Portland Investment Referrer 2019-2022
- Pilot's License 115 Hrs
Certification
- Series 7, 6, 65, 63
- State Health, Life and Variable Lines License
Affiliations
- Amateur Boxer
References
References available upon request.
Timeline
Investment Consultant
US Bancorp Investment
08.2022 - Current
Licensed Banker
US Bank National Association
01.2015 - 08.2022
Bachelor of Science - Finance
Portland State University
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