Santiago Mizrahi
Miami,FL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Florida Financial Advisors
11.2024 - Current
Financial and Accounting Intern
Alta Developers
01.2024 - 05.2024
- Prepared accurate financial reports by compiling data and analyzing trends for management review
- Prepared working papers, reports and supporting documentation for audit findings
- Compiled general ledger entries on short schedule with 100% accuracy
Real Estate Investment Analyst, Property Manager
70.3 Management
01.2022 - Current
- Assisted in preparation of presentations, data tables and other documents for investor meetings
- Generated comprehensive reports on portfolio performance and risk assessment
- Monitored market trends and news to identify emerging opportunities
- Managing 70+ rental properties with positive cash flow every year
- Collected and maintained careful records of rental payments and payment dates
- Generated leads for sales and rental properties through cold calls and referrals
Education
Bachelor of Economics -
FIU Biscayne Bay Campus
North Miami, FL05-2024
High School Diploma -
NSU University School
Davie, FL06.2018
Skills
- Investment Properties
- Property Management
- Investment Advising
- Risk Management
- Client Relations
- Client Service and Support
- Negotiation
- Financial Markets
Certification
- SIE
- Series 65
- Life 2-14 (including variable contracts)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Advisor
Florida Financial Advisors
11.2024 - Current
Financial and Accounting Intern
Alta Developers
01.2024 - 05.2024
Real Estate Investment Analyst, Property Manager
70.3 Management
01.2022 - Current
High School Diploma -
NSU University School
Bachelor of Economics -
FIU Biscayne Bay Campus
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