Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic
Sergio Truebas

Sergio Truebas

Miami,FL

Summary

Finance professional with a background in personal and universal banking. Actively pursuing the CFA program to sharpen expertise in investment analysis and portfolio management. Currently awaiting EAD (Employment Authorization Document) via an active status adjustment. Eager to apply analytical problem-solving to an entry-level role in investment banking or asset management.

Overview

2
2
years of professional experience
5
5
Certifications

Work History

Personal Banker

Citibank, NA
Miami, Florida
03.2025 - 12.2025
  • Portfolio Management: Managed a diverse portfolio of individual clients, serving as the primary advisor for personal financial growth and complex banking needs.
  • Relationship Capital: Established high-trust relationships by delivering tailored financial solutions and maintaining proactive, long-term portfolio management.
  • Strategic Advisory: Leveraged analytical problem-solving to align client financial goals with appropriate banking products and services.

Universal Banker

Citibank, NA
Miami, Florida
03.2024 - 03.2025
  • Hybrid Operations: Executed a dual-scope role encompassing both teller transactions and high-level personal banking services, including account origination and servicing.
  • Credit & Lending: Facilitated the end-to-end processing of applications for personal loans and credit cards, ensuring precision and adherence to regulatory standards.
  • Business Development: Developed robust banking relationships through strategic rapport-building and sophisticated customer service technique

Education

Bachelor of Arts - Economics

University of Havana
Cuba
12-2022

Skills

  • Portfolio management
  • Client relationship management
  • Credit analysis
  • Regulatory compliance
  • Business development
  • Financial Modeling
  • Financial Statement Analysis
  • Discounted Cash Flow (DCF) Valuation
  • Comparable Company Analysis (Comps)
  • Precedent Transactions Analysis
  • Equity Research
  • Fixed Income Analysis
  • Financial Forecasting

Languages

English
Full Professional
Spanish
Native/ Bilingual

Certification

Financial & Valuation Modeling

Timeline

Personal Banker

Citibank, NA
03.2025 - 12.2025

Universal Banker

Citibank, NA
03.2024 - 03.2025

Bachelor of Arts - Economics

University of Havana
Sergio Truebas