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Bio

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Jaclyn-nicole C. Mesa is a seasoned financial professional with expertise in financial analysis, municipal bonds, and real estate. She has extensive experience in debt structuring and analysis, financial reporting, and municipal budgeting. With a strong educational background in finance and biochemistry, she has worked in various roles, including vice president, real estate agent, and administrative assistant.

Credentials

  • Series 52 - Municipal Securities Representative
    U.S. Securities and Exchange Commission
    Nov, 2022
    - Apr, 2026
  • Series 50 - Municipal Advisor Representative
    U.S. Securities and Exchange Commission
    Nov, 2020
    - Apr, 2026
  • Real Estate Broker/Sales Agent
    Florida Department of Business and Professional Regulation
    Apr, 2018
    - Apr, 2026

Experience

  • Estrada Hinojosa & Co, Inc
    • Miami/Fort Lauderdale Area
    • Vice President
      • May 2019 - Present
      • Miami/Fort Lauderdale Area

      Provide comprehensive financial services, ranging from quantitative analysis to senior banking services; including debt structuring and analysis, financial projections development, refunding and restructuring for debt service savings, borrowing capacity determination for issuers, and rating improvement strategies. Work extensively with clients throughout Texas, Colorado, Illinois, and New York as well as other states.• Debt Structuring and analysis• Financial Projections Development• Refunding and Restructuring for Debt Savings• Borrowing Capacity Determination for Issuers• Rating Improvement Strategies• Coordinate financial transactions

  • Floridian First Realty
    • Miami/Fort Lauderdale Area
    • Real Estate Agent
      • Apr 2019 - Oct 2023
      • Miami/Fort Lauderdale Area

      • Act as a midway for negotiations between buyers and sellers• Assist clients in evaluating mortgage options to ensure the best rates and terms• Consult with clients to determine what kinds of properties they are seeking• Endorse sales of properties through advertising, open houses, participation, and networking in multiple listing services• Initiate sales and marketing activities, including phone calls, e-mails, online postings and face-to-face meetings, designed to identify and engage prospective new customers• Assist in open houses• Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases• Prepare listing presentations for clients• Show rental and purchase properties (homes, town homes, and condos) to potential renters and buyers• Update sites such as Zillow and Trulia• Write contracts and review disclosures

    • United Kingdom
    • International Trade and Development
    • 700 & Above Employee
    • Trade Execution and Vessel Operations
      • Jun 2015 - Dec 2017

      Vessel Operations Department• Managed one or more customer accounts, project lifecycles, and extended existing products where feasible• Oversaw safety issues and profit and loss impact • Directed the assessment, development, launch and continuous improvement activities related to specific business or product category, and day-to-day customer interface and operation of on-site manager• Planned and implemented shipping/tracking of goods and coordinated their full order cycle• Responsible for effectively executing all bulk vessel shipments in North, Central and South America • Conducted strategic and financial research• Supervised preparation and review of materials used in the sale, acquisition and/or financing of our clients• Managed stock levels, delivery times and transport costs• Liaised and negotiated operational costs with suppliers and buyers • Analyzed logistical problems and produced new and immediate solutions• Continually tried to improve and develop performance within the limitations set forth by the legislation of various countries, political climate, fuel costs and rising environmental pressures • Motivated other team members• Worked in teams on new projects and supply strategy ideas • Followed market trends and developed effective commercial awareness and numeracy skills

    • Haiti Operations
      • Dec 2013 - Jul 2015

      • Effectively restructured all local logistic operations for our Haiti trade business• Assisted in the hire, supervise, development and management performance for employees and maintained a positive employee relations environment • Worked with the finance team on the inventory management and troubleshooting by managing all aged, damaged and negative inventory issues.• Identified and/or solved operational issues with various clients by implementing continuous improvement and initiatives, to strengthen team unity, goals, productivity and results• Ensured that all distribution operations and systems comply with local health, safety, and environmental/risk management legislation as well as with corporate policy• Conducted in-depth logistical analysis around mode and carrier selection, product placement and sequencing in order to improve service and drive down freight costs• Built and monitored the Haiti logistics budget according to business strategy by working with both our finance team and local service vendors to track monthly expense• Maintained receiving, warehousing and distribution operations by initiating, coordinating and enforcing program operational and personnel policies and procedures

    • Temporary Accountant
      • Sep 2012 - Dec 2013

      Accountemps• Responsible for effectively closing work-in-progress folders• Utilized various databases and accounting programs to analyze and review financial company records• Covered for accounts payable when needed

  • Miami-Dade County Public Schools
    • Miami/Fort Lauderdale Area
    • Activities Coordinator
      • Jul 2010 - Feb 2012
      • Miami/Fort Lauderdale Area

      • Responsible for 25 students • Created lesson plans and schedule for students• Assisted students with homework• Assisted Supervisor with various office duties• Introduced various creative activities for students

  • Law Offices of Edwin B. Zaslow P.L.
    • Miami/Fort Lauderdale Area
    • Administrative Assistant
      • Nov 2008 - Oct 2011
      • Miami/Fort Lauderdale Area

      • Managed office documentation• Prepared and proofread legal documents• Kept an organized work area • Greeted and directed visitors/customers to their destination and provided general information • Answered multi-line telephone, routed calls, and took accurate messages • Performed faxing , photocopying and filing duties • Scheduled meetings and conference calls• Assisted supervisor with special projects • Managed all petty cash and office supply expense accounts• Responsible for billing and statement preparations• Responsible for accounts payable/receivable • Reconciled bank balances; record general ledger entries• Managed office mail

Education

  • 2019 - 2021
    Florida International University
    Bachelor's degree, Finance, General
  • 2008 - 2011
    Miami Dade College
    Associate's degree, Biochemistry and Molecular Biology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Finance and Banking”

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