Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Raaj Gumbula

Round Rock,TX

Summary

Detail-oriented and analytically driven finance undergraduate with diverse internship experience across wealth management, risk analysis, and financial services. Proven ability to support cross-border investment strategies, enhance fraud detection systems, and contribute to credit portfolio transitions. Strong foundation in financial modeling, strategic planning, and performance analysis, complemented by practical exposure to tools like Excel, Python, and Salesforce. Seeking to deepen technical and theoretical finance expertise through a Master's in Finance program, with long-term goals in investment strategy and financial advisory.

Overview

4
4
years of professional experience

Work History

Financial Services Manager

Solaia Capital
03.2025 - Current
  • Managed customer service operations for a major credit card portfolio conversion project, ensuring smooth transitions and minimal disruptions.
  • Resolved account-related issues, supported billing and transaction inquiries, and escalated technical matters to specialized teams.
  • Collaborated with internal teams to streamline processes and enhance the overall client experience.
  • Contributed to improving customer satisfaction and account retention during a high-volume transition period.

Wealth Management Intern

Investigo Financial Services
02.2025 - Current
  • Supported Indian-American clients in the repatriation of overseas assets, ensuring regulatory compliance.
  • Assisted in analyzing and preparing investment portfolios focused on tax efficiency and liquidity.
  • Participated in client meetings and helped develop tailored financial strategies.
  • Built knowledge in cross-border taxation, exchange regulations, and estate planning.

Risk Analysis & Fraud Detection Intern

Concerto Card Company
08.2022 - 08.2023
  • Utilized Sentilink, Twilio, Enigma, and Socure to detect and prevent fraud.
  • Handled case management and fraud resolution through Salesforce.
  • Automated reporting and analytics using Python and SQL, boosting efficiency.
  • Enhanced KYC/KYB protocols and cybersecurity posture through collaborative efforts.

Digital Marketing Intern

Parametric Risk Inc.
08.2021 - 08.2022
  • Created targeted social media ads and optimized campaign performance.
  • Analyzed engagement data using Excel to inform strategy.
  • Designed visual content with Canva and Photoshop to align with brand identity.
  • Collaborated on marketing initiatives and improved communication skills.

Education

Bachelor of Science - Finance

University of Texas at Dallas, Jindal School of Management
Dallas, TX
08.2025

Skills

  • Financial modeling & portfolio analysis
  • Investment advising & strategic planning
  • Portfolio performance reporting
  • Strategic planning
  • Microsoft Excel (Advanced), Python (Basic), Java (Basic)

Hobbies and Interests

  • New York Giants Football
  • Snowboarding
  • Scuba Diving
  • Arts & Film
  • Basketball
  • Sports History

Timeline

Financial Services Manager

Solaia Capital
03.2025 - Current

Wealth Management Intern

Investigo Financial Services
02.2025 - Current

Risk Analysis & Fraud Detection Intern

Concerto Card Company
08.2022 - 08.2023

Digital Marketing Intern

Parametric Risk Inc.
08.2021 - 08.2022

Bachelor of Science - Finance

University of Texas at Dallas, Jindal School of Management

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Raaj Gumbula