Financial Services Professional
Tampa/St. Petersburg, Florida Area
Financial Services Professional
Tampa/St. Petersburg, Florida Area
(Capital Markets industry)
August 2006 — December 2008 (2 years 5 months)
As a research Analyst my main task was generating stock ideas by evaluating a company’s fundamental, economic and technical trends.
• Gained valuable knowledge of Hedge Fund and the investment industry.
• Generated stock ideas and recommendations through market research.
• Learned in-depth knowledge of retail and energy sectors by keeping an on going recommended “Buy List”.
(Events Services industry)
January 2005 — July 2006 (1 year 7 months)
While working for Ever Climb USA I was responsible for many tasks. As a sales associate, I would oversee event planning, customer service, and sales tasks.
• Boosted sales and added new customers.
• Increased sales by booking clients and new events.
• Improved customer satisfaction.
• Hired and trained new staff members
Bachelor , Finance & Economics , 2003 — 2007
CFA level 1, Florida Bright Future Scholarship