Inigo Borromeo
Financial Representative @Primerica
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WORK HISTORY
Financial Representative @Primerica
San Diego, CA, US
Provide tailored financial education and long‑term planning strategies to clients, resulting in improved asset growth and security.• Conduct needs analysis and risk assessments, recommending appropriate insurance and investment solutions to enhance clients’ understanding of risk management.• Assist in creating operating budgets and long‑term financial plans using Excel models to illustrate savings and investment scenarios.• Prepare and present financial reports summarizing client portfolios, ensuring information is accessible and actionable for diverse client bases.• Collaborate with senior advisors on special projects, including market research and product development; developed a workflow that improved report turnaround time by 20%.
EDUCATION
Southwestern College
Bachelor of Business Administration, Finance, General
Fowler College of Business at San Diego State University
Bachelor of Science, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES
Università Cattolica del Sacro Cuore
Strategic Management
ABOUT INIGO BORROMEO
Currently pursuing a Bachelor of Science in Business at San Diego State University, with…
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