Heriel Rivera Molina
Rio Grande
Summary
As a dedicated and ambitious Finance student, I am seeking an opportunity to apply my academic knowledge in financial analysis, accounting, and investment strategies. Eager to expand my expertise, I aim to contribute to a dynamic financial environment while continuing to learn and grow professionally.
Overview
3
3
years of professional experience
Work History
Trainee
PHP Agency Inc.
06.2022 - Current
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families establishing with clients long-term relationships.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Maintained a high level of industry knowledge through continuous professional development and attendance at conferences.
- Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
- Generated new business leads by utilizing networking events, referrals, and targeted marketing campaigns.
Cashier
Home Depot
11.2023 - 03.2025
- Implemented loss prevention strategies, reducing instances of theft at checkout.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Operated cash register to record transactions accurately and efficiently.
- Learned duties for various positions and provided backup at key times.
- Worked with different departments and managers to meet wide range of customer needs.
- Responded promptly to requests for assistance and customer inquiries.
- Demonstrated product features, answered questions and redirected objections to highlight positive aspects.
Education
BBA - Finance, Minor in Investment
University of Puerto Rico- Carolina Campus
Carolina06-2026
Skills
- Financial analysis
- Proficient Microsoft Excel (Vlookup & Pivot Tables)
- Office 365
- Statistical modeling
- Time management
- Attention to detail
- Quick learner
- Excellent communication
- Organization and categorization
- Teamwork and collaboration
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Cashier
Home Depot
11.2023 - 03.2025
Trainee
PHP Agency Inc.
06.2022 - Current
BBA - Finance, Minor in Investment
University of Puerto Rico- Carolina Campus
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