Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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David Villalobos

Hendersonville,TN

Summary

Organized financial professional aiming to fulfill Client Service Associate role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
08.2024 - Current
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for different banking services within Wells Fargo.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Stay in compliance with different banking regulations and procedures in order to manage risk

Unit Commander

U.S Army National Guard
03.2021 - Current
  • Hold Primary accountability for over $6,000,000 in sensitive items
  • Create plans for current and future operations which I delegate to subordinates to execute.
  • Identified patterns and trends that resulted in undesirable outcomes or compromised program compliance and developed corrective action plans.
  • Supervisor and manager to over 70 soldiers

Student Portfolio Manager

Tennessee Valley Authority/Tennessee Technological University
08.2023 - 12.2023
  • Pitched stocks under Tennessee Techs supervision and helped grow and maintain a portfolio of $500,000
  • Participated in a regional conference where I presented a PowerPoint to TVA officials on the performance of their portfolio

Education

Bachelors - Business Administration (focus in finance)

Tennessee Technological University
Cookeville, TN
12.2024

Skills

  • Financial Modeling
  • Microsoft Office
  • Interpersonal Communications
  • Leadership
  • Risk Management

Certification

Security Industry Essential Exam, 01/24, 0376032

Languages

Spanish
Native or Bilingual

Timeline

Personal Banker

Wells Fargo
08.2024 - Current

Student Portfolio Manager

Tennessee Valley Authority/Tennessee Technological University
08.2023 - 12.2023

Unit Commander

U.S Army National Guard
03.2021 - Current

Bachelors - Business Administration (focus in finance)

Tennessee Technological University

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David Villalobos