Valeria Hernandez

President at Crummer Finance Organization
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Orlando, Florida, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency
  • French Elementary proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Student Leadership Advisory Board Track
    Rollins College
    Mar, 2023
    - Nov, 2024
  • MBTN Module Badges
    MBTN | Management By The Numbers
    Feb, 2023
    - Nov, 2024
  • Bloomberg Market Concept Certification
    Bloomberg
    Jan, 2023
    - Nov, 2024
  • Mentoring Leadership Track
    Rollins College
    Apr, 2021
    - Nov, 2024
  • Portfolio Analysis Certfication
    FactSet
    Apr, 2021
    - Nov, 2024
  • Excel 2019 Essential Training
    LinkedIn
    Dec, 2020
    - Nov, 2024
  • Excel: Analyzing and Visualizing Cash Flows
    LinkedIn
    Dec, 2020
    - Nov, 2024
  • Finance Foundations
    LinkedIn
    Dec, 2020
    - Nov, 2024
  • Microsoft Excel 2016 Introductory
    Rollins College
    Dec, 2020
    - Nov, 2024
  • Real Estate Broker/Sales Agent
    Florida Department of Business and Professional Regulation
    Jan, 2022
    - Nov, 2024

Experience

  • Crummer Finance Organization
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • President
      • Sep 2023 - Present

      Student led Organization Student led Organization

  • StoneX Group Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Compliance Analyst
      • Aug 2023 - Present

    • Junior Compliance associate
      • May 2023 - Aug 2023

  • La Rosa Realty Orlando
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Agent
      • Jul 2020 - Present

  • Dorman Financial Management, P.A.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Assistant
      • Jun 2021 - Dec 2021

      • Conducted portfolio research through Morningstar and evaluated the performance of mutual funds • Prepared estate planning summary reports and investment advisory agreements • Communicated with clients and ensured all their documentations were up to date • Conducted portfolio research through Morningstar and evaluated the performance of mutual funds • Prepared estate planning summary reports and investment advisory agreements • Communicated with clients and ensured all their documentations were up to date

Education

  • Crummer Graduate School of Business at Rollins College
    Master of Business Administration - MBA, Finance and Financial Management Services
    2022 - 2024
  • Rollins College
    Bachelor of Applied Science - BASc, International Business
    2019 - 2023
  • Bishop Moore Catholic High School
    High School Diploma

Community

You need to have a working account to view this content. Click here to join now