Santiago Mizrahi
Miami
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
12.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Financial Advisor
Florida Financial Advisors
06.2024 - 12.2024
- Delivered strategic investment advice for individual and corporate clients.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Informed clients of strategies for reducing debt and maximizing savings.
Real Estate Investment Analyst, Property Manager
70.3 Management
01.2022 - 09.2024
- 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.
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.
Education
Bachelor of Economics -
FIU Biscayne Bay Campus
04.2024
High School Diploma -
NSU University School
05.2020
Skills
- Macroeconomics & Market Strategy
- Equity & Fixed Income Analysis
- Asset allocation
- Risk Management
- Client Service and Support
- Networking & Partnerships
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 65 License - North American Securities Administrators Association through FINRA.
- Series 63 License - North American Securities Administrators Association through FINRA.
- Securities Industry Essentials (SIE) - Financial Industry Regulatory Authority (FINRA).
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Advisor
Thrivent Financial
12.2024 - Current
Financial Advisor
Florida Financial Advisors
06.2024 - 12.2024
Financial and Accounting Intern
Alta Developers
01.2024 - 05.2024
Real Estate Investment Analyst, Property Manager
70.3 Management
01.2022 - 09.2024
High School Diploma -
NSU University School
Bachelor of Economics -
FIU Biscayne Bay Campus
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