Experience

Wasmer, Schroeder & Company

• United States
• Investment Banking

• Associate Credit Analyst

  • Aug 2017 - Present

  Naples, FL Wasmer, Schroeder & Company (WSC) is an independent and employee-owned investment advisor, specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $7.73 billion in total assets under management as of 6/30/2017. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs… Show more Wasmer, Schroeder & Company (WSC) is an independent and employee-owned investment advisor, specializing in fixed income separate account portfolio management for high net worth individuals, wealth management groups and institutions, including foundations, banks, endowments and retirement plans. WSC has $7.73 billion in total assets under management as of 6/30/2017. The Firm works with advisors and clients to provide taxable and tax exempt fixed income portfolio solutions to meet their needs. The Firm’s corporate headquarters is in Naples, Florida, where the Tax Exempt Portfolio Management Team, Research, Client Services, Operations, IT, Accounting, Compliance, Marketing and Administration are located. Our Taxable Portfolio Management Team is located in Cleveland, Ohio. Client Relationship offices are located in Exton (Philadelphia area), Pennsylvania; New York, New York; and Portland, Oregon. Show less



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Finance Intern

  • Jan 2016 - Aug 2017

  Fort Myers, Florida • Assist financial advisor in portfolio management and evaluation. • Prepare risk assessment report on clients’ current investments. • Conduct growth analysis reports on clients’ portfolio investments. • Conduct research on municipal bonds, stocks, and funds based on clients’ goals and risk tolerance. • Operate Wells Fargo software (SmartStation) to perform full analysis of clients’ asset allocation. • Conduct local and international wire of funds.



Embassy of Peru in the United States

• United States
• Government Relations Services
• 1 - 100 Employee

• Economics Intern

  • May 2014 - Aug 2014

  Washington D.C. • Assisted in organizing gender and development programs in Peru led by the World Bank. • Prepared reports on updates on trade agreements of Peru and the United States, after assisting meetings with Economic counselor. • Prepared reports for the Ambassador and the Peruvian Chancery on documents published by NGOs, think tank, economic authorities and government officials. • Assisted in partnering small women owned businesses with U.S. gender programs. • Attended embassy meetings with… Show more • Assisted in organizing gender and development programs in Peru led by the World Bank. • Prepared reports on updates on trade agreements of Peru and the United States, after assisting meetings with Economic counselor. • Prepared reports for the Ambassador and the Peruvian Chancery on documents published by NGOs, think tank, economic authorities and government officials. • Assisted in partnering small women owned businesses with U.S. gender programs. • Attended embassy meetings with the Chilean President and our fomer U.S. President • Assisted and maintained daily contact with all the staff from the Embassy. Show less



CENTURY 21®

• United States
• Real Estate
• 700 & Above Employee

• Listing and Sales Coordinator

  • Feb 2012 - Apr 2014

  Cape Coral, Florida • Assisted in negotiating Short Sales. • Prepared Comparable Market Analysis for every listed and sold property. • Represented the real estate agent to clients on her behalf when she was out of the office. • Prepared reports and analysis of market growth every three months. • Prepared and processed Listing and Sales documents. • Coordinated Realtor’s listing appointments. • Trained new employees.