Javier Bermudez

Javier Bermudez Email and Phone Number

Funding Adviser @ Formula Funding
San Diego, CA, US
Javier Bermudez's Location
San Diego, California, United States, United States
Javier Bermudez's Contact Details

Javier Bermudez personal email

About Javier Bermudez

Javier Bermudez is a Funding Adviser at Formula Funding. He possess expertise in .net, powerpoint, protecting, consulting, accounting and 42 more skills.

Javier Bermudez's Current Company Details
Formula Funding

Formula Funding

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Funding Adviser
San Diego, CA, US
Employees:
16
Javier Bermudez Work Experience Details
  • Formula Funding
    Funding Adviser
    Formula Funding
    San Diego, Ca, Us
  • San Diego Unified School District
    Resident Teacher
    San Diego Unified School District Mar 2022 - Present
    San Diego, California, United States
    .• Instructed and managed up to 150 students per day, ensuring classes aligned with program objectives. • Collected and analyzed student performance data and prepared reports to improve educational outcomes. • Demonstrated flexibility by adapting quickly to different classroom environments and grade levels.
  • Strategic Financial Solutions Ny
    Financial Consultant
    Strategic Financial Solutions Ny Oct 2018 - Dec 2020
    New York, New York
    • Facilitated the enrollment of $600,000 monthly into debt settlement programs, achieving an average debt reduction of 45% per client and collectively saving clients over $2,200,000 annually. • Provided comprehensive financial support to clients with personal debts of $10,000 or more, developing tailored strategies for debt relief, and identifying cost-saving opportunities for financial stability. • Analyzed and prepared financial reports for in-house legal teams and attorneys to assist with debt negotiations, support audit processes, and ensure compliance with industry standards and regulations.
  • Get Tagit™ Inc.
    Senior Director Of Finance
    Get Tagit™ Inc. Jan 2017 - Oct 2018
    Greater San Diego Area
    • Secured over $1,000,000 in capital to support strategic business goals, enhancing financial stability and growth. • Analyzed and reported financial results directly to CEO, C-Suite Executives, and Board of Directors, managing budgets and monitoring project costs to ensure alignment with financial objectives. • Oversaw cash flow, optimized capital allocation, and maintained liquidity for operations and growth.
  • Axa Advisors
    Financial Consultant
    Axa Advisors Jun 2013 - Jan 2017
    • Oversaw a portfolio valued at up to $5,000,000, ensuring optimal asset allocation and performance. • Directed sales initiatives and client acquisition efforts, successfully attracting and onboarding new clients. • Managed and monitored client budgets, providing regular updates and adherence to financial strategies. • Maintained client data in compliance with SOX (Sarbanes-Oxley Act) and SEC regulations, completing control walkthroughs to ensure the effectiveness of internal controls and adherence to audit standards. • Earned FINRA Series 7, 63, 65, and Life licenses, demonstrating professional commitment and expertise.

Javier Bermudez Skills

.net Powerpoint Protecting Consulting Accounting Salesforce.com Classification Exams Fixed Income Seminars Detail Oriented Star St. John Portfolio Management New York Managerial Finance System Investments Business Services Academic English Finance Bilingual Trading Desk San Diego Morningstar Morning Star Equities Mutual Funds Outlook Strategies Microsoft Word Microsoft Excel Autonomous Libraries Persistent Data Driven Testing Etfs Trading Science Rigorous Meetings Mandates Queens Series 7 Meet Tight Deadlines Spanish

Javier Bermudez Education Details

Frequently Asked Questions about Javier Bermudez

What company does Javier Bermudez work for?

Javier Bermudez works for Formula Funding

What is Javier Bermudez's role at the current company?

Javier Bermudez's current role is Funding Adviser.

What is Javier Bermudez's email address?

Javier Bermudez's email address is ja****@****axa.com

What schools did Javier Bermudez attend?

Javier Bermudez attended Saint John's University - Peter J. Tobin College Of Business.

What skills is Javier Bermudez known for?

Javier Bermudez has skills like .net, Powerpoint, Protecting, Consulting, Accounting, Salesforce.com, Classification, Exams, Fixed Income, Seminars, Detail Oriented, Star.

Who are Javier Bermudez's colleagues?

Javier Bermudez's colleagues are Jose David Angulo, Ryan Baker, Dawson Bailey, Anthony Arevalo, Allan Laguatan, Jakob Williams, Shelby Kuhl.

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