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Summary About Me

Energetic, enthusiastic, and looking forward to learn new things in life. As my education, employment, and licenses shows, I'm not a person who gets discouraged by the challenges life presents. It is always exciting to understand how everything works and how can someone improve it. In a few words, that is how I describe my self and the world around me.  


Aug 2011Dec 2013

Masters in Business Administration (M.B.A.)

Texas A & M International University (T.A.M.I.U.)

The degree is designed to give a broad knowledge of the functional aspects of a company and their interconnection, while also allowing for specialization in a particular area in this case mine is International Business and Management. TAMIU M.B.A. programs develops the student's practical managerial skills, communication skills, teamwork, and decision-making. TAMIU program also incorporates  practical experience, in the form of case projects, presentations, internships, industrial visits, and interaction with experts from the industry. 

Aug 2005Dec 2009

Bachelor In Business Administration (B.B.A.)

Texas A & M International University (T.A.M.I.U.)

The Bachelor of Business Administration (BBA) is a degree designed to develop the skills required for careers in business or management. This degree provides also a concentration. Finance, was chosen for the greater scope it provides to understand an organization's financial situation.  The real value of the B.B.A. however, is not limited strictly to the business world. A B.B.A. can also be useful for a managerial career in any other sectors such as public, government, private industry, and among other areas.

Aug 2005Dec 2007

Associate in Arts (A.A.)

 Laredo Community College (L.C.C.)

Student for basic course classes for my B.B.A. degree. Took classes on English, Literature, History, Public Speech and similar courses that assisted to shape my career in business.

Work History

Jul 2012Jan 2015

Licensed Banker

J.P. Morgan Chase

Investment banker at Chase. Primary responsibilities included:

  • Through careful sales planning, we were able to reach our monthly  goals.These plans were applied in B2C model: In-Person, Business  Visits, Cold Calling, Presentations, among other viable methods. 
  • Managed a portfolio of over three hundred customers, we applied our sales strategies to forge long lasting relationships and through them increase our network. 
  • Responsible for the sales process from the teller line to the banker's desk. The goal is to ensure customers referrals are properly introduced and a deal is finalized.
  • As a Federal and State licensed banker, my duty is to provide insight on new market concepts and financial securities to grow customers' market portfolio. 
Oct 2010Jul 2012

Financial Sales Advisor

BBVA Compass

Financial Sales Adviser at BBVA Compass. Primary responsibilities were as follows:

  • Primary role was selling financial products to customers and discovering potential opportunities, furthermore deliver clerical work in a proper manner.
  • Ensured that as a team we met our quarterly sales goals. This was achieved through communication with other sales departments, such as: Investments, Mortgage, Merchant Services, among others.
  • Analyzing sales report to identify opportunities/problems, create solutions and implement them to achieve quarterly goals and guarantee annual growth.
  • Held in charge of foreign entities, an implementation of questionnaires known as "Know Your Customer" (KYC) helped to understand their purpose for establishing a relationship with institutions in the United States.
Jul 2009Oct 2010

Sales Banker

International Bank Of Commerce

As a Sales Banker at IBC, my responsibilities were as follows:

  • The selling of all basic financial products offered at a retail level and maximize market share through phone call programs on a daily basis.
  • Booking on-site presentations to create positive company awareness, sell bank products, and represent the company.
  • Expert on Financial Analysis, in order to prepare profit and loss reports and deliver them to upper management for further review and approval.
  • Supervisor for customer service ranking in the branch. Created plans for improvement and implantation of new ideas to improve client satisfaction.

Oct 2007Mar 2008

Sales Manager


 Manager at Gametronics, my responsibilities were as follows:

  • Store Manager of video game and electric appliance store, in charge of supervising store sales, inventory, and customer service.
  • Supervised 5 employees during weekends and provided coaching, training, and guiding towards work-related purposes.
  • Inventory management on a weekly basis to keep products fully stocked, and identified sales opportunities to increase gross sales. 
  • Communicated with warehouse operations to forecast needed merchandise on a timely manner before peak seasons.
Nov 2005Feb 2006

Sales Specialist

Shahi Inc

Sales Specialist at Shahi Inc. My responsibilities were as follows:

  • Ensured that that the shopping experience of our clients was exceptional.
  • Managed inventory and products to meet customers demands.


Jun 2013Jun 2016

Series 6 CRD# 6150651


A securities license entitling the agent holder to register as a limited representative and sell mutual funds, variable annuities and insurance premiums. 

Jun 2013Jun 2016

Series 63 CRD# 6150651


A securities license entitling the holder to solicit orders for any type of security in a particular state. The agents provides knowledge of state securities acts and related rules and regulations, as well as knowledge of ethical practices and fiduciary obligations.

Aug 2013Present

General Lines Life and Health/General Lines Property and Casualty

State Of Texas

Entitles the agent the ability to provide advise on insurance products. Such as Annuities. 

Aug 2011Present

National Mortgage Licensing System (568204)

Federal Government 

NMLS is designed to bring greater efficiency and coordination to the regulation of non-depository financial services providers through the automation and streamlining of state licensing and the sharing of information across jurisdictional lines.

Financial Analysis Project

This project has the intent to predict if a security's financial value will increase or decrease in the near future. Instead of using traditional models for doing predictions. Such as the Black-Scholes, or the binomial model, this project researches the company's 10k filings and analyzes their respective business plan, strategy, and implementation to understand the real value of their stock.