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6021 Rue Sophie St., San Antonio, Texas 78238 | C: 281-974-7058 |
Accomplished professional with extensive experience in wealth management and related technology. Proficiency in
Microsoft Office Suite, financial analysis software, and CRM tools. Background in assisting users with application and
functionality of company technology. Ability to work in a team setting and provide exceptional client service while working
in a fast-paced environment.
Professional Experience
Teacher's Aid (Temporary)
Cornerstone Christian School
Assisted teachers by helping prepare and deliver lesson plans
Monitored students during class time, extracurricular activities, and lunch

02/2016 to 06/2016
San Antonio, TX

Wealth Strategy Associate

01/2015 to 09/2015
UBS Private Wealth Management
Dallas, TX
Supported team by helping manage $1,000,000,000 portfolio for a select number of high net worth individuals and
Utilized Bloomberg, Thomson ONE, FactSet, and Morningstar for equity research and analytics
Used multiple applications for order entry of equities, bonds, and options
Client Service Associate
01/2014 to 01/2015
UBS Financial Services
Houston, TX
Provided administrative and sales support to four financial advisors
Operated as the main contact for branch updates to Windows 7 software and Avaya VoIP phones
Used UBS ConsultWorks software on a daily basis for risk management, balancing client accounts, and
disbursing funds
Acted as team's primary contact in assistance of IPO for local petrochemical company
Branch Service Associate
05/2012 to 01/2014
UBS Financial Services
Houston, TX
Utilized UBS ConsultWorks and ServiceWorks software to monitor and approve Fedwires, account transfers, and
electronic disbursements
Acted as branch technology liaison which involved setup and troubleshooting of branch hardware and software
Responsible for assisting end users with operation of ConsultWorks platform, Dell PCs, and Microsoft Windows
Maintained and repaired inventory of Lexmark printers and copiers, and operated the office security system and
UBS Financial Services
Used Morningstar software for mutual fund and municipal bond research
Assisted financial advisors with data entry and account maintenance

12/2011 to 04/2012
Bryan, TX

Longnecker & Associates
Built financial models to depict a company's historical and future results
Examined and analyzed financial and investment information

05/2010 to 01/2011
Houston, TX

Education and Licensure

Bachelor of Science: Economics
Texas A&M University

May 2012
College Station, TX

FINRA Series 7 and 66

Community Service
Volunteer, Texas Parks & Wildlife, 2015 - 2016