Innovative, driven, and open-minded individual. I have been exposed to various cultures, backgrounds, beliefs, and ideas from a very young age. Able to communicate in: English, Portuguese, and French.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Morgan Stanley
01.2025 - Current
Assisting clients with money transfers, securities trades, opening/closing retirement accounts
Assisting FAs with onboarding new clients; opening new accounts, collecting and tracking client information, providing/collecting documents for new and existing clients
Sending clients research reports on currently held stock positions
Processing clients' incoming and outgoing paperwork
Wealth Management Summer Analyst
Morgan Stanley
06.2023 - 08.2023
Opened new accounts for domestic and international clients
Conducted stock investment portfolios
Conducted stock market analysis
Took notes at branch-wide meetings
Legal Intern
Kramer Levin Naftalis & Frankel
02.2023 - 05.2023
Conducted research for partners & paralegals
Attended forums and conferences with partners
Assisted paralegals with audit letters
Organized legal files & documents
Inspected properties and sites for Land Use/Zoning projects
Business Travel Sales
The Knickerbocker Hotel
06.2022 - 08.2022
Ran weekly revenue & pace reports
Provided corporate clients with negotiated rates & check-in dates
Created marketing/promotion decks for the hotel
Attended daily team meetings
Marketing Representative
Advantage One Group
08.2021 - 05.2022
Created marketing decks for each of our professional athletes
Reached out to new brands/companies on a weekly basis
Got on calls with marketing managers of various brands/companies for potential sponsorship deals for our professional athletes
Secured a sponsorship deal for Melvin Gordon with Hugo Boss (January "BOSS" Brand Relaunch)
Introduced Advantage One Group to brands such as: Forever 21, Beats by Dre, French Connection, H.Mosier & Cie. Watches, Traeger Grills, GUESS, Ethika, and IWC Schaffhausen → For potential activations/collaborations in the future