Rigoberto Traub - Financial Advisor Resume Simple
SUMMARY
I am a financial advisor with a proven track record of success in the financial services industry. I have been in the investment management, and finance.
SKILLS
  • life insurance, modeling, net, derivatives, clients, insurance, planning, marketing, business planning, adjustments, reports, financial modeling, estate planning, presentations, financial analysis, analysis
  • reporting, management, fixed income, multi tasking, trend analysis, trading, pricing, clients, analysis
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Financial Advisor

    St. Louis Bread Company

    • Conduct financial analysis and presentations to help clients understand their investment strategy and risk tolerance. Create and maintain a comprehensive financial planning process.
    • Analyzed financial reports, asset allocation, and portfolio performance to determine the best fit for the client’s portfolios.
    • Conduct financial modeling and investment analyses to determine the best options for clients' portfolios and their financial goals. Provide recommendations on asset allocation, insurance coverage, and net worth.
    • Build and maintain client relationships and develop new business opportunities through the use of a variety of investment products including mutual funds, ETFs, and separately managed accounts.
    • Analyzed financial markets and market trends to determine appropriate pricing strategies and made recommendations for changes in the marketplace. Assisted in the development of new and existing products and services.
    • Create and implement marketing strategies to include asset allocation, asset allocation, and financial services, including 401K, 403b, and 529 plans.
  • 2017-12-252017-12-25

    Team Lead

    Victory University

    • Provide financial analysis to clients on a daily basis to ensure the accuracy of the trading and forecasting of the portfolio.
    • Work with sales, account management, and forecasting to develop and implement new pricing strategies and client relationships. Manage and provide support to the team.
    • Perform daily portfolio reconciliations for all client portfolios to ensure accuracy of the portfolio and provide a high level of customer service to the client.
    • Provide portfolio reporting and attribution for fixed income and equity portfolios. Analyze and report on the performance of the client.
    • Manage the portfolio of the firm and provide support for the monthly and quarterly account reconciliations. This includes the creation of a new model to track the performance of the client.
    • Create and maintain a trend report for the client to identify and analyze trends in the market. This includes the creation of a new model to predict the impact of the changes in the market.