Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Santiago Mizrahi

Miami,FL

Summary

Analytical and driven financial professional with a strong foundation in economics, investment strategy, and client-focused solutions. Known for sharp attention to detail, data-driven thinking, and a commitment to delivering results. Eager to contribute to a high-performing, growth-oriented team.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Licensing & Investment Foundations Program

Thrivent Financial
12.2024 - 04.2025
  • Completed FINRA licensing requirements including Series 7, Series 63 and Florida Health 2-40
  • Participated in a full-time financial advisory training program covering investment products, client relationship management, compliance, and portfolio strategy.
  • Developed a foundational understanding of financial planning, risk tolerance assessment, and personalized investment recommendations through case studies and simulations.

Licensing & Investment Foundations Program

Florida Financial Advisors
06.2024 - 12.2024
  • Completed FINRA licensing requirements including Series 7, Series 63 and Florida Health 2-14
  • Participated in a full-time financial advisory training program covering investment products, client relationship management, compliance, and portfolio strategy.
  • Developed a foundational understanding of financial planning, risk tolerance assessment, and personalized investment recommendations through case studies and simulations.

Real Estate Investment Analyst / Property Manager

70.3 Management
01.2022 - 09.2024
  • Managed a $20M+ portfolio of 70 residential properties, maintaining over 95% occupancy and consistent positive cash flow.
  • Produced investor-ready presentations analyzing ROI, cash-on-cash returns, and property-level performance using Excel and market data.
  • Built and maintained tenant relationships, oversaw leasing processes, and ensured timely rent collections across all units.
  • Identified new investment opportunities by tracking market trends, rental comps, and cap rates in the Miami area.

Financial and Accounting Intern

Alta Developers
01.2024 - 05.2024
  • Utilized Yardi Voyager to input, reconcile, and manage property-level financial data.
  • Assisted with monthly reporting, budgeting tasks, and internal audits across active development projects.
  • Collaborated with the accounting team to ensure accurate general ledger entries and compliance with reporting standards.

Education

Bachelor of Arts, Economics -

Florida International University
Miami, FL
04.2024

Skills

  • Financial Markets & Economic Trends
  • Equity Research & Portfolio Strategy
  • Real Estate Investment & Property Analysis
  • Client Communication & Relationship Building
  • Strategic Thinking & Problem Solving
  • Asset Allocation & Risk Awareness

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

Licensing & Investment Foundations Program

Thrivent Financial
12.2024 - 04.2025

Licensing & Investment Foundations Program

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

Bachelor of Arts, Economics -

Florida International University

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