Gabriel Garcia-solis

Bachelor's

Computer Science

Trust AND Estate

Wealth Management Intern

- Summer Intern in the asset management and trust strategy group for 10-weeks - Selected Project Experience - Investment Management: Assisted in the development of a high dividend equity portfolio - Worked closely with the director of market research and investment committee to analyze stocks, indexes, and mutual - Met weekly with the investment committee to audit each equity within our portfolios - Client Relations: Trust & Estate Strategy - Participated in family meetings, working along-side senior wealth strategists to help develop estate plans for high-net-worth - Analyzed unique family situations to help them reduce taxes, preserve estate size, and ensure a smooth multi-generational - Prepared customer pipeline reports and worked with the marketing team to execute company social media. We improved - Padli - Private label brand - E-commerce project - March 2024 - Present - Responsible for entity setup, proper sales tax exemption (VAT tax), and professional trademark setup for 'PADLI - Operational responsibilities included negotiating with manufacturers and freight forwarders, identifying suitable third-party - Managed financial accounting, operational growth, hiring, media buying, marketing, and the development of the brand - Maintained brand awareness and luxury appeal, resulting in a 20% increase in top-line revenue month over month. The Luxury - I developed the front end of a landing page that recorded a 6% conversion rate, which is exceptional in the world of ecommerce