Where I'm headed
Early-career finance professional transitioning from financial advisory into sales-driven roles, combining Bloomberg Terminal expertise and financial modeling with hands-on sales cycle management. Bilingual (English/Spanish) with proven ability to analyze funnel metrics and close high-ticket deals.
Targeting
- Account Executive
- Business Development Representative
- Financial Analyst
- Sales Development Representative
What I bring
- ›Consultative sales with full-cycle closing capability
- ›Financial modeling and analysis (Bloomberg Terminal certified)
- ›Funnel metrics optimization (CPL, CAC, LTV)
- ›Bilingual communication (English/Spanish)
- ›Client needs assessment and tailored solution delivery
Proof
1st Place SDSU FIN 327 Investment Competition
Won campus investment competition demonstrating valuation and deal evaluation skills
Financial advisor at Prudential Financial
Built financial literacy programs and delivered tailored financial checklists while preparing clients for SIE and Series 7
Full sales cycle ownership at Pypes LLC
Lead consultative sales for high-ticket professional development programs with focus on CPL, CAC, and close rate optimization
VCIC Venture Capital Competition
Learned to valuate pre-IPO companies and identify signals driving successful venture outcomes
Role fit
- Account Executive · Entry-Level
- Sales Development · Entry-Level
- Business Development · Entry-Level
- Financial Analyst · Entry-Level