Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nathan Sanchez

West Chicago,IL

Summary

Wealth management professional with diverse experience in financial services, including roles from bank teller to portfolio management. Seeking hands-on experience in financial planning and wealth management through internships while pursuing education at UIC.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Associate

Portfolio Management Team
Chicago, IL
01.2026 - Current
  • Collaborated 1x per week, suggesting team with stock recommendations and in making informed buy/sell decisions.
  • Analyzed investment opportunities and market trends to support informed decision-making.
  • Developed portfolio strategies that aligned with team's objectives to enhance investment outcomes.
  • Collaborate with team members to make decision on stock's pitched and help with decision to buy/sell.

Branch Specialist

Consumer Credit Union
Carol Stream, IL
01.2026 - Current
  • Maintained 15+ accurate transactions daily in bank system to assist members.
  • Managed cash operations, ensuring precise record-keeping to uphold branch accountability.
  • Assisted members with account inquiries and transactions, enhancing member satisfaction.
  • Maintained branch compliance with regulations and policies diligently.

Investing & Financial Modeling

Extern
Chicago, IL
03.2026 - 05.2026
  • Executed six projects throughout 11-week program duration.
  • Gained hands-on experience in equity research methodologies.
  • Developed final investment memo upon completion of externship.
  • Reviewed financial statements to enhance analytical skills.

College Athlete

Holy Cross College
Notre Dame, IN
08.2024 - 12.2025
  • Committed 20+ hours per week to structured training, competition, and team meetings while maintaining academic responsibilities.
  • Balanced demanding schedules, excelling under pressure to meet academic and athletic commitments.
  • Demonstrated teamwork through collaboration with coaches and teammates during practices.
  • Coordinated team events and community outreach activities to foster team spirit and engagement.
  • Cultivated discipline through effective management of academic and sports commitments.

Education

Bachelor of Science - Finance

University of Illinois At Chicago
Chicago, IL
05-2028

Bachelor of Science - Finance

Holy Cross College
Notre Dame, IN
12-2025

Skills

  • Microsoft Excel
  • Native Spanish Speaker
  • Client Relationship Building
  • Project Management
  • Financial Planning
  • Portfolio Management
  • Coach-ability
  • Leadership

Certification

SIE (Pending)

Timeline

Investing & Financial Modeling

Extern
03.2026 - 05.2026

Associate

Portfolio Management Team
01.2026 - Current

Branch Specialist

Consumer Credit Union
01.2026 - Current

College Athlete

Holy Cross College
08.2024 - 12.2025

Bachelor of Science - Finance

University of Illinois At Chicago

Bachelor of Science - Finance

Holy Cross College
Nathan Sanchez