RODRIGO HERNANDEZ
Vancouver,BC
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SERVICE MANGER
TOLOACHE MK
01.2023 - Current
- Customer service, managing FOH and BOH teams and planning weekly tasks.
- Improved customer satisfaction by implementing streamlined service processes and staff training programs.
- Enhanced product quality by consistently adhering to strict production guidelines and safety protocols.
- Managed a team of technicians, ensuring timely completion of projects and high-quality workmanship.
LINE STAFF
CACTUS CLUB CAFÉ
02.2022 - 02.2023
- Prepares, seasons, and cooks a wide variety of vegetables, seafood and other food items in accordance with prescribed recipes.
- Set up station and gather all supplies needed to prepare menu for service.
INDEPENDENT FINANCIAL ADVISOR
GBM
01.2021 - 12.2022
- Customer prospecting, assisting in account opening and follow-up.
- Boosted client satisfaction by providing personalized financial advice and wealth management strategies.
- Developed comprehensive financial plans for clients, resulting in improved long-term financial security.
- Analyzed clients'' risk tolerance to design investment portfolios that met their individual needs and goals.
ISP FEASIBILITY STUDY
SHIPING DEVELOPMENT CORPORATION DE MÉXICO
01.2020 - 01.2021
- Market study and preparation of the feasibility project for the shipyard company Infraestructura y Servicios Portuarios (ISP).
- Collaborated with cross-functional teams to deliver large-scale projects on time and within budget constraints.
RESEARCH AND PROJECT PREPARATION
SHIPING DEVELOPMENT CORPORATION DE MÉXICO
01.2019
- Research and preparation of the project "Housing solution, Dos Bocas - ICA Flour".
FILM MAKER
DANFORD COLLEGE
01.2019
- Production, photography and editing of the institutional video.
CONTENT CREATOR AND COMMUNITY MANAGER
MY LANGUAGE MY STORY
01.2018 - 01.2020
- Production, photography and editing of the institutional video.
CONTENT CREATOR AND COMMUNITY MANAGER
BAYSIDE COLLEGE
01.2017 - 01.2019
- Community manager, content curator and creator of photos and videos for social networks and organizer of activities.
FILM MAKER
BTC BELINDA MATHERSON WORKSHOP
01.2017
- Video photography.
PHOTOGRAPHER
RAW DATA
- Photographer for Escudería Telmex Formula 1 Racing Team, "Pilotos por la seguridad vial" campaign.
FILM MAKER
INTERAXION GLOBAL MEDIA
- Photographer / cinematographer for fifth government report.
PHOTOGRAPHER
TACO HOLDING
01.2016 - 01.2017
- Photographer of food and spaces of the chain's restaurants.
Education
Bachelor of Arts - Economics And Business
UNAM
Mexico 07.2024
On Line Program - Fintech
UC BERKELEY
Berkeley 10.2021
Graduate Certificate - Stock Market
Mexican Stock Market (Bolsa De Valores Mexico)
Mexico 02.2020
Bachelor of Arts - Film And TV
CECC
Mexico 12.2012
Skills
- Use of Office 360, Mac iOS, Tableau (basic)
- Stock Market Technical Analysis
- Teamwork capabilities
- Financial planning
- Editing programs: Premiere, Photoshop and Lightroom
- Handling of cameras and lights for video and photography
Certification
Certification as Investment Strategies Advisor, Figure 3, Mexican Association of Stock Market Institutions (AMIB), excel for data analysis (platzi)
Languages
English
Professional Working
Spanish
Native or Bilingual
Timeline
SERVICE MANGER
TOLOACHE MK
01.2023 - Current
LINE STAFF
CACTUS CLUB CAFÉ
02.2022 - 02.2023
INDEPENDENT FINANCIAL ADVISOR
GBM
01.2021 - 12.2022
ISP FEASIBILITY STUDY
SHIPING DEVELOPMENT CORPORATION DE MÉXICO
01.2020 - 01.2021
RESEARCH AND PROJECT PREPARATION
SHIPING DEVELOPMENT CORPORATION DE MÉXICO
01.2019
FILM MAKER
DANFORD COLLEGE
01.2019
CONTENT CREATOR AND COMMUNITY MANAGER
MY LANGUAGE MY STORY
01.2018 - 01.2020
CONTENT CREATOR AND COMMUNITY MANAGER
BAYSIDE COLLEGE
01.2017 - 01.2019
FILM MAKER
BTC BELINDA MATHERSON WORKSHOP
01.2017
PHOTOGRAPHER
TACO HOLDING
01.2016 - 01.2017
PHOTOGRAPHER
RAW DATA
FILM MAKER
INTERAXION GLOBAL MEDIA
Bachelor of Arts - Economics And Business
UNAM
On Line Program - Fintech
UC BERKELEY
Graduate Certificate - Stock Market
Mexican Stock Market (Bolsa De Valores Mexico)
Bachelor of Arts - Film And TV
CECC