Giovanni Valentín

#OpenToWork

Experience

Popular Securities

Client Service & Operations Associate

Popular Securities

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
New Venture

Project Manager

New Venture

• Successfully managed simultaneous projects, ensuring timely goal attainment • Forecasted material needs to prevent over-purchasing and support project timelines

Project ManagementForecastingResource Planning
COMBE

Engineering Student Project

COMBE

• 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

L’SPACE Mission Concept Academy

NASA

• 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
Ana G. Mendez University

Teacher Assistant

Ana G. Mendez University

• 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
Self Employed

Personal & Online Trainer

Self Employed

• 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

Education

Sacred Heart University

Sacred Heart University

Bachelor of Science · Business Administration

Ana G. Mendez University

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)