Daniel Ruiz

Daniel Ruiz Email and Phone Number

Portfolio Manager Assistant @ Ameriprise Financial Services, LLC
Lubbock, TX, US
Daniel Ruiz's Location
Lubbock, Texas, United States, United States
About Daniel Ruiz

Graduate student at Texas Tech University, pursuing an MS in Finance with specialization in Investment Management. Previously, financial aid student advisor at WBU, business student intern for Daktronics INC, Event Consultant for ISL Agency and currently working with JMB Investment Group and Amicus Financial Advisors as a Wealth Management Intern.

Daniel Ruiz's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

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Portfolio Manager Assistant
Lubbock, TX, US
Website:
jmbgrouppm.com
Employees:
9
Daniel Ruiz Work Experience Details
  • Ameriprise Financial Services, Llc
    Portfolio Manager Assistant
    Ameriprise Financial Services, Llc
    Lubbock, Tx, Us
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  • Jmb Group Llc
    Wealth Management Intern
    Jmb Group Llc Mar 2024 - Present
    Lubbock, Texas, United States
    - Gained expertise in portfolio and cash management with accounts valued in $7.2MM- Actively developed client relationships, while contributing to business expansion strategies- Engaged in real estate management and acquisitions & developed financial models to forecast profitability
    View
  • Wayland Baptist University
    Financial Aid Student Advisor
    Wayland Baptist University Aug 2022 - May 2024
    Plainview, Texas, United States
    - Advised students regarding grants and loans for a total amount of $4.5MM- Over 600+ financial documents reports and federal work applications- Successfully over 20 students in the use of programs like PowerFaids or PowerCampus
    View
  • Isl
    Event Consultant
    Isl Feb 2023 - Jul 2023
    United States
    - Successfully created over 150 client pitches and reports that increased company’s profitability- Created more than 300 detailed scouting reports with Microsoft Excel, analyzing different psychological and optimal aspects of the potential customers for the company
    View
  • Daktronics
    Business Student Intern
    Daktronics Jan 2022 - Apr 2022
    Erie, Pennsylvania, United States
    - Handled 250+ Quote Requests and renderings for a value of $6MM- Mastered skills in Salesforce, Microsoft office, Teams and Excel while running unapplied payments- Researched 200+ official documents with the purpose of improving the track of financial information
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  • Gannon University
    Cda Residence Hall
    Gannon University Aug 2021 - Dec 2021
    Erie, Pennsylvania, United States
    - Verbal and social skills. Built relationships with residents through everyday conversation andprogramming activities- Solved residents' problems through enforcing residence hall rules and utilizing active listening- Quick problem-solving reaction against adversity
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Daniel Ruiz Education Details

Frequently Asked Questions about Daniel Ruiz

What company does Daniel Ruiz work for?

Daniel Ruiz works for Ameriprise Financial Services, Llc

What is Daniel Ruiz's role at the current company?

Daniel Ruiz's current role is Portfolio Manager Assistant.

What schools did Daniel Ruiz attend?

Daniel Ruiz attended Texas Tech University - Rawls College Of Business, Wayland Baptist University, Gannon University.

Who are Daniel Ruiz's colleagues?

Daniel Ruiz's colleagues are Lori Maranise, Ajit Kumar Gupta, Victoria Sanders, Gena Berry, Page Gray, Jane Nussel, Mike Valenzuela.

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