Javier Matheu
Summary
Dynamic Retirement Plan Educator at BPAS with a proven track record in effective communication and relationship building. Expert in tax-efficient strategies and compliance, leveraging strong organizational skills to enhance client education. Committed to fostering a collaborative environment while addressing complex financial concepts with clarity, ensuring clients navigate their retirement journey confidently.
Overview
15
15
years of professional experience
Work History
Retirement Plan Educator
BPAS
08.2023 - Current
- Led educational seminars for clients, effectively communicating the benefits of various retirement plans.
- Supported clients during annual enrollment periods by promptly addressing questions and concerns about their retirement options.
- Provided ongoing support to clients throughout their retirement journey, addressing any concerns or questions that arose regarding market fluctuations or changing life circumstances.
- Educated clients on tax-efficient strategies for saving and withdrawing from their retirement accounts to maximize their nest egg during retirement years.
- Collaborated with team members to create comprehensive educational materials for various stages of the retirement planning process.
- Utilized effective communication skills to explain complex financial concepts in a clear, concise manner that resonated with diverse audiences.
- Educated clients on financial topics and best practices.
Compliance Analist
TuCoop
02.2021 - 05.2023
- Monitored adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
- Collaborated with cross-functional teams for the successful implementation of new compliance initiatives.
- Served as a subject matter expert on compliance matters, providing guidance and support to colleagues across various departments.
- Prepared documentation and records for upcoming audits and inspections.
- Assisted in the preparation of reports for senior management, outlining findings from investigations into suspected non-compliant activities.
- Stayed current with latest changes to applicable regulatory standards and company procedures.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Participated in due diligence efforts related to mergers, acquisitions, or other strategic initiatives from a compliance perspective.
Bartender
Ajies Bar & Restaurtant
05.2018 - 08.2018
- Supported bartenders with essential tasks, resulting in more efficient bar operations.
- Utilized strong multitasking skills to efficiently manage multiple priorities during peak hours without sacrificing quality or service standards.
- Handled cash transactions accurately, maintaining proper accounting of sales figures.
Student Volunteer
Center American Games
06.2010 - 08.2010
- Worked in team environment to maintain high levels of productivity.
- Contributed to a positive work environment by maintaining a professional attitude and demonstrating respect for all individuals involved in the project.
Education
Bachelor of Science - Business
Interamerican University of Puerto Rico
San Juan06-2020
High School Diploma -
Colegio San Jose
San German, Puerto Rico05-2014
Skills
- Effective Communication Skills (Fluent in English and Spanish)
- Team collaboration
- Time management
- Problem-solving
- Organizational skills
- Multitasking Abilities
- Technology integration
- Computer Skills (Microsoft Office)
- Knowledge Retention
- Willingness to Learn
- Cultural awareness
- Relationship building
Affiliations
- Member of Phi Eta Mu Fraternity
Hobbies
Enjoy playing sports, reading and going to the beach.
Timeline
Retirement Plan Educator
BPAS
08.2023 - Current
Compliance Analist
TuCoop
02.2021 - 05.2023
Bartender
Ajies Bar & Restaurtant
05.2018 - 08.2018
Student Volunteer
Center American Games
06.2010 - 08.2010
Bachelor of Science - Business
Interamerican University of Puerto Rico
High School Diploma -
Colegio San Jose
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