I am a junior at Villanova School of Business, pursuing a B.S. degree in finance and financial management services with a co-major in international business. I am passionate about learning about different cultures and markets and how they affect the global economy and business strategies. I have also obtained multiple certifications in Bloomberg Market Concepts, Microsoft Excel, and Personal Finance, demonstrating my interest and proficiency in data analysis and financial literacy.In addition to my academic studies, I am currently working as a student philanthropy caller at Villanova University, where I contact alumni and solicit donations for various schools and programs. Through this experience, I have developed strong communication, persuasion, and relationship-building skills and a sense of gratitude and responsibility for giving back to the community. My goal is to work in an environment that I enjoy, which challenges me to grow as a person and a professional and build an independent and successful career in the healthcare and financial services industries.
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Wealth Management InternWells Fargo Advisors Nov 2024 - Dec 2024Conshohocken, Pennsylvania, United StatesGained hands-on experience in managing client portfolios, analyzing wealth management strategies, and supporting trade-related activities:- Assisting in portfolio allocation by diversifying clients' assets across income, equities, and industry sectors based on market performance and risk/return assessment- Supporting trade execution processes, including monitoring client transactions, verifying trade details, and ensuring accurate settlement of trades- Learning to analyze and allocate fixed-income assets to optimize stability and returns in line with client objectives- Developing reports and letters using Excel and Word to track client capital allocation, attract new potential clients to the wealth management brokers of the company, trade activities, and portfolio performance- Navigating the SmartStation dashboard to access client information, balances, etc..., create customized reports, and present clear insights into capital distribution, trade details, and wealth strategies- Enhancing skills in asset diversification and sector analysis to help balance client risk and returnsThis opportunity has allowed me to refine my technical proficiency in financial tools and literacy, develop a deeper understanding of trade processes, and build a strong foundation in wealth management principles. -
Financial Real Estate InternSouth Caribbean Financial Services - Scfs Jun 2024 - Aug 2024Ponce, Puerto RicoAssisted in managing finances for real estate properties. This included coordinating enhancements like electric car chargers, pylons, and signage in a shopping center. I developed skills in organizing financial data by accurately sorting and filing expense reports using Excel. -
Student Philanthropy AssociateVillanova University Sep 2022 - May 2024Villanova, Pennsylvania, United StatesMade calls to Villanova alums to request donations to be contributed towards campus facilities, programs, and on-campus resources for students to facilitate. Worked with team members to reach an amount goal set for the end of the year and participated in collaborating on special campus occasions like 1842 day or winter events for calling in recognition of those events. -
Envestnet - An Understanded Of Planned Investment SolutionsEnvestnet, Inc Sep 2023 - Nov 2023Villanova, Pennsylvania, United States -
Project Management InternCredemtia Jun 2023 - Aug 2023Ponce, Puerto Rico- In charge of developing the HIRE Module for the CredeMtia platform. -
Administrative AssistantRovira Rodriguez Attorneys And Counsellors At Law Jun 2022 - Aug 2022Ponce, Puerto Rico- Assisted the office manager in administrative tasks- Data Entry- File Analyst
Juan Sebastian Rovira Luna Education Details
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Junior
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Caribbean SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about Juan Sebastian Rovira Luna
What is Juan Sebastian Rovira Luna's role at the current company?
Juan Sebastian Rovira Luna's current role is Finance major with an International Business co-major and Marketing minor Student at Villanova University.
What schools did Juan Sebastian Rovira Luna attend?
Juan Sebastian Rovira Luna attended Villanova University, Caribbean School.
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