Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies And Interests
Languages
Timeline
Generic

Adrian Salguero

Charlottetown,Canada

Summary

Major in Economics with experience in Finance, Administrative Duties, and Client Services. Strong educational background in Finance and Analytics. I'm also well-versed in various software applications such as Sage 50, Gretl, and Microsoft Office.

Looking forward to broadening my knowledge in my field and always looking for opportunities to progress in my career.

Overview

3
3
years of professional experience

Work History

Client Services Representative

Invesco
Charlottetown
01.2024 - Current
  • Vast knowledge of Mutual Funds, Individual Investment Accounts, and Retirement Accounts.
  • Accurately provide legal paperwork on the portability of retirement accounts, as well as paperwork required for transactions and maintenance of accounts.
  • Knowledge and understanding of how to process loans on retirement plans.
  • Processed transactions such as distributions. redemptions and purchases on both individual and retirement accounts.
  • Dealing with Shareholders and Financial Advisors providing high-quality service.

Mobile and Smart Living Associate

Best Buy Canada
Charlottetown, Canada
12.2020 - 12.2023
  • Use of Microsoft Excel, Office, and Powerpoint
  • Handle Administrative duties and Reconciliation during store closing duties on a daily basis.
  • Manage inventory by the budget.
  • Address inquiries, resolving issues, and fostering positive client relationships.
  • Knowledgeable in Product Processing and Managing relations with carriers such as Bell, Telus, and Rogers.
  • Handled responsibilities given by both management and national carriers.

Project Sustainability Analyst (Internship)

CSD Peru / World Bank Group
Remote
11.2021 - 05.2022
  • Collected Concerted Plans of Action (Data) provided by Unions.
  • Conducted Data Analysis and evaluation of Plans of Action.
  • Filtered and reported on which plans were adequate with environmentally sustainable standards.

Independent Consultant (Internship)

CSD Peru / Proyecto ZIS (Sustainable Industrial Zones)
Remote
03.2023 - 03.2023
  • Conducted Data Analysis of the impact of 18 selected corporations.
  • Crafted custom surveys for each corporation that would gather information about the environmental impact of their operations.
  • Provided short-term solutions based on the information evaluated.

Independent Consultant (Internship)

CSD Peru / Programa Juntos
Remote
04.2023 - 05.2023
  • Determinedthe value of a leasing contract for a building for the next three years.
  • Used Data Analytics and Econometrics to generate a report justifying the change in pricing using statistics from government-validated sources using econometrics software (Data Analysis)
  • The report had to be verified and peer-reviewed by an economist with experience in Public Funds Administration.

Education

Bachelor of Arts - Economics

University of Prince Edward Island
Charlottetown, PE
12.2022

Skills

  • Analytical
  • FMVA
  • Microsoft Office Apps
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Microsoft One-note
  • Microsoft Teams
  • Detail-oriented
  • Data Entry
  • Mathematical Skills
  • Establishing KPI Metrics
  • Social Media Marketing
  • Direct Email Marketing
  • Web Analytics
  • Business Development
  • Financial Analysis
  • Financial Industry Knowledge
  • Data Analytics
  • Data-Collection
  • Wordpress
  • Gretl

Accomplishments

  • Harvard National Model United Nations Latin-America 2017 (HNMUN-LA), 01/2017, 01/2017, Participation in Harvard National Model United Nations Latin-America at Crisis Committee held at Lima, Perú.
  • WKI Startup Business Methodology (Startup Zone), 03/2022, 05/2022, Knowledge of the required tools to successfully identify and launch a Startup Business.
  • E-Commerce and Website Creation (Lima, Peru), 01/2018, 05/2018, Five-month intensive training on platform creation using WordPress.

Hobbies And Interests

Green and Sustainable Economics

Marketing Development and Business Development

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual
French
Professional
Portuguese
Limited

Timeline

Client Services Representative

Invesco
01.2024 - Current

Independent Consultant (Internship)

CSD Peru / Programa Juntos
04.2023 - 05.2023

Independent Consultant (Internship)

CSD Peru / Proyecto ZIS (Sustainable Industrial Zones)
03.2023 - 03.2023

Project Sustainability Analyst (Internship)

CSD Peru / World Bank Group
11.2021 - 05.2022

Mobile and Smart Living Associate

Best Buy Canada
12.2020 - 12.2023

Bachelor of Arts - Economics

University of Prince Edward Island

Similar Profiles

CREATE PROFILE
Adrian Salguero