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Carlos Eduardo Bermúdez

About

Detail

Administrative Director
Florida, United States
Contact Carlos regarding: 
work
Full-time jobs
Starting at USD4k/month
Flexible work
Starting at USD25/hour

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Fidelity Investments
    High Net Worth Representative
    Fidelity Investments
    Oct 2021 - Current (5 years)
    Responsible for giving support to premium clients over the phone about their investments accounts. Provide guidance, execute transactions, inform about their investments and many other tasks. Went through a really demanding training to improve customer service and finance education skills. Series 7, Series 63 and SIE licenses approved during this training.
  • A
    Administrative & Finance Director
    Jan 2020
    Responsible for all the administrative and financial decisions of the company. Approve budgets, create and analyze quarterly forecasts. Represent, negotiate and close sales with new customers, follow up with existing customers, and maintain relations and alliances with key partners in Venezuela and the US.
  • C
    Marketing Intern
    Chris Farmand & Company
    Aug 2015
    De velop editorial schedule. Edit content. Maintain customers lists in CMS. Hold
    USA writers accountable to editorial schedule. Maintain and update project management
    system. Pitch marketing plan for 2016.
Education verified_user 0% verified
  • University of North Florida
    Bachelor of Business Administration International Business
    University of North Florida
    2013 - 2016 (3 years 1 month)
  • F
    Associates
    Florida State College at Jacksonvil le Jack sonville
    2011 - 2012 (1 year 1 month)