Paloma Torres
Jersey City,NJ
Summary
Highly motivated well educated financial professional with a proven history of accomplishing sales goals, employing analytical skills and making managerial decisions resulting in increasing bottom line revenue by leveraging contacts and understanding customer needs.
Overview
7
7
years of professional experience
Work History
Financial Broker/Junior Financial Analyst
Premium Merchant Funding
02.2020 - 03.2023
- Performed daily analytical models to aid in determining the economic and financial impact of each product.
- Created and provided analytical research to management, including client facing data for review which would help in determining how to best utilize financial resources.
- Developed and maintained a strong advanced knowledge of multiple financial loan products, complex models and modeling systems, with varying levels of financial benefits within each product.
- Completed, and funded over $25,000,000 in complex premium loans.
- Compiled and analyzed detail financial data to assist and determine each clients needs and objectives.
- Consistently accomplished my monthly sales goals, and exceeded the companies performance metrics.
- Gained an advanced level of knowledge of the Small Business Administration to aid clients and help them grow there businesses by an average of over 20% annually.
Junior Financial Advisor/Analyst
Allied Millennial Partners
07.2019 - 02.2020
- Analyzed current financial data and presented meaningful insights to senior management. With accurate, up-to-date financial spreadsheets and databases for reliable analysis.
- Aided in constructive forecasting by using financial models and development structured complex trading strategies.
- Reviewed financial statements with staff accountants to inform corporate and individuals and aided in focused financial analysis.
- Obtained Securities Industry Essentials License and began studying for Series 7 Exam.
Junior Analyst
Torres Financial Services Inc.
01.2016 - 01.2019
- Assisted advisors in general portfolio maintenance, client relations management, portfolio back-testing and client recommendation sheets.
- Researched potential investments across capital markets. Completed analytical market research & daily market reports.
- Involved in Private Client risk analysis for individually tailored financial planning.
About Me
Hobbies And Interests
- I enjoy mentoring high school students in math especially those who are marginalized
- I enjoy snowboarding - I was on the snowboarding team at my college and enjoyed competing
- I love to travel (As most Aussies and Kiwis do)
- I enjoy training for and running half marathons
- Fun Fact: I am a dual citizen of the US and Australia, and can work any where in the common wealth
Education
Bachelor of Commerce - Finance
University of Otago
Dunedin, South Island New ZealandGraduated And Received University Acceptance Cert.
St. Kevin's College-(Boarding Student)
Omaru, South Island New Zealand 07.2014
Skills
- Excellent Communication skills
- Team Manager
- Team Player
- Technologically literate
- Familiar with SPSS for Statistics
- Financial Presentations
Awards:
- "Most Improved Employee in 2020"
- "Most Funded Loans- Around the Country Award in 2021"
Timeline
Financial Broker/Junior Financial Analyst
Premium Merchant Funding
02.2020 - 03.2023
Junior Financial Advisor/Analyst
Allied Millennial Partners
07.2019 - 02.2020
Junior Analyst
Torres Financial Services Inc.
01.2016 - 01.2019
About Me
Hobbies And Interests
Bachelor of Commerce - Finance
University of Otago
Graduated And Received University Acceptance Cert.
St. Kevin's College-(Boarding Student)
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