Tristan Gonzalez
Corpus Christi,TX
Summary
Highly motivated and goal-driven financial professional skilled in collecting, monitoring, and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, budget management, and forecasting. Tech-savvy in the use of spreadsheets, accounting, and financial management software.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planning and Analysis Intern
Port Corpus Christi Authority
09.2023 - 12.2023
- Analyzed port purchase orders with over 200 vendors, then determined the most economical way to service each purchase order whether via credit card or purchase order account.
- Researched and gathered information on the Law Enforcement Officer Standards and Education Fund (LEOSE) for the Port Police Department, then analyzed past fund utilization to determine the most efficient and beneficial use of LEOSE funds.
Financial Services Professional
New York Life Insurance Co.
06.2021 - 07.2022
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Promoted insurance and products to individuals and businesses and analyzed and determined the financial viability and productivity of target products and services
Merchandiser
L&F Distributors LCC
06.2019 - 06.2021
- Arranged up-to-date advertising and marketing displays, and placed merchandise on counters or tables to promote visibility and sales
- Maximized potential for sales through effective promotion and product-display placement.
Education
BBA - Finance With Financial Analysis Certificate
Texas A&M University - Kingsville
Kingsville, TX05.2024
Skills
- Preparing Models
- Intermediate Microsoft Suite Skills
- Expense and Revenue Analysis
- Data Research and Analysis
- Accounting Techniques
- Money Handling
- Consultative Sales Techniques
- Interpersonal Communication Skills
- Prospective Client Engagement
Certification
- Securities Industry Essentials License (SIE)
- General Lines Life and Health License
- Bloomberg Market Concepts Certificate
Leadership And Involvement
- Young Business Professionals of the Coastal Bend, Corpus Christi, TX, 06/2021-Current
- Delta Sigma Pi Business Fraternity, Kingsville, TX, 08/2022-Current
Timeline
Financial Planning and Analysis Intern
Port Corpus Christi Authority
09.2023 - 12.2023
Financial Services Professional
New York Life Insurance Co.
06.2021 - 07.2022
Merchandiser
L&F Distributors LCC
06.2019 - 06.2021
BBA - Finance With Financial Analysis Certificate
Texas A&M University - Kingsville
- Securities Industry Essentials License (SIE)
- General Lines Life and Health License
- Bloomberg Market Concepts Certificate
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