Jaime Cantalejo De Dios Email & Phone Number

Portland, OR, US

Camas, Washington, United States

As a Deliverables Associate in the 401k Retirement Solutions department, I coordinate the creation and distribution of 401(k) plan materials, and ensure the timely and accurate delivery of these resources to small and mid-sized businesses.

As an extern at Colton Alexander, I conduct extensive market research and analysis focused on sustainable companies. I identify and evaluate private companies in Series A and B with strong environmental practices to be considered for investment. Additionally, I analyze global companies' business models dedicated to combating climate change and provide.

Portland, Oregon, United States

As IMA Club President, I led the accounting club, organizing activities and events for students' professional development. I coordinated participation in IMA chapter events and the Career Expo: Accounting, Finance, and Analytics. I also facilitated communication with the CMA program and organized accounting-related activities.

Portland, Oregon, United States

As a Business Student Council Leader, I coordinated with peers to organize events and initiatives, inviting industry experts from companies like Edward Jones, Keen, and Disney. We also partnered with local non-profits such as Blanchet House. My role included overseeing finances, managing funding, organizing events, and fostering a collaborative environment.

Portland, Oregón, Estados Unidos

As a Business Tutor, I assisted over 30 students in understanding finance, accounting, and business management. I facilitated study sessions, developed personalized learning plans, and provided one-on-one tutoring. My role included clarifying coursework, preparing students for exams, and enhancing their understanding of business principles.

Portland, Oregon, United States

As an Associate Financial Advisor Intern at Northwestern Mutual, I played a key role in supporting Advisors with investment planning and financial analysis. I compiled meeting kits for various stages of client engagement and contributed to office team goals during staff meetings. My insights on key financial metrics helped improve client investment.

Portland, Oregon, United States

In my role as the IFS Intern Work Flow Manager, I focused on the administration processes of insurance policies, including applications, underwriting, and policy delivery. I also managed client relationships and utilized Dynamics 365 for efficient client management. My work involved collaborating with financial representatives and the IFS team to ensure a.

Bachelor Of Arts - Ba, Accounting And Finance, Highest Honors I 4.0 Gpa

Activities and Societies: Men's Varsity Soccer Team Business Student Council Leader Institute of Management Accountants (IMA)CCC &.

Bachillerato, Empresariales