Denis Morales
Calgary,Canada
Summary
Highly Dedicated Finance Student with high-level of knowledge in Financial analysis, Financial Planning, Advising, Budgeting and Securities analysis. As well as good attention to detail and with ability to work independently or as part of a team. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Canadian Imperial Bank Of Commerce
Calgary, AB
10.2024 - Current
- Mutual Fund Sales.
- Discussing Investment and Retirement plans for Clients.
- Identified potential areas of concern or improvement within a client's portfolio.
- Assisted clients in understanding complex financial concepts and instruments.
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Analyzed financial data to identify opportunities for increasing profitability.
- Prepared reports detailing client portfolio performance and asset allocation.
Sales Representative
HelloFresh
Calgary, AB
11.2023 - 03.2024
- Meeting Clients and closed Deals
- Maintain productive business relationships to ensure sales
- Organized client visits, presentations, product demonstrations and trade shows.
- Answered inquiries from prospective customers regarding features of products and services offered.
Summer Internship
Groupe Finac Montreal
Calgary, Alberta
05.2023 - 08.2023
- Budgeted CIDE Financial Project for United Nations.
- Managed Client's Accounts and Books
- Analyzed Clients Financial Statements and Transactions
- Reconciled Accounts Payable and Receivable.
Education
Bachelor's Degree - Business Administration, Financial Services
Southern Alberta Institute of Technology
Calgary, AB05-2024
Information Technology Diploma - Computer Systems
Southern Alberta Institute of Technology
Calgary, AB08-2020
Skills
- Financial planning
- Financial analysis
- Investment strategies
- Budgeting
- Securities analysis
- Strong organizational skills
- Time management skills
- Exceptional communication skills
- Teamwork
- Attention to detail
- Excellent Excel proficiency
- SQL
- Python programming
- VBA programming
Certification
- Investment Funds In Canada (IFC), Passed
- CSI Personal Financial Planning 1, Passed
- CSI Personal Financial Planning 2, Passed
- Canadian Securities Course , In Progress
Achievements Projects
- Budgeted School Building Project, For the United Nations (2023).
- Built Clock In System with integrated Database, (2020).
- Finac Accounting Software Development, (2023).
Languages
Spanish
Native/ Bilingual
French
Professional
English
Full Professional
Affiliations
- Clock In system building with SQL integration
- Accounting software Development using VBA
Timeline
Financial Services Representative
Canadian Imperial Bank Of Commerce
10.2024 - Current
Sales Representative
HelloFresh
11.2023 - 03.2024
Summer Internship
Groupe Finac Montreal
05.2023 - 08.2023
Bachelor's Degree - Business Administration, Financial Services
Southern Alberta Institute of Technology
Information Technology Diploma - Computer Systems
Southern Alberta Institute of Technology
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