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Registered Representative. Master of Science in Finance Graduate. Created a venture capitalist start-up plan with financial forecast, valuation, bottom-up sales, P&L, and Pro Forma. Conducted a lifetime financial analysis of stock and competitors via Bloomberg Terminal. Led new sales initiative with new product line with top sales. Analyzed Mutual Funds for Retirement Portfolios with comparative benchmarks: S&P 500 & Dow Jones Industrial Average. Created Quarterly & Annual Financial Statements for S-Corp.

Professional Experience

Feb 2017Present

Office Manager / Accountant

Spine Sport & All Facets of Rehab Center, INC
  • Registered Start-Up as S-Corp, setup Payroll, and determined fair salary levels.
  • Negotiated deal with billing company to receive reduced rates during first year of contract.
  • Optimized use of Venture Capital funds and equipment purchases.
  • Created quarterly and annual financial statements: Balance Sheet, Cash Flow, and Profit & Loss.
Feb 2017Present

Registered Representative

MassMutual Financial Group
  • Created wealth building strategies which optimize investments for clients and business owners.
  • Educated clients near or at retirement on strategies to improve investment income generation.
  • Managed Retirement Investment Accounts: 401(k), 403(b), Traditional IRA, Roth IRA.
  • Improved client acquisition success rate by 22% by running client meetings using teaming.
  • Developed Performance Measurement criterion for monthly new business and existing clients
  • Increased client acquisition by developing and utilizing new procedure to directly market 403(b) plans to Organization Office Managers.
Oct 2016Feb 2017

Financial Professional Associate

Prudential Financial
  • Created detailed reports on Life Insurance & Investment Strategies
  • Used risk assessment system to achieve suitability of client portfolio via Monte Carlo Simulation
May 2015Jul 2016

Apple Master / Sales Consultant

Best Buy
  • Provided advice to customers in choosing products via value proposition, boosting sales by 20%
  • Accomplished a 17% annual increase in product insurance sales in Geek Squad & Apple Care
  • Enrolled customers in Citibank Credit Card financing and processed monthly bill payments.
Jan 2015May 2015

User Assistant

University of Miami Information Technology
  • Improved lab usage and software competency in Microsoft Office & Adobe Creative Cloud
  • Managed phone line and displayed courtesy to lab users while identifying and resolving issues
Jan 2015May 2015

Research Assistant

University of Miami Social Development Research Lab
  • Contributed to three research studies under two graduate students switching between tasks effectively
    • HFA (Study of High Functioning Autism in children and adolescents)
      • Used EEG in conjunction with cognitive task (Flanker)
    • TOTS (Temperament Over Time Study) in collaboration with University of Maryland
      • Coded recordings of participants on several scales
    • MARI (Marino Autism Research Institute)
      • Tested participants in Theory of Mind and Response to Logic Based Tests
      • Extracted family saliva samples and ran genetic analysis
  • Conducted data analysis of completed study using IBM SPSS 22 Statistical Software
  • Wrote Research Review Paper:
    “Communicative Ability in High-Risk Siblings of Children with Autism Spectrum Disorder”

Burrows, C. A., Usher, L. V., Schwartz, C. B., Mundy, P. C., & Henderson, H. A. (2015). Supporting the spectrum hypothesis: Self-reported temperament in children and adolescents with high functioning autism. Journal Of Autism And Developmental Disorders, doi:10.1007/s10803-015-2653-9

Aug 2013May 2014

Research Assistant

University of Miami Mood and Cognition Research Lab
  • Assisted graduate student and professor in research study in creating improvements in protocol
  • Instructed participants of protocol in study and ensured overall well-being of the participants
  • Recruited participants in classrooms and with posters and helped creating marketing materials
  • Conducted data collection, coding, & analysis, ran analysis, & evaluated results of study

Malooly, A. M., Genet, J. J., & Siemer, M. (2013). Individual differences in reappraisal effectiveness: The role of affective flexibility. Emotion, 13(2), 302-313. doi:10.1037/a0029980

Research Posters

Computer Skills


CRM (Customer Relationship Management)


Used statistical tests including ANOVA and Post-Hoc analyses such as Tukey, Bonferroni, L.S.D, and Regression.

Microsoft Office

Knowledgeable in use of templates and drafting of professional documents.

  • Word
  • Excel
  • PowerPoint
  • Access
  • Publisher
Bloomberg Terminal

Conducted a lifetime financial analysis of stock and competitors. Created Portfolios.

