Isaac L. Ser

About Isaac L. Ser

As far as I could remember, I’ve always had an interest in mathematics which is what led me to pursue my studies of economics in college and an MBA with a focus in finance. The beginning of my financial services and wealth management career has given me the opportunity to be in front of the customer giving me the client-facing experience and understanding of creative investments, portfolio management, and analysis. When not meeting with clients directly, I have served as a team analyst conducting research, technical analysis, options trading, and management of investment portfolios tailored to meet each client’s unique financial goals. This experience has helped me identify the areas of interest and my expertise in investment analysis and research. These capabilities of looking at the overall picture along with my deep understanding of multi-asset allocation and due diligence have led to my pursuit of opportunities as a Jr. Analyst, Portfolio Analyst, or Economic Trends Forecaster. I am a meticulous presenter with enthusiasm for details and accuracy. I enjoy working as part of a team and comfortable working independently with the ability to thrive in high-pressure environments and easily interact with colleagues and clients. Some of my core competencies include:Financial Analytics & ResearchData Analysis & VisualizationReporting & ModelingFinancial AdvisingMarket AnalysisInvestment StrategyStrategic PlanningProject ManagementPortfolio ManagementAnalytical Problem-SolvingCustomer ServiceBloomberg TerminalIf you need a motivated and driven Investment Analyst, connect with me here or contact me directly at: 30••••••11 s••••••••@gmail.com

Experience

1. Ultra High Net Worth Client Consultant

   Vanguard

   May 2023 — Present · Charlotte, NC, US

Education

• Barry University

  Master of Business Administration (M.B.A.), Finance, General

  2015 — 2017

• Syracuse University

  Bachelor of Arts (B.A.), Economics

  2011 — 2015