Jonah Duarte
Phoenix
Summary
Finance graduate with SIE, Series 7, and Series 66 licenses, seeking a markets-focused role in investment operations, trade support, portfolio operations, compliance, or financial analysis. Strong background in corporate finance, economics, Excel modeling, securities products, and market research, with a proven work ethic and ability to perform in fast-paced environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Delivery Associate
Puma Logistics
Aurora, CO
09.2024 - 04.2026
- Operated delivery vehicles to ensure timely transportation of goods.
- Managed inventory checks and documentation for accurate order processing.
- Collaborated with team members to optimize delivery routes and schedules.
- Maintained adherence to safety protocols during loading and unloading processes.
Client Manager
Advantage Treatment Center
Alamosa, CO
01.2022 - 05.2022
- Managed client relationships, ensuring high satisfaction and retention rates.
- Coordinated treatment plans with multidisciplinary teams to enhance patient outcomes.
- Implemented feedback systems to gather client insights for service improvements.
- Developed and maintained comprehensive documentation for client interactions and progress.
Education
Bachelor of Science - Finance With A Minor in Economics
Colorado State University
Fort Collins, CO12-2025
Skills
- Finance
- Securities Products
- Investment Analysis
- Portfolio Analysis
- Financial Markets
- Microsoft Excel
- Financial modeling
- Data Analysis
- Management
Certification
- Series 7
- Series 66
- SIE
- Arizona Life & Health insurance producer
Timeline
Delivery Associate
Puma Logistics
09.2024 - 04.2026
Client Manager
Advantage Treatment Center
01.2022 - 05.2022
Bachelor of Science - Finance With A Minor in Economics
Colorado State University