Rogelio Gomez

Investment Banking Analyst at CIBC Cleary Gull
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Location
Milwaukee, Wisconsin, United States, US

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Experience

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • Jul 2022 - Present
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Investment Intern
      • 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

    • United States
    • Retail
    • 700 & Above Employee
    • Assistant Manager
      • 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

    • Commission Sales Associate
      • 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

    • Banking
    • 1 - 100 Employee
    • Student Teller Intern
      • 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

Education

  • Kansas State University
    Bachelor of Science in Business Administration, Finance, Financial Analyst Specialization
    2018 - 2022
  • Campus High School
    High School Diploma, Business
    2014 - 2018

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