Julia Moraes
Flexday AI
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WORK HISTORY
@Flexday AI
EDUCATION
California State University-Sacramento
Bachelor's degree, Economics
Augusta University
Bachelor's degree, Mathematics
Nova Southeastern University
Undergraduate , Entrepreneurship/Entrepreneurial Studies
ABOUT JULIA MORAES
I’m a business graduate with a strong foundation in economics, client relationship management, and data-driven decision-making, currently transitioning into wealth management and financial services. Through my experience at Flexday AI and H2O Services, I’ve worked directly with clients, supported strategic decision-making, and analyzed market and customer data to drive results. I’ve developed a strong ability to understand client needs, communicate effectively, and deliver tailored solutions in fast-paced environments. I am currently preparing for the Securities Industry Essentials (SIE) exam (May 2026) and actively pursuing opportunities in wealth management, where I can combine my analytical skills, global perspective, and passion for financial markets. With fluency in English, Portuguese, and Spanish, I bring a strong ability to connect with international clients, particularly across the U.S. and Latin America. Core strengths: • Client relationship management • Financial markets & investment fundamentals • Market research & data analysis • Communication & problem-solving
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