Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rafael Peña

Asset Management
Miami Lakes,FL

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

7
7
years of professional experience
4
4
years of post-secondary education

Work History

Strategic Advisor

MoonRock DAO
12.2021 - Current
  • Gathered, documented and modeled data to assess business trends.
  • Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
  • Defined company roles and responsibilities to establish and enhance processes.
  • Developed innovative sales and marketing strategies to facilitate business expansion.

Founder

Essential Global Strategies
04.2020 - Current


  • Started this company to take advantage of global market trends.
  • 2020 focused investments on medical supplies
  • 2021 focused on making crypto investments and advising crypto projects.
  • Generated $1 Million in revenue first year in business.

VP, Private Banker

Bank Of America Merrill Lynch
04.2016 - 03.2020
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Developed tailored solutions to meet individual banking/investment needs.
  • Started as an advisor trainee in 2016 and was promoted every year.
  • Book of business AUM $100 Million+.


Intern

Goldman Sachs 10KSB
05.2015 - 08.2015
  • Assisted in industry trade shows, interacting with consumers and answering questions.
  • Completed research, compiled data and assisted in timely reporting.
  • Collaborated with team to optimize workflow and achieve objectives.
  • Assisted with projects by applying strong analytical skills and studies.

Education

Bachelor of Science - Business Management

Miami Dade College
Miami, FL
04.2011 - 06.2015

Skills

Decision Making

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Timeline

Strategic Advisor

MoonRock DAO
12.2021 - Current

Founder

Essential Global Strategies
04.2020 - Current

VP, Private Banker

Bank Of America Merrill Lynch
04.2016 - 03.2020

Intern

Goldman Sachs 10KSB
05.2015 - 08.2015

Bachelor of Science - Business Management

Miami Dade College
04.2011 - 06.2015

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Rafael PeñaAsset Management