Raul M. Email & Phone Number

Nashville, Tn, Us

• Managed $600,000 portfolio alongside seven student fund managers• Conducted macroeconomic and sector specific research to identify economic and industry trends• Conducted portfolio reviews for Consumer Staples and Discretionary sectors and developed watchlists for potential investments• Reviewed annual reports, financial statements, industry news and research, and created valuation models for potential investments• Presented student portfolio at 2021 TVA Investment Annual Conference

Nashville, Tennessee, United States

• Worked alongside commissioned examiners on institutions ranging from $200 to $600 million in assets• Reviewed Uniform Bank Performance Reports for level and trend of financial ratios and overall condition• Reconciled quarterly Call Report data with general ledger and securities safekeeping reports• Reviewed relevant documents for adequacy and risk concerns including funds management and investment policies, contingent funding plans, correspondent bank reconcilements, sources and uses statements, audit reports, securities analysis, and interest rate risk models• Drafted report of examination comments for capital adequacy, earnings, and liquidity components

• Canvassed blocks for post-enumeration survey• Interviewed homeowners and building managers for housing unit details• Updated addresses and structure details in LIMA database

• Qualified customers for proper vehicle selection meeting customer needs• Presented vehicles for value-driven, consultative selling and conducted test drives• Negotiated sale price, payments, accessories and explained warranty and registration information• Conducted field marketing across Latino businesses to drive Spanish customer traffic

Finance, 4.0 Gpa

Activities and Societies: Beta Gamma Sigma, IGNITE Professional Development Financial Management Association TVA Investment Challenge.

Mechanical Engineering

Activities and Societies: Honors College Space Hardware Club