Julian Hernandez
United States
Summary
Finance student with practical experience in financial report preparation and client management. Proven ability to collaborate effectively while ensuring accurate record-keeping and compliance within team settings.
Overview
1
1
year of professional experience
Work History
Wealth Management Intern
Milestone wealth management
Vorhees
05.2024 - Current
- Prepared financial reports for client meetings and reviews.
- Supported compliance efforts by maintaining accurate records of client interactions.
- Participated in training sessions to enhance knowledge of financial products and services.
- Organized, updated, and maintained client files and documents in accordance with company standards.
- Assisted senior financial advisor with client inquiries and requests.
Education
Bachelor of Science - Finance
University of Tampa
Tampa Florida05-2027
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Client relationship management
- Report preparation
- Team collaboration
- Ethical standards
- Wealth preservation
- Conflict resolution
- Stock market
Founding fundraising chair of a Fraternity
- Supported the re-establishment of Sigma Phi Epsilon at the University of Tampa, transitioning the organization from an off-campus group to a fully recognized on-campus fraternity chapter.
- Developed and executed a fundraising strategy that successfully met a $10,000 goal.
- Recruited and onboarded over 75 active members within the two years, contributing to rapid chapter growth and strong community presence.
- Drove the fraternity’s founding values, governance structure, and long-term vision in alignment with national SigEp standards.
Interest
- Hiking
- Traveling
- Sports
- Fitness
Timeline
Wealth Management Intern
Milestone wealth management
05.2024 - Current
Bachelor of Science - Finance
University of Tampa