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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

職場能力評價

專業背景

  • 目前狀態
    待業中
  • 專業
    財務顧問
    分析師
    商務銷售
  • 產業
    財務
    風險投資與私募股權
    教育
  • 工作年資
    2 到 4 年 (1 到 2 年相關工作經驗)
  • 管理經歷
    我有管理 15 人以上的經驗
  • 技能
    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
  • 語言能力
    Spanish
    母語或雙語
    English
    母語或雙語
    Chinese
    初階
  • 最高學歷
    碩士

求職偏好

  • 預期工作模式
    全職
    對遠端工作有興趣
  • 希望獲得的職位
    Business Development / Product Manager / Product Marketing/ Strategy Manager
  • 期望的工作地點
    Taipei, 台灣
    New Taipei City, 台灣
  • 接案服務
    不提供接案服務

工作經驗

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Bachelor's Spanish Teacher Assistant

2021年8月 - 2021年12月
5 個月
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
實習生
2021年7月 - 2021年12月
6 個月
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

2020年9月 - 2021年12月
1 年 4 個月
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

2021年2月 - 2021年5月
4 個月
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

2020年2月 - 2021年5月
1 年 4 個月
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

2018年2月 - 2018年12月
11 個月
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

2014年1月 - 2015年7月
1 年 7 個月
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.

學歷

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Master of Business Administration (MBA)
International MBA
2019 - 2021
4/4.3 GPA
社團活動
- VP of Event Organization at Student Council - Dragon Boat Team Captain
簡介
- 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
社團活動
- Phi Sigma Kappa Fraternity - PTY at FSU Student Organization
簡介
- 2 years in Panama City, Panama campus. - 2.5 years in Tallahassee, FL, USA campus.