Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sebastian Beltran

Herriman,UT

Summary

Dynamic professional with expertise in wealth management at Morgan Stanley, leveraging advanced analytical reasoning and financial modeling to enhance operational efficiency. Proven track record in risk management and collaboration across teams, driving compliance and optimizing portfolio performance for high-net-worth clients. Detail-oriented and results driven, committed to delivering exceptional financial insights.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Morgan Stanley
Sandy, UT
09.2025 - Current
  • Supported compliance efforts by ensuring adherence to regulations and policies.
  • Provided comprehensive wealth management services to high-net-worth individuals.
  • Collaborated with cross-functional teams such as sales, product management, finance, and IT to ensure successful implementation.
  • Maintained accurate records of all data collected during analysis processes.
  • Educated customers in Banking and Investments products.

Data Analyst

G3 Solar
Lindon, UT
02.2022 - 05.2025
  • Utilized data insights to boost operational efficiency and show clear and accurate information by creating multiple data bases and reports.
  • Partnered with finance and legal departments to mitigate risks and meet regulatory standards.
  • Updated operational methods, oversaw accounting procedures, tracked information, and compiled data to improve efficiency.
  • Implemented risk management strategies to address potential issues.

Internal Operations

ION Solar
Provo, UT
01.2021 - 02.2022
  • Assisted in developing and implementing operational policies and procedures.
  • Analyzed financial data to support budgeting and forecasting processes.
  • Monitored market trends to identify potential risks and opportunities.
  • Achieved cost-savings by developing functional solutions to problems.

Education

Bachelor of Science - Finance & Business Management

Utah Valley University
Orem, UT
12.2025

Associate of Science - Marketing

LDS Business College
Salt Lake City
06-2022

Skills

  • Advance Microsoft Office Suite
  • Analytic reasoning
  • Tableau/Python
  • Risk management
  • Financial modeling
  • Detail and organization
  • Wealth management portfolios
  • Finance operations

Certification

FINRA SIE

Timeline

Financial Services Representative

Morgan Stanley
09.2025 - Current

Data Analyst

G3 Solar
02.2022 - 05.2025

Internal Operations

ION Solar
01.2021 - 02.2022

Bachelor of Science - Finance & Business Management

Utah Valley University

Associate of Science - Marketing

LDS Business College
Sebastian Beltran