Yancy Sanz
Indianapolis,IN
Summary
To obtain a full-time position within a well respected organization allowing me to fully utilize my skills and knowledge.
Overview
11
11
years of professional experience
Work History
Options Trader Consultant
Charles Schwab
Indianapolis
09.2022 - Current
- Create option contracts and forecast to determine the optimal price of an option
- Create reports and models that outline financial position for clients
- Help maximize profit and minimize risk for wealthy trading portfolios.
Financial Consultant Academy
Charles Schwab
Indianapolis
09.2021 - 09.2022
- Understanding financial markets, economic trends, and Investment products
- Skills in budgeting, tax, estate, and retirement planning
- Efficient communication skills, trust-building and relationship management skills
- Securities Industry licensing: SIE, Series 7, Series 66.
Accounts Receivable Team
GEICO Corporate Office
Carmel
12.2020 - 09.2021
- Provide outstanding financial customer service
- Effective with excel and powerpoint
- Communicate efficiently and effectively with clients on payment plans
- Work in a fast-paced, high-volume call center office.
Operations Manager
LA Fitness
Indianapolis
05.2020 - 12.2020
- Ensure all club operations are met
- Responsible for club staffing at all levels including 3 departments
- Ensure facility presentation
- Meet and exceed revenue goals while providing high level customer service.
Front Desk Staff
LA Fitness
Indianapolis
01.2017 - 01.2020
- Responsible for check ins
- Responsible for commission calls
- Managerial duties
- Banking.
Assistant Supervisor
Studio Movie Grill
Indianapolis
01.2014 - 01.2017
- Responsible for day shifts during week day operations
- Make work schedules for over 60 part-time runner employees
- Gained leadership knowledge.
Education
Bachelor's degree - Finance
Miller College of Business, Ball State University
Muncie, IN, U.S.A.05.2020
Skills
- Communication and negotiation
- Leadership
- Critical thinking
- Budgeting
- Tax, estate, and retirement planning
- Efficient communication skills
- Trust-building and relationship management skills
- Securities Industry licensing: SIE, Series 7, Series 66
- Effective with Excel and PowerPoint
- Working under pressure
- Time management skills
- People skills
- Microsoft Office user
- Accounting skills
Affiliations
- Active member of Kappa Alpha Psi
- Active member of NAACP
- Active member of The Finance Group for CS
References
Available upon Request
Timeline
Options Trader Consultant
Charles Schwab
09.2022 - Current
Financial Consultant Academy
Charles Schwab
09.2021 - 09.2022
Accounts Receivable Team
GEICO Corporate Office
12.2020 - 09.2021
Operations Manager
LA Fitness
05.2020 - 12.2020
Front Desk Staff
LA Fitness
01.2017 - 01.2020
Assistant Supervisor
Studio Movie Grill
01.2014 - 01.2017
Bachelor's degree - Finance
Miller College of Business, Ball State University