Derek Diaz Email & Phone Number

Pasadena, MD, US

Baltimore, Maryland, United States

 Analyzed certificates of deposit rollover trends to evaluate the performance of product rates and maintain adequate deposit levels.  Assisted in updating ALM model beta lag assumptions, improving model accuracy.  Updated methodologies for competitor rate reporting, ensuring only the most current rates were reported.  Prepared daily and weekly.

Mclean, Virginia, United States

 Linked over 600 custodian accounts in eMoney planning software so real-time financial information could be displayed for the client. Reorganized account and asset labels in eMoney to fit the company’s standardized model.  Created 6 financial plans for prospective clients from account statements and tax returns. Integrated over 40 plans from acquired.

Pasadena, Maryland, United States

 Approximated project costs and created estimates for prospective customers.  Handled day-to-day operations, including payroll and payment collection for services. Negotiated season-long contracts with customers. Prepared and communicated transparent schedules for employees and customers, and with this determined the most efficient route, minimizing.

Baltimore, Maryland, United States

 Recorded orders over the phone and in person with great accuracy and efficiency. Rang up anywhere from $500 to $1500 in sales during shifts.  Mastered the point of sales system which included over 100 items that could be customized to the customer’s preference.  Developed strong conflict mitigation skills by listening to customer concerns and.

Bachelor'S Degree, Finance, Senior

Activities and Societies: Phi Kappa Tau Fraternity

Education record