Kevin Becerra

Location

Los Angeles, CA
Education
    California State University-Long Beach
    August 2016 - May 2018
    degree
    Bachelor's
    major
    Finance
Work Experience
    Goldman Sachs
    ACATs ACH transfers wires alts subscriptions IRA distributions AND general admin updates
    Los Angeles, CA, US
    July 2021 - July 2023
    company
    Goldman Sachs
    title
    ACATs ACH transfers wires alts subscriptions IRA distributions AND general admin updates
    overview
    - Los Angeles, Ca - Wealth Management Professional - July 2021- July 2023 - Managed client relationships, supporting $5.4bn in AUM for our team, being a point of contact for - $2.1bn in AUM - Successfully implemented new processes for efficiently onboarding clients that led to a wallet share increase of $45mm - Responsible for onboarding, ACATs, ACH transfers, wires, alts subscriptions, IRA distributions, & general admin updates - Developed and executed Rule 144/10b5-1 plans with clients, corporate counsel, trust/estate counsel and tax advisory teams - Managed portfolio rebalancing, cash balances, FX transactions, currency hedging, bank lending and ac-hoc trades for clients - Analyzed client portfolios to ensure accuracy toward models and cash was implemented on investment schedules
    The Vanguard Group
    Cost Basis AND Tax Resolutions Associate
    Scottsdale, AZ, US
    December 2020 - July 2021
    CSO Orders Associate
    August 2018 - December 2020
    Education Savings Intern
    October 2018 - January 2019
    Stratos Wealth Partners
    Finance Intern
    Irvine, CA, US
    January 2018 - April 2018
Skills
Languages
EnglishSpanish
Skills
Asset ManagementAutomated Customer Account Transfer ServiceBrokerageBusiness AdministrationCash ManagementConsultingCooking SkillsCustomer Relationship ManagementEmployee OnboardingFinancial Industry Regulatory AuthoritiesFinancial StocksHedging of RiskInformation ManagementKey Performance IndicatorsKnowledge of FinanceMentoringMutual FundsNetworking SkillsPeer-To-Peer (P2P)Planning of AccountsPortfolio ManagementRisk AnalysisSalesSchedulingSelf MotivationSeries 7 General Securities Representative License (Stockbroker)Stock ControlVba Programming Language