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
San Juan, Puerto Rico
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
San Juan, Puerto Rico
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
Mayaguez, Puerto Rico
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
Mayaguez, Puerto Rico
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