Morningstar
Operations Analyst and Portfolio Administrator
Wells Fargo Jan 2012 - Jul 2013
Banker and Investment Advisor
Navisis Financial Sep 2011 - Nov 2011
Broker Trainee
Jpmorgan Chase & Co. Sep 2010 - Aug 2011
Personal Banker
Merrill Lynch Jan 2010 - May 2010
Financial Advisor Internship
Education:
Fort Lewis College 2003 - 2009
Bachelors, Bachelor of Arts, Business Administration, Finance
Universidad De Guadalajara 2007
Durango High School
Lüneburg University
Universidad De Guadalajara
Skills:
Investments Financial Analysis Customer Relations Excel Access Equities Powerpoint Banking Securities Asset Management Word Microsoft Office Wealth Management Series 63 Sports Marketing Sports Management Sports Writing Sports Media Customer Service Portfolio Management Finance Customer Relationship Management Financial Services Management Marketing Microsoft Word Social Media
Interests:
Motorsports Traveling Soccer Motorcycles Ice Hockey