Work Preference
Summary
Education
Skills
Certification
Timeline
Generic

Samantha-Jade Leiva

Miami,TX

Work Preference

Work Type

Full Time

Location Preference

On-Site
Location: Miami, FL
Open to relocation: No

Summary

Motivated finance professional focused on establishing expertise in banking and financial services as a Bank Teller, Personal Banker, or Banking Advisor. Pursuing SIE and Series 63 exams to enhance skills in financial products, credit, and risk management, while committed to practical experience in client relationship management and long-term advancement in investment management and private equity.

Education

Associate of Arts - Wealth Managment

Miami Dade College
Miami, FL
03-2027

Skills

  • Financial analysis
  • Wealth management
  • Investment strategies
  • Risk assessment
  • Regulatory compliance
  • Market research
  • Data interpretation
  • Project management
  • Problem-solving
  • Analytical and critical thinking
  • Quality assurance
  • Client rapport
  • Networking
  • Relationship building
  • Team building
  • Leadership
  • Conflict resolution
  • Customer relations
  • Multitasking
  • Microsoft Word
  • Problem resolution

Certification

  • Securities Industry Essentials (SIE) Exam — Currently Studying

    FINRA Series 63 – Uniform Securities Agent State Law Examination — Currently Studying

Timeline

Associate of Arts - Wealth Managment

Miami Dade College
Samantha-Jade Leiva