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Francisco Lopez
Investment Associate | +4 Years of People Experience | Seeking Opportunities in Sales & Marketing Operations
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Francisco Lopez

Investment Associate | +4 Years of People Experience | Seeking Opportunities in Sales & Marketing Operations
Cross-cultural leader with a strong passion for emerging technologies and business trends in wide array of industries. Professional experience in business development of financial advisory practice. Empathetically aiding families in Miami, FL plan for their retirement and protecting them from adverse financial events. Extremely enthusiastic class & teacher assistant at National Chengchi University with extensive transferable skills in relationship building, communication, and project management.
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國立政治大學(National Chengchi University)
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National Chengchi University
Taipei, 台灣

Professional Background

  • Current status
    Unemployed
  • Profession
    Financial Advisor
    Analyst
    Sales
  • Fields
    Finance
    Venture Capital & Private Equity
    Education
  • Work experience
    2-4 years (1-2 years relevant)
  • Management
    I've had experience in managing 15+ people
  • Skills
    Hard Work
    Motivation
    Organized
    Learning
    Investment Products
    Honesty
    Leadership + Management
    Networking
    PowerPoint
    Excel
    Confidence
    Word
    Business Development
    Strategy
    Positive Attitude
    Data Analysis
    Communication
    Market Analysis
  • Languages
    Spanish
    Native or Bilingual
    English
    Native or Bilingual
    Chinese
    Beginner
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Business Development / Product Manager / Product Marketing/ Strategy Manager
  • Desired work locations
    Taipei City, Taiwan
    New Taipei City, Taiwan
  • Freelance
    Non-freelancer

Work Experience

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Bachelor's Spanish Teacher Assistant

Aug 2021 - Dec 2021
5 mos
Taipei City, Taiwan
- Prepared and led 1-hr weekly lectures with 17 students. - Motivated and inspired the interest in Hispanic culture through dynamic and discussion-style lectures. - Increased voluntary class participation by 50%
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Investment Associate

Taiwan Mobile
Internship
Jul 2021 - Dec 2021
6 mos
Taipei City, Taiwan
- Led a team of 3 fellow interns to deliver the final presentation report at DIGI+ & TCA Annual Event. - Chosen to present my final research project into Blockchain technology, NFTs, Cryptocurrencies, and the Metaverse. - Delivered research reports that lead to tentative investment deals in the second-hand car market, last-mile delivery, logistics, gaming, e-commerce, decentralized finance, food delivery services, and Web 3.0. - Attended +3 deal-sourcing events at accelerators like SparkLabs Taipei Accelerator and MEET Taipei Startup Expo.
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Managerial Economics Graduate Teacher Assistant

Sep 2020 - Dec 2021
1 yr 4 mos
Taipei City, Taiwan
- Effectively worked to revise and grade group projects, homework, and administer exams. - Conducted in-depth weekly 1-hour tutoring sessions driving average grades up 10% from previous year. - Provided 3 different resources that fit different learning methods to all students. - Assisted the graduate managerial economics professor in 3-hour weekly lectures. - Managed +10 international students' online learning experience.
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Graduate Venture Capital Teacher Assistant

Feb 2021 - May 2021
4 mos
Taipei City, Taiwan
- Worked independently to update course work material with relevant market information. - Managed in-class activities, updated deadlines, and handled student project submissions. - Prepared reports about successful companies. - Managed the learning experience of 22 graduate students.
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Accreditation Reports Writer

Feb 2020 - May 2021
1 yr 4 mos
Taipei City, Taiwan
- Formulated +3 final reports presented to EQUIS and AACSB accreditation authorities for their 5-year period review. - EQUIS Accreditation renewed for period 2021-2026, AACSB pending review in Fall 2021.
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Financial Professional Associate

Feb 2018 - Dec 2018
11 mos
Miami, FL, USA
- Completed the Career Development Program. - Acquired my Series 6 License and 2-15: Life and Health Insurance License. - Identified and exploited new business growth opportunities attending networking events, cold-calling, and policy reviews. - Coordinated financial literacy workshops within the Miami area. Achievements - Brought in $30,000 monthly assets under management from mutual fund sales. - Signed +30 new universal life insurance policies with average death benefit size of $1M within 6 months. - Boosted premiums receivable by 30% through policy restructuring.
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Biology Undergraduate Lab Assistant

Jan 2014 - Jul 2015
1 yr 7 mos
Panama City, Panama
- Assisted up to 16 students while carrying out lab activities. - Created and organized new lab activities to be implemented in upcoming semesters. - Developed interpersonal relationships with students to help ease them into their new environment comfortably.

Education

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Master of Business Administration (MBA)
International MBA
2019 - 2021
4/4.3 GPA
Activities and societies
- VP of Event Organization at Student Council - Dragon Boat Team Captain
Description
- Concentration: Business in Asia - Related Coursework: Marketing Management for International Managers, International Business Management. - Thesis: Online Coffee Auction Marketplace Business Plan
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Bachelor’s Degree
Finance, Economics
2013 - 2017
3.3/4 GPA
Activities and societies
- Phi Sigma Kappa Fraternity - PTY at FSU Student Organization
Description
- 2 years in Panama City, Panama campus. - 2.5 years in Tallahassee, FL, USA campus.