Work History

Work History
Aug 2008 - Present

Junior Planner



  • Banco Popular: 2008 Budget of $2,103,360 & 2009 Budget (2 month period) of $ 248,872.37
  • Kodak 2008
  • USPS 2008
  • Assisted with developing new business plans for H&M, Johnnie Walker, and Kodak
  • Provided POVs to clients such as Volkswagen and Conagra
  • Organized client and Administrative meetings
  • Handled Weekly distribution of an online newsletter to all employees in the Bravo department (Hispanic Market Weekly)
May 2007 - Aug 2007


Merril Lynch
  • Generated highest returns of ten interns in Black Rock mock investment competition
  • Worked with wealth management  broker who served as mentor
  • Researched communication vehicles and cultural nuances of several Latin American countries
  • Contracted existing clients to complete W-8 forms
  • Conducted daily financial analysis using Bloomberg
  • Processed client wire transfers
  • Designed a fact sheet for financial advisor to use for marketing his practice
Jan 2004 - Jan 2005

Student Finance
  • Interacted with parents and students regarding financial aid and loan histories
  • Computed balances and returns on tuition
  • Filed liquidation of student accounts
  • Assisted students with promissory notes
May 2004 - Aug 2004

Executive Assistant

South Florida Insurance
  • Submitted new and renewal automobile insurance policies for agent
  • Calculated and processed payroll
  • Managed deposits of revenue into various accounts


2009 - Present

American Management Association
May 2004 - May 2008

Bachelors of Business Administration

Loyola University
  • Scholarships: Florida Bright Futures and Loyola University Student scholarship
  • Summer abroad: Loyola University's doing Business in China
Aug 2005 - Jan 2006

Boston College

- Hurricane Katrina Semester: Transfer student




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