Gilbert Navarro Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

-Developed Morningstar reports for new client proposals -Prepared Morningstar and Broadridge reports that evaluate current client’s portfolio performance throughout the year-Attending AUM meetings that allowed me to gain insights on the process of rebalancing a portfolio -Learned how to utilize the eMoney software to provide comprehensive financial planning for clients

Coral Gables, Florida, United States

-Filed documents on their company software-Approved/ Denied employee expense reports- Worked with a team of four to accomplish dedicated tasks

Coral Gables, Florida, United States

-Approved employee expense reports- Confirmed employee expenses were legitimate with receipts-Participated in team meetings discussing criteria for valid expenses-Emailed employees with expense report irregularities

Doral, Florida, United States

-Learned their "Just-in-Time" process that ensures resources are restocked at the right time (avoids overflow/scarcity of supplies)-Learned how the department manages supplier relationships-Learned how the department minimizes costs when ordering supplies- Organized their warehouse

Coral Gables, Florida, United States

- Recorded business expenses (receipts) in Excel-Confirmed that information on invoices matched receipts-Confirmed that total expenses was reconciled by the individual expenses

Coral Gables, Florida, United States

-Helped move office materials into a new office-Filed documents-Ran any errands for office managers

Bachelor Of Business Administration - Bba, Wealth Management Minor, Real Estate Minor

Activities and Societies: Alpha Tau Omega, Real Estate Society, UF Student Investment Club

High School Diploma, High School/Secondary Diplomas And Certificates, 4.43

Activities and Societies: - Miami Herald Silver Knight Nominee (Business) - Future Business Leaders of America High School (Treasurer).