Steve Martinez
El Monte,CA
Summary
Detail-oriented professional leveraging a English degree and accounting work experience with a skill-set centered around financial modeling, complex problem solving, business analytics, corporate finance, and general accounting. Currently seeking a position to identify, execute, and lead large, complex projects oriented around client’s needs and financial goals. Proactive, creative and innovative in solving problems and issues. Ability to plan and manage daily tasks, analyze, provide results and recommend solutions to management. Excellent personal computer skills including a high level of proficiency with MS Office products (Excel, Word and PowerPoint). Account reconciliation. Ability to adapt to the proliferation of new and complex financial instruments. Adept in data collection. Ability to work in a fast-paced, dynamic environment, independently, as well as part of a multi-functional team.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Treasury Management
J.P. Morgan
01.2022 - Current
- Serves as a primary contact for a portfolio of clients to ensure that their financial needs are met while simultaneously growing and developing the client’s banking relationship
- Coordinates with clients, account managers, research partners, and other financial institutions to ensure that clients are properly serviced
- Ensures that all paperwork is completed, assigned, and executed correctly
- Lead client meetings and act as a liaison between current and new partners guaranteeing that clients are well-informed and at every level of their relationship
- Take ownership of the client relationship ensuring that the client feels heard and represented while representing the bank in a positive and professional manner.
Platoon Sergeant
United States Army
03.2012 - Current
- Ensures that the entire platoon, consisting of 20 soldiers, has completed all required annual training requirements
- Assists the Company Commander is quarterly drug testing, physical testing, and combat-ready requirements
- Teaches individual training and collective training, develops unit cohesion
- Responsible for the health, welfare, and safety of 20 soldiers
- Lead large scale training projects that involve coordinating with other units, states, and government agencies.
Treasury Management
Wells Fargo
04.2015 - 12.2021
- Serves as a primary contact for clients to ensure that their financial needs are met while simultaneously exercising good judgement to determine present and future needs and solutions
- Acts as a liaison between clients and other partners to ensure client satisfaction
- Coordinate with clients, account managers, research partners, and other financial institutions to ensure that clients are properly serviced
- Ensures that all paperwork is completed, assigned, and executed correctly
- Prepares monthly, quarterly, and yearly reports, utilize various software including Excel, analytical and graphic software.
Education
Bachelor of Arts— English - Literary Studies
California State Polytechnic University – Pomona
01.2020
MBA -
Southern New Hampshire University
Hooksett, NH04.2024
Skills
- Treasury Management
- Collaborative Problem-Solving
- Collaboration and communication
- Strong leadership abilities
- Project planning and development
Certification
- Unit Prevention Leader
- Master Fitness Trainer
- Equal Opportunities Representative
References
Available upon request
Timeline
Treasury Management
J.P. Morgan
01.2022 - Current
Treasury Management
Wells Fargo
04.2015 - 12.2021
Platoon Sergeant
United States Army
03.2012 - Current
Bachelor of Arts— English - Literary Studies
California State Polytechnic University – Pomona
MBA -
Southern New Hampshire University
- Unit Prevention Leader
- Master Fitness Trainer
- Equal Opportunities Representative
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