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Sergio Hernandez Email & Phone Number

Cal State University, Fullerton | Finance
Location: Chandler, Arizona, United States 4 work roles 2 schools
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Role
Cal State University, Fullerton | Finance
Location
Chandler, Arizona, United States

Who is Sergio Hernandez? Overview

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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.

Wealth Management Client Associate

Gilbert, Arizona, United States

Jul 2024 - Nov 2024

Summer Analyst

South Jordan, Utah, United States

* 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

Anaheim, California, United States

* 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

Chino, California, United States

* 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

Activities and Societies: Latino Business Student Association - Committee member Finance Association -Director of Outreach

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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?

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What schools did Sergio Hernandez attend?

Sergio Hernandez holds Bachelor Of Arts - Ba, Finance from California State University, Fullerton.

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