Joseph A.
Business Analytics / Finance / Spanish undergraduate {Transaction Processor Intern @ Fidelity Investments}
- Role
- Transaction Processor at Fidelity Investments
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Joseph A.
Hello!My name is Joseph Arenas Mestanza, and I am currently pursuing a Bachelor\'s Degree major in Business Analytics, while pursuing a minor in Finance and Spanish. I have also completed an Associate\'s Degree in Business Management Technology. My strong and growing interest in expanding my skills in management, finance, analytics, customer service, and Microsoft software drives me to promote a healthy work environment while implementing meaningful changes. Contact me at:j•••••••@gmail.com
Experience
Transaction Processor
Jun 2025 — Present
Verifying and reconciling client financial account activity, aiming to identify and resolve discrepancies to maintain data integrity and reduce processing errors• Utilizing Microsoft Excel to analyze transaction data, spot trends in inequalities, and improve the reporting and verification procedures• Executing and monitoring high-volume financial transactions with precision, ensuring compliance with Fidelity policies, brokerage regulations, and internal risk controls• Maintaining up to 99.9% in high productivity, speed, and accuracy with financial accounts
Education
St. Xavier High School
High School Diploma, High School/Secondary Diplomas and Certificates
University of Cincinnati
Associate's degree, Business, Management, Marketing, and Related Support Services
University of Cincinnati Carl H. Lindner College of Business
Bachelor's degree, Business, Analytics, Marketing, Finance, Management, Spanish, and Related Support Services
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