Luis Sosa
San Diego
Summary
Passionate about finance and eager to build a career in financial planning and wealth management. I thrive in fast-paced environments and am constantly expanding my skills. Currently pursuing my SIE, Series 6, 7, 63, and 65 licenses, with the goal of becoming a CFP and CFA to provide high-value financial services. With a strong analytical mindset and commitment to continuous learning, I aim to develop strategies that help individuals and businesses achieve their financial goals. Excited to grow, connect, and collaborate in the finance industry
Overview
4
4
years of professional experience
1
1
Certification
Work History
Part-Time Specialist
Apple
12.2023 - Current
- In my current job as specialist I learned multiple things, technical skills to work with any Apple devices and soft skills to help me make great impact on interactions with customers.
- Followed all company policies and procedures to deliver quality work.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- I was part of the Apple Vision Pro launch helping the team by giving out demos’ experiences at a high-quality level
- At each interaction I learned and overcome to difficult situations but also had many amazing connections that made me realize how much I like to help people and/or provide with my expertise through my customer service
Brand Ambassador
Ralph Lauren
06.2021 - 11.2023
- At this job I have learned many skills for different set of tasks
- I've done Cashier role, Sales role, Merchandising role including going to Ralph Lauren stores in CA and help them with merchandise, Shipping/Receiving role and More Ways to Shop role, it involves phone orders, zoom calls appointments, curbside pickup, ordering from store to store, or online to store for customers
- All these roles always with big enthusiasm and willing for the customer to fulfill their expectations with a world class customer service
- Increased positive word-of-mouth referrals through genuine, personalized customer interactions and excellent product knowledge.
- Ensured accurate representation of the brand by maintaining consistent messaging and visuals across all promotional materials and presentations.
Education
Bachelor of Business Administration - Finance
San Diego State University
01.2026
Asociate DEgree for transfer - Business Administration
Southwestern Community College
05.2024
Skills
- Strategic and Analytical Thinking
- Team Leadership
- Expert problem solving
- High Sense of urgency
- Company representation
- Time management
- Interpersonal skills
- Customer Relationship Management
- Bilingual
Certification
Introduction to Financial Planning and Wealth Management
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Part-Time Specialist
Apple
12.2023 - Current
Brand Ambassador
Ralph Lauren
06.2021 - 11.2023
Bachelor of Business Administration - Finance
San Diego State University
Asociate DEgree for transfer - Business Administration
Southwestern Community College
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