I didn’t start out being interested in finance, but that changed in my sophomore year when I took my first finance class. That’s when I realized how much I enjoyed diving into financial data and seeing how it directly impacts business operations. Understanding how numbers can influence a company’s success sparked my interest, and since then, I’ve been keen on using financial insights to drive better business outcomes.My journey into the finance world began during my studies at California State University, San Marcos, where I earned a Bachelor of Science in Business Administration with an emphasis in Finance. Through my coursework in corporate finance, business analytics, and securities analysis, I developed a deep fascination with financial structures and decision-making processes. My role as Treasurer for the CSUSM Finance Society further solidified this, allowing me to apply financial analysis techniques in real-world scenarios and lead initiatives that increased student engagement by 70%.As a Marketing Consultant at Designer Window Supply, I worked closely with clients to develop strategic marketing plans, built three detailed buyer personas, and created compelling pitch decks to support business growth. This role allowed me to bridge the gap between finance and marketing, leveraging data to refine our targeting strategies and drive successful client engagements. Before that, at Tommy Hilfiger, I managed $20,000 in daily revenue, maintained financial accuracy, and provided top-notch service to over 300 clients each day—all while helping the store achieve consistent sales growth.I’m aiming to transition into roles focused on financial or investment analysis. I’m drawn to positions where I can leverage my analytical abilities to assess investment opportunities, forecast financial trends, and provide data-driven recommendations. I’m excited to work with a team that values strategic insights, and I’m passionate about turning numbers into actionable insights that support business and investment growth. If you’re looking for someone passionate about making sound financial decisions, let’s connect!
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Sales AssociateTommy Hilfiger Nov 2018 - Apr 2023Carlsbad, California, United States
William Velasquez Education Details
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Fourth Year -
Finance, General
Frequently Asked Questions about William Velasquez
What is William Velasquez's role at the current company?
William Velasquez's current role is Aspiring Financial Analyst | Recent Financial Graduate.
What schools did William Velasquez attend?
William Velasquez attended Csusm College Of Business, California State University San Marcos.
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William Velasquez
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William Velasquez
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