Position:
Risk Analyst at Chevron, Compliance Analyst at Chevron
Work:
Chevron
since Sep 2011
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Risk Analyst
Chevron
since Sep 2011
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Compliance Analyst
Mass Mutual Financial Group
Mar 2010 - Sep 2011
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Financial Advisor
Strategic Financial Group, LLC
Jan 2010 - Sep 2011
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Financial Advisor
Mass Mutual Financial Group
Nov 2009 - Mar 2010
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Intern
Gallup Inc
Mar 2009 - Mar 2010
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Interviewer
Gallup Independent
Oct 2008 - Jan 2009
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Data analyst
Education:
C.T. Bauer College of Business, University of Houston 2009 - 2011
Bachelor of Business Administration, Finance
University of Houston 2007 - 2011
Bachelor of Science (BS), Accounting and Finance
Skills:
Strategic Financial Planning, Wealth Management, Retirement Planning, Investments, Financial Advisory, Series 7, Retirement, Health Insurance, Disability Insurance, Microsoft Excel, Employee Benefits, Estate Planning, PowerPoint, Microsoft Office, Outlook, Microsoft Word, QuickBooks, Event Planning, Bloomberg Terminal, Tableau, Solarc Right Angle, Visual Basic, Spanish-English, MS Excel Pivot Tables, Vlookup, Macro, Legal Compliance, Compliance, Email Strategy, Anti Money Laundering, Financial Reporting, Financial Analysis, Financial Modeling, Functional Design