About me
Born and raised in Colombia, I bring an international academic and professional perspective shaped by a Bachelor's degree in the United States and a Master's in the Netherlands. This multicultural background has equipped me with adaptability, cross-cultural communication skills, and a global mindset—allowing me to navigate diverse environments with ease and deliver results in international teams.
Who I Am
Dedicated financial strategist with experience across wealth management, financial planning, market analysis, and client relationship management. Eager to grow alongside an excellent and forward thinking organization. Passionate about continuous learning throughout life.
Academic Experience
MSc Finance
Thesis - FOMC FOMO – Robinhood Trading Patterns Surrounding FOMC Announcements (8/10)
Advanced Corporate Finance (6.5/10)
Banking & Financial Intermediation (6.5/10)
Empirical Methods in Finance (6.5)
Investment Analysis (6/10)
Sustainable Finance (6.5/10)
Tilburg University - Tilburg, Netherlands
Aug 2023 - Jan 2025
Data Science Methods in Finance (7/10)
Derivative Securities (8/10)
Empirical Methods in Finance (6.5)
Investment Analysis (6/10)
BSc Business Administration
High Point University - High Point, United States of America
Aug 2015 - May 2019
Excel-based Business Analysis (10/10)
Principles of Microeconomics (7.5/10)
Financial Management (7.5/10)
Functions & Graphs (10/10)
Critical Reading & Interpretation (9/10)
Calculus for Business (9.2/10)
Principles of Macroeconomics (8.2/10)
Managerial Accounting (8.2/10)
Innovation Management (9.2/10)
Professional Experience
Financial Services Support Intern
Performed account reconciliations to validate the integrity of monthly and quarterly fiscal closings on Excel.
Conducted currency conversions and ledger reconciliations in SAP to ensure accurate financial consolidation.
Monitored and tracked EUV, DUV, and UF system transactions across departments using Power BI.
Automated repetitive financial and operational tasks, improving workflow efficiency and data accuracy.
Reviewed letters of credit and sales contracts to ensure compliance with internal policies and assess associated financial risks.
ASML - Veldhoven, Netherlands
Mar 2023 - Sept 2023
Built automated Excel models with macros to streamline routine financial tasks such as journal entry validations and invoice matching, improving operational efficiency.
Developed and maintained Power BI reports integrating data from SAP and internal sources to support financial analysis and drive cross-department transparency.
Assisted in reviewing and validating letters of credit and international sales contracts, assessing financial exposure and ensuring compliance with internal control policies.
Participated in fiscal close activities by preparing supporting documentation, conducting variance analysis, and ensuring timely reporting to senior finance stakeholders.
Tools & Applications
Excel (Advanced) - SAP (FI/CO) - Power BI - Microsoft Office Suite
Power Query - Internal Financial Systems - Spotfire
Skills
Attention-to-detail - Self-motivation - Time-management
Cross-functional communication - Problem-solving
Financial Advisor
Conducted tailored financial analysis for high-net-worth clients, assessing income, expenses, lifestyle factors, and long-term financial objectives to build comprehensive wealth strategies.
Served as the primary liaison between clients and the bank, managing communications regarding loans, account structures, and personalized financial planning needs.
Executed buy/sell transactions across securities and advised on asset allocation strategies to optimize returns and preserve capital.
Monitored macroeconomic and market trends to adjust financial plans and ensure alignment with evolving client needs and conditions.
Bank of America / Merrill Lynch - Charlotte, United States of America
Nov 2019 - Oct 2021
Supported clients through life events such as inheritance, divorce, business sales, or retirement transitions, offering guidance on liquidity management and wealth preservation.
Maintained close tracking of macroeconomic indicators, Federal Reserve policy, and market trends to proactively inform investment recommendations.
Acted as the primary client relationship manager, handling inquiries related to account structures, credit products, margin lending, and financial strategy updates.
Participated in fiscal close activities by preparing supporting documentation, conducting variance analysis, and ensuring timely reporting to senior finance stakeholders.
