Octavio Hernandez
Orlando,FL
Summary
Highly motivated and detail-oriented professional with 4+ years of experience in client relations and financial services, seeking to leverage strong analytical and communication skills to excel as an Investor Reporting Associate at Blackstone Credit & Insurance. Proven ability to manage complex projects, maintain accurate records, and build strong relationships with clients.
Overview
7
7
years of professional experience
Work History
Client Svc & Prod Supt Spec
ADP
04.2024 - Current
- Provide comprehensive support to 20 clients, resolving complex tax issues such as agency and IRS notices through proactive communication and recurring meetings (weekly/monthly).
- Collaborate with cross-functional teams to gather accurate content for documentation, ensuring a seamless end-user experience.
Options Trader
Self-Employed
08.2021 - 04.2024
- Identified high-probability trading opportunities through comprehensive market research and technical analysis.
- Developed and maintained a systematic approach to position sizing, capital allocation, and portfolio diversification to optimize risk-adjusted returns.
Client Relations Specialist I
FS Investments
07.2019 - 08.2021
- Supported the launch of the FS Tactical Opportunities Fund by collaborating weekly with State Street on high-net-worth client onboarding.
- Led projects involving quarterly fund updates to the transfer agent and quarterly fund liquidations.
Sales Assistant
City National Rochdale
05.2018 - 07.2019
- Managed the Salesforce proposal pipeline for three Senior Investment Consultants (SICs) covering the Southern United States.
- Drove a 32% increase in Florida territory growth, generating over $300M in new proposals during the first half of 2019.
Education
Bachelor of Science - Business Administration - Finance
University of Central Florida
Orlando, FL12.2018
Skills
- Problem-solving
- Goal oriented
- Relationship building
- Portfolio management
- Microsoft Office Suite
- Project management
Affiliations
- Association of Latino Professionals for America, UCF, Vice President of Corporate Relations
- Young Investors Club, UCF, Vice President/Secretary
Timeline
Client Svc & Prod Supt Spec
ADP
04.2024 - Current
Options Trader
Self-Employed
08.2021 - 04.2024
Client Relations Specialist I
FS Investments
07.2019 - 08.2021
Sales Assistant
City National Rochdale
05.2018 - 07.2019
Bachelor of Science - Business Administration - Finance
University of Central Florida
Similar Profiles
Karim NabhanKarim Nabhan
District Manager - Major Accounts at ADPDistrict Manager - Major Accounts at ADP
Frank Rich IVFrank Rich IV
District Sales Manager at ADPDistrict Sales Manager at ADP
Sarah I AponteSarah I Aponte
ADP District Manager at ADPADP District Manager at ADP