Zavier Ortiz
Phoenix,AZ
Summary
Entry-level financial professional pursuing a Bachelor of Science in Finance with an estate planning emphasis and planning to sit for the CFP exam in July 2026. Experienced in client-facing roles, portfolio monitoring, financial analysis, and operational support. Analytical, disciplined, and motivated to grow into an associate financial advisor or financial planning analyst role.
Overview
11
11
years of professional experience
Work History
Dietary Representative
HonorHealth
Phoenix, USA
02.2024 - Current
- Provide direct patient-facing service in a regulated healthcare environment requiring accuracy, professionalism, and confidentiality
- Coordinate meal orders and dietary requirements while maintaining detailed records and compliance standards
- Communicate effectively with patients, nurses, and clinical staff to resolve issues and support operational efficiency
- Demonstrate strong attention to detail, time management, and service quality in a high-volume setting
- Build trust and rapport with diverse individuals, strengthening interpersonal skills applicable to client-facing advisory roles
Finance & Operations Intern
Protex
Tempe, USA
06.2019 - Current
- Supported executive leadership with financial and operational tasks, including invoice processing and expense tracking
- Assisted with client communications, documentation, and follow-up inquiries
- Compiled meeting notes, financial records, and internal reports to support business decisions
- Utilized Microsoft Excel and Word to organize financial data and improve administrative workflows
Portfolio Manager
Independent
Phoenix, USA
03.2015 - Current
- Managed and monitored investment portfolios with a focus on risk management, asset allocation, and performance tracking
- Conducted portfolio rebalancing, liquidity management, and basic investment analysis
- Evaluated portfolio risk and return metrics to support disciplined decision-making
- Maintained detailed records of trades, performance results, and allocation changes
Competitive Esports Athlete & Performance Coach
Independent
, Global
12.2016 - 08.2022
- Competed at a high level in structured competitive environments, ranking within the top 50 players across multiple platforms
- Coached Tier 3 competitive teams and individual players through structured training, performance review, and strategic analysis
- Led competitive training sessions focused on decision-making, coordination, and consistency under pressure
- Conducted detailed gameplay and performance analysis to identify improvement opportunities
- Worked with players and teams internationally, demonstrating leadership and cross-cultural communication
Education
Bachelor of Science - Finance (Estate Planning Emphasis)
Grand Canyon University
Phoenix, AZ03.2026
Skills
- Financial Planning Support
- Portfolio Monitoring & Rebalancing
- Client Service & Relationship Management
- Retirement Accounts & Investment Basics
- Financial Analysis & Reporting
- Risk Management Fundamentals
- Cash Flow & Budget Analysis
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- CRM & Administrative Support
Additional Information
Interested in wealth management, retirement planning, and client-facing advisory roles, Willing to pursue required licensing (Series 65/7)
Certifications Professional Development
CFP Exam Candidate, 07/26
Leadership Performance Coaching Experience
Competitive Esports Athlete & Performance Coach, Global, Competed at a high level in structured competitive environments, ranking within the top 50 players across multiple platforms, Coached Tier 3 competitive teams and individual players through structured training, performance review, and strategic analysis, Led competitive training sessions focused on decision-making, coordination, and consistency under pressure, Conducted detailed gameplay and performance analysis to identify improvement opportunities, Worked with players and teams internationally, demonstrating leadership and cross-cultural communication
Timeline
Dietary Representative
HonorHealth
02.2024 - Current
Finance & Operations Intern
Protex
06.2019 - Current
Competitive Esports Athlete & Performance Coach
Independent
12.2016 - 08.2022
Portfolio Manager
Independent
03.2015 - Current
Bachelor of Science - Finance (Estate Planning Emphasis)
Grand Canyon University