Tools & Applications
CRM Systems - SalesForce - Microsoft Suite Applications
ERP Systems - Exclusive & proprietary BofA applications
Skills
Self-discipline - Accountability - Focus - Resilience - Rapport-building
Client-centricity - Team-collaboration - Conflict-resolution - Negotiation
Technology Sales Associate
Processed transactions , including sales, credit payments, and returns.
Ensured accuracy in cash handling and register balancing.
Managed inventory levels for technology merchandise, executing restock orders.
Advised customers on technology products and services, offering tailored recommendations to meet business and personal needs.
Maintained strong product knowledge across a broad portfolio of consumer electronics, enabling confident upselling and cross-selling of complementary items and warranties.
Staples - High Point, United States of America
May 2018 - Oct 2018
Processed transactions efficiently, including sales, returns, exchanges, and credit applications, while ensuring compliance with internal cash-handling procedures.
Contributed to team sales targets and participated in in-store promotions to boost customer engagement and increase revenue.
Maintained a high customer satisfaction rating through effective communication, patience, and problem-solving skills in a fast-paced retail environment.
Assisted in troubleshooting basic technical issues and provided first-line support to customers post-purchase.
Tools & Applications
Point-of-Sale (POS) System - Cash Register & Payment Systems
Customer CRM Notes - Inventory Management Software
Skills
Initiative - Adaptability - Integrity - Upselling - Teamwork
Conflict-resolution - Product-explanation - Customer-service
Projects
Investigates trading behavior of Robinhood users during FOMC (Federal Open Market Committee) announcements between May 2018 and August 2020.
Explores abnormal trading volume, profitability, and market outperformance surrounding these announcements.
Robintrack Portfolio (RTP): Holder-weighted portfolio to proxy user wealth and compare against SPY performance.
Mean-Adjusted Event Study: Measures abnormal activity in a T-5 to T+5 window compared to a T-25 to T-6 baseline.
Analysis done both at aggregate level and by sector (11 S&P 500 sectors).
Ensured data refresh pipelines were automated through Power BI Gateway and Azure Synapse.
Provide real-time visibility into machine uptime, throughput, and error events.
Empower operational teams and upper management with intuitive data visualizations for decision-making.
Designed interactive Power BI dashboards with dynamic slicers to drill down by machine type, region, time period, and customer.
Designed and distributed a survey to 192 students, collecting data on demographics, smartphone usage habits, price sensitivity, brand loyalty, and openness to sustainable alternatives.
Conducted 24 in-depth interviews to explore deeper consumer perceptions on modularity, subscription models and Fairphone’s brand image
Identified critical disconnects between students’ stated interest in sustainability and their actual purchasing behavior.
Developed targeted recommendations including shorter trial periods, Android-user targeting, and a more interactive website experience to enhance visibility and appeal.
May 2024 - Dec 2024
Mar 2023 - Sept 2023
Aug 2022 - Dec 2022
Certifications
Skills
Beginner to Pro in Excel: Financial Modeling and Valuation 365 Careers 2022 - Present
R Basics - R Programming Language Introduction R-Tutorials Training - Data Science Education 2022 - 2022
R Programming A-Z™: R For Data Science SuperDataScience Team / Ligency Team 2022 - Present
Securities Industry Essentials (SIE) Financial Industry Regulatory Authority (FINRA) 2019
General Securities Representative Qualification Examination (Series 7) Financial Industry Regulatory Authority (FINRA) 2019
Uniform Combined State Law Examination (Series 66) Financial Industry Regulatory Authority (FINRA) 2019
Certification of Recognition 180 Degrees Consulting 2022
Microsoft’s Power Business Intelligence (PowerBi)
Microsoft’s Excel
Microsoft’s PowerPoint
Microsoft’s Word
SAP
RStudio / Posit
Customer Relationship Management - Sales Force
Canva
Financial Modelling
Financial Reporting
Quantitative Analysis
Data Visualization
Contact Form
Feel free to reach out for any inquiries