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Tutor profile: Manuel V.

Inactive
Manuel V.
Client Service Associate at RNC Genter Capital Management
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Bio

About Manuel

About Manuel
From San Diego and recently graduated from Pepperdine University with a B.S. in International Business and Finance. Interests include environmental sustainability, financial literacy, self-development, soccer and meditation.

Teaching Experience

Teaching Experience
English Tutor with Big Brothers Big Sisters International in Florence, Italy. VP of Marketing for Pepperdine's Investment Club. Led weekly meetings to discuss current events and a variety of finance topics.
Education
Pepperdine University
International Business
Bachelor's Degree
2016 - 2020

Work Experience

Work Experience
RNC Genter Capital Management, Client Service Associate
2021 - Present
• Conducting PARs (Portfolio Account Reviews) for +40 families, analyzing client equity and fixed income portfolios, obtaining yearly performance of stock holdings, and offering general client service and team support. • Analyzing a variety of portfolio strategies (value, growth, dividend, environmental) using our internal database, Bloomberg, and other resources provided by RNC Genter. • Working closely with clients to evaluate asset allocation based on specified objectives and goals, and then implementing the appropriate investment solution.
Organics Unlimited, Finance and Logistics Assistant
2015 - 2018
• Conducting and presenting company cost analysis to leadership team, identifying opportunity for nearly 15% in cost savings through sourcing optimization. • Detailed cash forecasting for accounts receivable based off customers’ average day to pay • Managing inventory of warehouse produce, receiving and auditing shipments of over 1MM pounds in produce weekly. • Scheduling, coordinating, and conducting import and export procedures for inbound and outgoing shipments. • Implementing and optimizing shipping cycle, ensuring efficiency and customer...

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