Summary
Overview
Work History
Education
Skills
Timeline
Generic

Victor Cajina

Summary

Motivated and detail-oriented finance student with experience supporting client portfolio analysis and investment strategy development. Demonstrates strong analytical skills and a growing understanding of wealth management. Aspiring to become a top-tier personal financial advisor by delivering tailored financial solutions and long-term value to clients.


Overview

2
2
years of professional experience

Work History

Client Associate Intern

Financial Designs Wealth
01.2025 - 04.2025
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions using Wealthscape and Salesforce portals.
  • Facilitated new client onboarding process and investment account setup.
  • Analyzed client investment accounts using platforms such as Black Diamond and various 401(k) portals (e.g., Nationwide, Voya, Broadridge, Human Interest) to assess asset allocation and recommend tailored ETF strategies aligned with client risk profiles and target rates of return.

Student Managerial Assistant

Kimberly Green Latin American and Caribbean Center
02.2023 - 01.2025
  • Managed administrative tasks: Data entry, filing, event management, social media management.
  • Adapted to university specific databases and systems to provide course lists for 5,500 students on a semester's basis.
  • Collaborate with program directors on a daily basis to complete tasks efficiently.
  • Planned and implemented team projects to accomplish objectives.

VIP Lounge Personnel

UBS Art Basel
12.2023 - 12.2023
  • Partnered with a team of 5 to optimize time management and shifts for keeping the VIP lounge secure and orderly. Led to attendants reporting 20% increase in happiness with their experience compared to previous year.
  • Employed efficient strategies to intertwine teams' duties with 4 other contracted companies working alongside us.

Education

BBA - Finance

Florida International University
Miami, FL
04-2026

Skills

  • Microsoft Office
  • Adobe Acrobat
  • Adaptability to tech systems and databases
  • Teamwork and collaboration
  • Client onboarding
  • Wealth management
  • CRM software

Timeline

Client Associate Intern

Financial Designs Wealth
01.2025 - 04.2025

VIP Lounge Personnel

UBS Art Basel
12.2023 - 12.2023

Student Managerial Assistant

Kimberly Green Latin American and Caribbean Center
02.2023 - 01.2025

BBA - Finance

Florida International University