Rogelio Gomez
Investment Banking Analyst at CIBC Cleary Gull- Claim this Profile
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Experience
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CIBC Cleary Gull
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Analyst
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Jul 2022 - Present
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Security Benefit
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United States
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Financial Services
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400 - 500 Employee
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Investment Intern
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Jan 2021 - Jul 2021
• Daily review and understanding of valuation models for pricing and validation of all investment assets • Maintain through Bloomberg a growing list of 100+ SPACs and communicate with custodians on the entire detachment process, leader of project in order to automate this process internally cutting down total time taken by 50% • Complete settlement of trades worth millions with four custodians and various brokers for fixed income, equity, and private placement securities • Daily review and understanding of valuation models for pricing and validation of all investment assets • Maintain through Bloomberg a growing list of 100+ SPACs and communicate with custodians on the entire detachment process, leader of project in order to automate this process internally cutting down total time taken by 50% • Complete settlement of trades worth millions with four custodians and various brokers for fixed income, equity, and private placement securities
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Foot Locker
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United States
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Retail
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700 & Above Employee
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Assistant Manager
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Nov 2019 - Jan 2021
• Coaching, motivating, and leading the team to drive sales that deliver exceptional customer service • Communication with the team in order to create a weekly schedule for the upcoming work week Use programs such as Power BI in order to track and analyze the stores performance • Store achieved target sales goal every month during tenure • Coaching, motivating, and leading the team to drive sales that deliver exceptional customer service • Communication with the team in order to create a weekly schedule for the upcoming work week Use programs such as Power BI in order to track and analyze the stores performance • Store achieved target sales goal every month during tenure
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Champs Sports
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Retail
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Commission Sales Associate
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May 2019 - Oct 2019
• Ensure high levels of customer satisfaction by being knowledgeable on offered products and trends • Deliver sales, outstanding customer experience, and operational expectations • Ensure high levels of customer satisfaction by being knowledgeable on offered products and trends • Deliver sales, outstanding customer experience, and operational expectations
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Valley State Bank
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Banking
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1 - 100 Employee
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Student Teller Intern
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Jun 2016 - May 2018
• Handled cash and balanced a drawer daily • Trained new interns by demonstrating the behavior and duties asked of them • Created and presented topics regarding financial literacy, like credit and debit cards, budgeting, and student loan management, to classrooms of 20+ students • Handled cash and balanced a drawer daily • Trained new interns by demonstrating the behavior and duties asked of them • Created and presented topics regarding financial literacy, like credit and debit cards, budgeting, and student loan management, to classrooms of 20+ students
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Education
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Kansas State University
Bachelor of Science in Business Administration, Finance, Financial Analyst Specialization -
Campus High School
High School Diploma, Business