Wealth Management Client Associate
Jul 2024 - Nov 2024
AeroLeads people directory · profile
Sergio Hernandez Email & Phone Number
Cal State University, Fullerton | Finance
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✓ Verified May 2026
3 data sources
Profile completeness 71%
Role
Cal State University, Fullerton | Finance
Location
Chandler, Arizona, United States
Who is Sergio Hernandez? Overview
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Quick answer
Sergio Hernandez is listed as Cal State University, Fullerton | Finance based in Chandler, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Sergio Hernandez.
Sergio Hernandez previously worked as Wealth Management Client Associate at Morgan Stanley and Summer Analyst at Morgan Stanley. Sergio Hernandez holds Bachelor Of Arts - Ba, Finance from California State University, Fullerton.
Profile bio
About Sergio Hernandez
Received my undergrad from California State University, Fullerton, with a B.A in Finance. I share a passion for personal finance and investments with plans to pursue a career in Wealth Management.
4 roles
Sergio Hernandez work experience
A career timeline built from the work history available for this profile.
Summer Analyst
* Led a team in integrating two of the fastest growing departments for assets under management in a recommended 7-week training
Jun 2023 - Jul 2024
Finance Intern
* Maintained financial accuracy and compliance through meticulous account reconciliations and variance research* Optimized liquidity through weekly cash reports, assisted with accounts payable, and accurately processed company credit card charges.
Sep 2023 - Dec 2023
Management
Canela Construction
* Generated invoices for finalized tasks and promptly distributed them to clients. * Thoroughly assessed potential projects by conducting cost analyses, identifying risks, and projecting revenue streams* Crafted budgets by examining historical financial data while implementing strategic approaches such as negotiating for enhanced supplier terms.
Jun 2018 - May 2023
2 education records
Sergio Hernandez education
Bachelor Of Arts - Ba, Finance
Associate Of Science - As, Business Administration And Management, General, Sophomore
FAQ
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What is Sergio Hernandez's role at their current company?
Sergio Hernandez is listed as Cal State University, Fullerton | Finance.
Where is Sergio Hernandez based?
Sergio Hernandez is based in Chandler, Arizona, United States.
What companies has Sergio Hernandez worked for?
Sergio Hernandez has worked for Morgan Stanley, Cadence Aerospace, and Canela Construction.
How can I contact Sergio Hernandez?
You can use AeroLeads to view verified contact signals for Sergio Hernandez, including work email, phone, and LinkedIn data when available.
What schools did Sergio Hernandez attend?
Sergio Hernandez holds Bachelor Of Arts - Ba, Finance from California State University, Fullerton.
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