Overview
Work History
Education
Objective
LinkedIn
Timeline
Generic

Sebastian Padilla

Doral,Florida

Overview

4
4
years of professional experience

Work History

Intern

Ekanta Wealth Advisors
05.2024 - 07.2025
  • Daily Market Recap: Prepared and distributed daily financial market summaries, analyzing key economic indicators, corporate earnings, and socio-political events impacting equity markets.
  • Asset Allocation: Analyzed client investment accounts to classify asset holdings, calculate portfolio allocations, and assess risk profiles, categorizing portfolios from Conservative to Aggressive.
  • Mock Portfolio: Constructed and tracked five investment portfolios with varying risk levels, analyzing weekly performance over 10 weeks to assess risk-return trade-offs.
  • Custodian Fees: Researched and compared custodian fees across multiple banks, consolidating data into a spreadsheet to help the team negotiate competitive rates for clients.
  • Account Master List: Compiled and maintained a master list of client accounts across different banks, ensuring accuracy in account tracking and portfolio management.
  • Investment Monitor: Updated and analyzed fund performance metrics monthly using FactSet and FactSheets, supporting the investment committee in fund selection and allocation decisions.
  • Client Data Documentation: Assisted the Operations team in updating and verifying client records, including KYC documents, proof of address, and identification.
  • Term Sheet Spreadsheet: Consolidated structured note details, including strike levels and valuation dates, into a reference spreadsheet for the investment team.
  • Accounts Historical Valuations: Collected and recorded historical client portfolio valuations for integration into a new portfolio consolidation software.

Cashier

Doggy Style Food Cart Llc
12.2023 - Current
  • Operated cash register and processed customer transactions accurately and efficiently
  • Handled cash, credit, and debit card payments while adhering to store policies and procedures
  • Resolved customer complaints and addressed any issues in a timely and professional manner
  • Proactively promoted store promotions and products to increase sales and meet store targets.

Warehouse worker

Advanced Logistics
05.2023 - 08.2023
  • Inspect products and report any quality issues to management
  • Follow company and industry safety policies
  • Applied accurate labels to ensure outbound product was properly stacked and sequenced
  • Compare products received against documentation, and report any discrepancies
  • Quickly and accurately selected and prepared items for shipment
  • Praised for overall dedication and reliability in a fast-paced environment
  • Palletized cases and prepared pallets for shipment to stores

    • Team Member

    Rise Pies
    05.2022 - 08.2022
    • Worked collaboratively with a team to achieve daily tasks and goals
    • Assisted in training new team members on company policies and procedures
    • Ensured efficient and accurate completion of assigned tasks within a fastpaced environment
    • Communicated effectively with team members to maintain a positive and productive work environment
    • Demonstrated excellent customer service skills by providing exceptional service to customers
    • Resolved customer complaints and issues in a timely and professional manner
    • Maintained cleanliness and organization of work area to promote a safe and welcoming environment for customers

    Warehouse Worker

    Natural Systems
    07.2021 - 08.2021
    • Responsible for receiving, organizing, and storing incoming products and materials in the warehouse
    • Accurately label and tag products for easy identification and inventory management
    • Collaborate with team members to fulfill orders and prepare shipments for delivery

    Education

    Florida State University
    Tallahassee, Florida

    Objective

    To secure an entry-level position in a reputable organization where I can apply my business skills and knowledge with an opportunity to grow.

    LinkedIn

    https://www.linkedin.com/in/sebastian-padilla-824321226?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

    Timeline

    Intern

    Ekanta Wealth Advisors
    05.2024 - 07.2025

    Cashier

    Doggy Style Food Cart Llc
    12.2023 - Current

    Warehouse worker

    Advanced Logistics
    05.2023 - 08.2023

    Team Member

    Rise Pies
    05.2022 - 08.2022

    Warehouse Worker

    Natural Systems
    07.2021 - 08.2021

    Florida State University

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