Summary
Overview
Work History
Education
Skills
Additional Information
Interests
Languages
Timeline
Generic

William Ospina-Torres

Laguna Hills,CA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

2
2
years of professional experience

Work History

Member Service Representative

SchoolsFirst Federal Credit Union
2022.04 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions
  • Reconciled accounts and reviewed expense data, net worth, and assets

Internship/Auditor's Assistant

Gutierrez & Anderson, CPA
2021.02 - 2022.04
  • Drafted findings and recommendations into detailed reports.
  • Performed analysis and research to compile data to submit to auditor for special projects.
  • Conducted audits of funds to meet proper accounting, reporting, and disbursement requirements.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports

Education

Bachelor of Arts - Business Finance

Concordia University Irvine
Irvine, CA
12.2022

Associate of Science - Business Administration

Saddleback College
Mission Viejo, CA
08.2019

Skills

  • Cash Flow Planning
  • Client Relations
  • Microsoft Office
  • Management of Financial Resources

Additional Information

Soccer for Hope

Camp Counselor, Fundraiser Volunteer

  • Summer soccer camp counselor to raise money for children with life threatening rare diseases, primarily for CHOC hospital
  • Volunteer at annual silent and live auction fundraiser, insure guests are accommodated well and receive excellent hospitality
  • Conduct fundraising cold calls to help raise money for the non-profit and invite guests to annual fundraiser

Concordia University Men's Soccer

Student Athlete/Captain

  • Demonstrated Exceptional Teamwork and Communication Skills: Served as a team captain for a college soccer team, effectively communicating strategies and fostering a positive team environment.
  • Exercised Strong Decision-Making and Problem-Solving Abilities: Made critical decisions under pressure during competitive matches, displaying sound judgment and analytical thinking.
  • Displayed Dedication and Discipline: Balanced rigorous training schedules with academic responsibilities, showcasing excellent time management and organizational skills. Maintained a high level of commitment, consistently meeting and exceeding expectations both on the field and in the classroom.

Interests

Soccer, Video Games, Music, Traveling, Computers

Languages

English
Native or Bilingual
Spanish
Full Professional

Timeline

Member Service Representative

SchoolsFirst Federal Credit Union
2022.04 - Current

Internship/Auditor's Assistant

Gutierrez & Anderson, CPA
2021.02 - 2022.04

Bachelor of Arts - Business Finance

Concordia University Irvine

Associate of Science - Business Administration

Saddleback College
William Ospina-Torres