Gabriel Salinas
Credit Analyst at Jefferson Bank of Missouri | MBA Graduate | Data Analytics Certified
- Role
- Financial Advisor Assistant at The Life Group Financial Services
- Location
- Jefferson City, MO, US
- LinkedIn followers
- 500 followers
About Gabriel Salinas
I’m an MBA graduate with a certification in data analytics, currently looking for…
Experience
Financial Advisor Assistant
The Life Group Financial Services
Dec 2018 — Present · Dubuque, IA, US
In my role, I assist with retirement planning by collecting customer information on assets, liabilities, income, and investment risk, and generating reports to project retirement needs using tools like MoneyGuidePro, Excel, and other software. I also provide custodial services support by helping clients complete applications, update their information, and process transfer orders through TradePMR. Additionally, I conduct stock research, focusing on analyzing Exchange-Traded Products (ETPs) to evaluate performance, cost, and returns, providing valuable insights for informed investment decisions.
Education
Emmaus University
Bachelor of Business Administration, Business Administration
2015 — 2019
Simplilearn Alumni
Master's Program, Data Scientist Certification
University of Missouri-Columbia
Certification, Agricultural Lenders School
Lincoln University of Missouri
Master of Business Administration - MBA, Management Information Systems, General
Tecnológico de Monterrey
Studies in Mechatronics Engineering
2013 — 2015
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