Leonardo V. Email & Phone Number

Orlando, Florida, United States

Orlando, Florida, United States

• Analyzed an average of 35 loans per week, reviewing and assessing business and personal credit reports, proposed collateral, completing cash flow analysis, and determining whether the loan fits within the BLE policy.
• Exercised loan approval authority for a plethora of loans of different nature within the threshold of $350K based on financial fundamentals and BLE policy requirements.
• Coordinated post-approval communication between the loan officers and the closing team to ensure that the final documents are accurate, assuring a closing rate of two days.

Port Orange, Florida

Deland

• Manage a $3.5 million portfolio made up with a diversify selection of stocks and bonds
• Create reports by collecting and analyzing the economic and financial environment surrounding a stock or a bond to determine the proper investment
• Examine data using Excel and Solver in order to identify investment patterns
• Analyze the portfolio’s performance using different resources such as Bloomberg, Reuters and Morning Star
• Forecasting data to determine the possible movements of the market that could affect the portfolio
• Address meetings with the Roland George Investment trustees to propose new stocks or bonds for the portfolio

• Teaching approximately 200 students per semester with different levels of knowledge how to improve their understanding of the Spanish language and how to better utilize it for practical usage
• Assessing student’s abilities, and then teaching them new techniques to ease their learning processes
• Coordinating group activities that provide support and increase student’s overall learning outcomes
• Utilizing communication skills to develop strong, personal connections to students, resulting in an increase of positive referrals of students requesting after office hours and weekend appointments

Daytona Beach, Florida Area

• Arranged and conduct over 10 appointments per week to sell a wide variety of products including annuities, life, and health insurance
• Collaborated with colleagues to set and facilitate appointments to assist our Spanish-speaking clients
• Effectively networked with clients, current, and prospective to build relationships and referrals promotion
• Educated clients in regard to Medicare, Life insurance and annuities to ensure they were aware of their options and entitlements per contractual obligations

Bachelor Of Business Administration (B.B.A.), Finance, General, Economics

Activities and Societies: Phi Sigma Kappa Fraternity-Part of the Roland George Investment Program -Current Member of Phi Sigma Kappa.

Bachelor Of Business Administration (B.B.A.), Finance, General, 3.5

Activities and Societies: - Phi Sigma Kappa - Club Soccer - Omicron Delta Epsilon- Economics Major; Introduction to Economics 1&2, Micro.