Experience
Client Service & Operations Associate
Popular Securities
Mar 2024 – Present
• Selected to support one of the firm’s top-producing teams, operating within a regulated financial environment and managing processes tied to high-value client relationships
• Designed and implemented an Excel-based tracking system that improved onboarding visibility and efficiency across two teams
• Built (with Copilot) and helped implement a Power Automate workflow to streamline client birthday communications and reduce manual follow-up
• Handpicked as 1 of only 3 participants in a firm-wide mentorship program, recognized for strong performance and growth potential
ExcelPower Automate
Personal & Online Trainer
Self Employed
Jul 2022 – Aug 2024
• Maintained structured bookkeeping and operational records to monitor income, expenses, and performance trends
• Evaluated and implemented tools and communication processes to improve client experience and operational consistency
BookkeepingOperational ToolsClient Communication
Teacher Assistant
Ana G. Mendez University
Oct 2021 – Feb 2022
• Supported the initial data collection process for a financial fraud investigation in Puerto Rico
• Assisted in coordinating an internship program for accounting students, collaborating with academic and industry stakeholders
Data CollectionInternship CoordinationAccounting
L’SPACE Mission Concept Academy
NASA
Jan 2021 – May 2021
• Contributed to engineering and administration workstreams in a large-scale, ambiguous project environment
• Supported governance considerations for a $250M mission concept by aligning technical proposals with financial and operational constraints
EngineeringProject ManagementFinancial Analysis
Engineering Student Project
COMBE
Sep 2020 – Dec 2020
• Collaborated with the production manager to identify operational challenges and improvement opportunities
• Collected changeover-time data and performed time-study analysis to evaluate process efficiency
• Developed and economically justified a proposed improvement based on findings
Data AnalysisProcess ImprovementEngineering
Project Manager
New Venture
Nov 2018 – Aug 2020
• Successfully managed simultaneous projects, ensuring timely goal attainment
• Forecasted material needs to prevent over-purchasing and support project timelines
Project ManagementForecastingResource Planning
Education
Sacred Heart University
Bachelor of Science · Business Administration
Ana G. Mendez University
Master of Science in Accounting · Accounting
Certifications
Lean Six Sigma Yellow Belt Certification
IISE Association
2020 – No expiry
Basic Data Descriptors, Statistical Distributions & Applications to Business Decisions
Rice University – Coursera
2020 – No expiry
AI for Everyone
DeepLearning.AI
2026
Google Generative AI Leader
Google
Skills
Microsoft OfficeLean Six SigmaAI for EveryoneGoogle Generative AIMicrosoft CopilotPower Automate
Languages
English (Native or bilingual proficiency)Spanish (Native or bilingual proficiency)