Fredrick Jaramillo - Sales Resume Simple
A highly motivated, results-driven professional with over 10 years of experience in the field of the field of the healthcare industry. I am a team player who is able to work independently and as a team member.
  • monitoring, increase, credit, bloomberg, pricing, reports
  • reports, clients, asset allocation, morningstar
  • 2017-12-252017-12-25



    • Monitoring and analyzing the daily sales reports and the pricing of the credit card. This includes the creation of a new merchant account and the increase of the company's credit card.
    • Work with the sales team to ensure that all sales and margin needs are met. Responsible for the preparation of the monthly commission report.
    • Analyzed and reported the performance of the Bloomberg terminal to the client. These reports were used to track the progress of the portfolios.
    • Work with the trading desk to ensure that all trades are processed correctly and in a timely manner. Provide support to the traders and brokers.
    • Analyzed and reported on sales, gross margin, and profit margins. Prepared monthly and quarterly financial reports. Provided management with detailed analysis of the company's performance.
    • Responsible for the preparation of monthly financial statements and supporting schedules. Provide support to the accounting team in the preparation of the monthly financial package.
  • 2017-12-252017-12-25

    Financial Internship - Private Wealth Management

    Republic Airlines

    • Prepared Morningstar reports for clients and prospects for asset allocation and diversification. Created and maintained client portfolios. Managed portfolio performance.
    • Assisted in the preparation of client financial statements and investment reports. Reviewed and analyzed client portfolios to determine if they were in compliance with the clients' needs.
    • Developed and maintained client relationships and provided financial advice. Educated clients on the importance of investing and the investment of their portfolios.

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