I have experience as financial analyst
I graduated from the University of North Carolina at Charlotte in Charlotte, NC with a BS degree in finance. I worked as a financial planning analyst for four years for Spaugh Dameron Tenny - MassMutual Carolinas.... More
Processed payments over the phone, managed IT cases involving issues with online payment platforms and maintained a detailed record of assigned cases on Salesforce.
Prepared four to five comprehensive financial plans per month and developed strategies for affluent clients, based on quantitative analysis, and performed financial products research.
I served as an interpreter 20 to 25 times per day for Spanish-speaking patients, filled out insurance forms and checked insurance benefits online and over the phone.
I studied finance and focused on portfolio management.
I collect scale model airplanes and enjoy playing guitar and piano. I'm also learning how to program in Python.