Steven Venegas
Linden,NJ
Summary
A highly motivated and detail-oriented college student at Rutgers Business School majoring in Finance. I've been able to get hands on experience in financial advising and accounting while attending school, I've demonstrated skills in financial planning, financial analysis, and financial accounting. Pursing Series 7 and CFA certifications, with a goal in advancing into Investment Banking.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
Secaucus, NJ
10.2024 - Current
- Informed clients about investment value in various assets
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Evaluated client needs for both immediate and future goals
- Analyzed economic trends to supply current investment insights
Staff Accountant
Professional Management Associates
Bridgewater, NJ
02.2023 - 06.2024
- Maintained accurate invoice summaries and collection records, ensuring 100% accuracy on billing and cash flows.
- Managed large amounts of financial data using balance sheets, profit and loss reports, and online databases using QuickBooks.
- Reconciled bank statements and investment accounts worth up to $500,000 to ensure accuracy.
- Recorded various financial transactions and analyzed financial statements.
Online Small Business Owner
LaceThemUpNJ
Linden, NJ
06.2020 - 08.2022
- Budgeting, controlling expenses and cash flow
- Utilized Microsoft productivity software such as Excel
- Managed inventory levels with product up towards $6,000
- Applied mathematical skills on excel to efficiently calculate statistical information
Education
Bachelor of Science - Finance
Rutgers Business School
Newark, NJ05.2025
High School Diploma -
Linden High School
Linden06-2021
Skills
- Financial Analysis
- Financial and Investments Advising
- Proficient with Office 365
- Analytical Problem Solver
- Financial Accounting Expertise
Certification
- Excel Level One Examination Certification
- Security Industry Essentials (SIE) Certificate
- New Jersey Insurance Producer License
- New Jersey Accident & Health or Sickness License
Coursework
- Finance
- Investments
- Financial Accounting
- Corporate Finance
Timeline
Financial Advisor
Equitable Advisors
10.2024 - Current
Staff Accountant
Professional Management Associates
02.2023 - 06.2024
Online Small Business Owner
LaceThemUpNJ
06.2020 - 08.2022
- Excel Level One Examination Certification
- Security Industry Essentials (SIE) Certificate
- New Jersey Insurance Producer License
- New Jersey Accident & Health or Sickness License
Bachelor of Science - Finance
Rutgers Business School
High School Diploma -
Linden High School
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