  • Bloomberg Market Concepts
  • Bloomberg Essentials
    • Securities
    • Fixed Income
    • Foreign Exchange (FX)
    • Commodities

    Balance Sheet, Statement of Cash Flow, Profit & Loss (Income Statement)


    Monte Carlo Simulation


    Manages Citations and References

    Web Design
    • HTML5
    • CSS3
    • Javascript & jQuery
    • Bootstrap 3/4
    • Website Deployment
    Java 8

    Computer Programming

    Adobe creative cloud

    Graphic Design

    • Photoshop
    • Illustrator
    • InDesign


    • FL 2-15 (with Variable Contracts & Long-Term Care Protection)
    • Securities Licenses  All Exams Passed on 1st Attempt (BrokerCheck CRD# 6724180)
      • Series 6
      • Series 7
      • Series 63
      • Series 65 


    FIU International MBA Corporate Simulation
    1st Place

    FBLA State Competition Florida Chapter
    4th Place in Management Decision Making (Orlando, FL)

    FBLA District 52 Competition
    2nd Place in Management Decision Making (Miami, FL)


    GMAT (09/27/2014)
    Total: 710
    Verbal: 39
    Quantitative: 48
    Analytical Writing: 5.0


    Aug 2015Present

    Master of Business Administration (MBA) / Master of Science in Finance (MSF) Dual Degree

    Florida International University, Miami, FL

    Graduation: December, 2016
    GPA: 3.780

    MSF: Corporate Finance, Global Financial Strategy, Futures & Fixed Income, Portfolio Analysis, Securities Analysis, Financial Reporting and Analysis, Advanced Risk Management.
    MBA: Operations Management, Marketing, Business Law, Accounting, Strategic Management, Organizational Information Systems, Master’s Project Venture Capital, Organizational Ethics.

    Aug 2011May 2015

    Bachelor of Science (B.S.)

    University of Miami, Coral Gables, FL

    Graduated: May 8, 2015
    Minor: Chemistry
    Relevant Courses: Macroeconomics, Computer Programming, Graphics, Calculus 3, Statistics, Advanced Research Methods, Personality/Social/Abnormal Psychology, Sociology.
    Honors: Dean's List (Fall 2015)

    Aug 2007May 2011

    High School Diploma

    Dr. Michael M. Krop Senior High School, Miami, FL

    Graduation Diploma: Superintendent's Diploma of Distinction
    Honors: Summa Cum Laude (Top 5%)
    Unweighted GPA: 3.5
    Weighted GPA: 5.99


    Dec 2017Present


    The Idea Center at Miami Dade College
    WebDev, Website Development, is The Idea Center's Front-end Web Development Program covering

    • HTML5
    • CSS3
    • Javascript & jQuery
    • Bootstrap 3/4
    • Website Deployment
    Apr 2016Present

    Bloomberg Market Concepts (BMC)

    Bloomberg LP
    BMC consists of 4 modules:
    • Economics
    • Currencies
    • Fixed Income
    • Equities
    - Given additional insight from Bloomberg data, news, analytics and television.
    - Supplements university learnings with practical knowledge of the markets
    - Familiarized with over 70 Bloomberg Terminal functions
    - Learned what moves markets
    - Familiarized yourself with key benchmarks that professionals monitor

    Apr 2016Present

    Bloomberg Essentials

    Bloomberg LP

    • Bloomberg Commodity Essentials
    • Bloomberg Fixed Income Essentials
    • Bloomberg FX Essentials
    • Bloomberg Equity Essentials

    Jan 2016Present

    edX Honor Code Certificate for Analyzing and Visualizing Data with Excel

    edX | Microsoft

    DAT206x: Analyzing and Visualizing Data with Excel
    a course of study offered by Microsoft, an online learning initiative of Microsoft Corporation through edX.


    Wall Street Journal Young Professionals Network
    January 2016 - Present

    American Red Cross Member
    June 2011 - Present

    Model United Nations Member
    January 2011 - Present
    Represented Mexico as a Delegate in conference on the issue of Human Trafficking


    University of Miami – Miller School of Medicine, Miami, FL
    May 2015 - August 2015
    Volunteering (192 hours)

    • Helped patients at bedside
    • Was able to listen to work related effects of injury and of time needed to recuperate after surgery
    • Learned of the process of a cost benefit analysis as well as risk assessment methods used in decision to pursue surgery
    • Escorted patients
    • Learned of the importance of time prioritized treatment and recovery
    • Worked with doctor to figure out cause of the injury, corroborated via physical symptoms of patient


    VA Medical Center Albuquerque, Albuquerque, NM 
    June 2011 - August 2011
    Volunteering (108 hours) 

    • Acquired training from Geriatric doctors, Chiropractor, and Physical Therapists at The PACT Rehab clinic and Neurology Dept.
    • Performed and observed electro-diagnostic testing, EMG & Nerve Conduction Studies
    • Assisted in care of patients, US military veterans, and given praise for excellent bedside manners
    • Escorted patients from waiting room

    University of New Mexico, Albuquerque, NM
    June 2011 - August 2011
    Observership (40 hours)                                              

    • Observed neurosurgeon, Dr. Howard Yonas, at clinic at University of New Mexico School of Medicine
    • Educated by Dr. Yonas on clinic’s diagnostic tools and anatomical parts of the nervous system

    Aventura Police Department - Community Cleanup, Aventura, FL

    • Helped clean up nearby area of litter in Aventura, FL.
    • Learned course and received certificate showing how a community's appearance is correlated with crime and how Aventura's Police Department has taken measures to reduce the possibility of crime in the city.


    • English
    • Spanish
    • Hindi