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Cristobal Servera-Vaquer | Elance
 
176985602337900
Last Sign-in: Sep 5, 2014

Cristobal Servera-Vaquer

   United States
  |   New York City, NY

Overview

Professional finance specialist with excellent education and hands-on banking experience for positions managing client portfolios, researching investments and forecasting changes. Proficient in analyzing data, investigating fraud, managing databases, assessing risk and writing reports. Skilled at office management, filing, organization, documentation, billing and correspondence. Effective multilingual communicator with strong relationship building ability.

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Skills (5)

Tested
Banking
Microsoft Office
Business
Accounting
Finance

Employment

ARQUIA - CAJA DE ARQUITECTOS
Personal Banker
2010 - 2013
Managed client portfolios Analyzing personal finance and investments for maximum profits. Generated new portfolio leads. Planned asset and investment proposals. Drafted analytic reports for...
Grupo Konecta
Tax Advisor
2010 - 2010
Provided expertise over the phone on Spanish income tax, answering queries accurately and efficiently. Collected data on frequency and nature of questions asked.
CAM - Caja de Ahorros del Mediterráneo
Bank Teller
2007 - 2010
Analyzed risk assessment documents, credit card requests and loan requests. Forecasted and ordered all inventory and cash for both office and attached ATM. Managed investment portfolios....

Education

EAE Business School
Master's Degree
-
Universitat de les Illes Balears
Bachelor's Degree
-
Overview  |  Job History  |  Resume/C.V.

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  • 12 months
  • Lifetime
Jobs
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0
0
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Clients
Total
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Identity
Username
serveracris
Type
Individual
Member Since
September 2014
Elance URL
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0
Cristobal Servera-Vaquer | Elance

Cristobal Servera-Vaquer