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Miguel J.
I am offline now

activeStatusAVAILABLE TO WORK
I’m available for a long-term job

I have experience as financial analyst

I can work as a
  • Admin Support
  • Customer Support
Full Time
Dollar icon $900 /Month

I accept:
    • Wire Transfer

This profile has not been verified yet
Miguel is a morning Bird and can work anytime

About me

    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

Skills

Accounting

Bookkeeping
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3 of 5
Accounting
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3 of 5
Communication

Zoom
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4 of 5
Skype
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4 of 5
Slack
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4 of 5

Experience

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2019 - 2020
Paymentus
Customer Service

Processed payments over the phone, managed IT cases involving issues with online payment platforms and maintained a detailed record of assigned cases on Salesforce.

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2014 - 2018
Spaugh Dameron Tenny - MassMutual Caroli
Financial Planning Analyst

Prepared four to five comprehensive financial plans per month and developed strategies for affluent clients, based on quantitative analysis, and performed financial products research.

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2009 - 2011
Central Carolina Medical Clinic
Bilingual Medical Office Assistant

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.

Education

2012 - 2014
University of North Carolina - Charlotte

I studied finance and focused on portfolio management.

Languages

English

Overall skills: Advanced
Written Level: Advanced
Spoken Level: Advanced

Spanish

Overall skills: Advanced
Written Level: Advanced
Spoken Level: Advanced

My Hobbies

    I collect scale model airplanes and enjoy playing guitar and piano. I'm also learning how to program in Python.

Tests

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