Andres Calzavara Adam
Client Services Associate at Boreal Capital Management- Claim this Profile
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Bio
Credentials
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Uniform Securities Agent State Law Examination (S63)
FINRAJan, 2022- Nov, 2024 -
General Securities Representative Examination (S7TO)
FINRADec, 2021- Nov, 2024 -
Securities Industry Essentials (SIE)
FINRANov, 2021- Nov, 2024 -
Bloomberg Certification
Bloomberg LPFeb, 2021- Nov, 2024 -
CFA Investments Foundations Certificate
CFA InstituteFeb, 2021- Nov, 2024
Experience
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Boreal Capital Management
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Switzerland
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Financial Services
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1 - 100 Employee
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Client Services Associate
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Sep 2023 - Present
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Client Development Professional
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Jul 2022 - Sep 2023
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Robinhood
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United States
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Financial Services
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700 & Above Employee
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Customer Experience Licensed Representative
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Jul 2021 - Apr 2022
Securities licensed representative in charge of overseeing and assisting customers’ brokerage account operations; educating customers on financial products, services, markets, rules and restrictions; staying up to date and understanding new account processes and systems; observing and reporting outages and malfunctions within the systems to other departments; provide radical customer support to users. Securities licensed representative in charge of overseeing and assisting customers’ brokerage account operations; educating customers on financial products, services, markets, rules and restrictions; staying up to date and understanding new account processes and systems; observing and reporting outages and malfunctions within the systems to other departments; provide radical customer support to users.
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University of Tampa
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United States
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Higher Education
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700 & Above Employee
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Research Assistant
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Jun 2019 - Jan 2020
Lead research assistant for history professor in charge of: - excel spreadsheets, charts & table elaboration; - data analysis, classification, cleanse & transcription.
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Research Assistant
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Jun 2019 - Jan 2020
Lead research assistant for history professor in charge of: - excel spreadsheets, charts & table elaboration; - data analysis, classification, cleanse & transcription.
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AEP Peer Tutor
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Aug 2019 - Dec 2019
Worked as an Italian tutor for students enrolled in Italian classes at the language department.
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Consultures Contnar
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Federal District, Venezuela
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Accountant Assistant & Receptionist
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Sep 2016 - Jan 2017
Intern for accounting firm where some of my duties were to assist the administrative accountant by organizing and classifying documents in the archives, as well as keeping track of accounting registries, and bank conciliations while working as a receptionist. Intern for accounting firm where some of my duties were to assist the administrative accountant by organizing and classifying documents in the archives, as well as keeping track of accounting registries, and bank conciliations while working as a receptionist.
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Education
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University of Tampa
International Business Management, Finance -
Madison Learning Center
High School Diploma (GED)