GO
Open to opportunities

Gonzalo Osorio

@gonzaloosorio

Bilingual financial management student with real estate and client services experience.

United States

What I'm looking for

I am seeking a role that allows me to leverage my financial knowledge and customer service skills in a dynamic environment, with opportunities for growth and professional development.

I am a dedicated undergraduate student pursuing a Bachelor of Science in Business Administration with a focus on Financial Management at the University of Colorado Denver. My academic journey has equipped me with a solid foundation in financial principles, including Investment and Portfolio Management, and advanced Excel skills that enhance my financial modeling capabilities. I pride myself on my ability to analyze data effectively, which is crucial in today’s fast-paced financial environment.

In my professional experience as a Real Estate Agent at Coldwell Banker, I have honed my skills in client relationship management and market analysis. I actively develop new client relationships through various outreach strategies, ensuring that I understand their needs to provide tailored advice. Additionally, my role as a Client Services Intern at Charles Schwab has further deepened my understanding of financial products and services, where I assist clients with inquiries and support financial advisors in managing client accounts. My diverse experiences have not only strengthened my customer service skills but also my ability to work collaboratively in team settings.

Experience

Work history, roles, and key accomplishments

CS
Current

Client Services Intern

Charles Schwab

Sep 2024 - Present (9 months)

Gained exposure to financial products and services, enhancing understanding of investment strategies and account management. Provided client support by addressing account inquiries and resolving issues.

DW
Current

Lab Technician

Dr. Kennedy Wellness

Dec 2022 - Present (2 years 6 months)

Conducted lab tests and prepared samples for analysis to support patient diagnostics. Maintained lab equipment and ensured compliance with safety and health protocols.

HD

Sales Associate

Home Depot

Jan 2018 - May 2020 (2 years 4 months)

Assisted clients with product selection and provided knowledgeable recommendations. Processed transactions efficiently while ensuring excellent customer service.

Education

Degrees, certifications, and relevant coursework

University of Colorado Denver logoUD

University of Colorado Denver

Bachelor of Science, Business Administration, Financial Management

2021 - 2025

Grade: 3.2

Studied a Bachelor of Science in Business Administration with a focus on Financial Management. Relevant coursework included Investment and Portfolio Management, Principles of Finance, Intermediate Financial Accounting I & II, and Accounting Information Systems.

Tech stack

Software and tools used professionally

Interested in hiring Gonzalo?

You can contact Gonzalo and 90k+ other talented remote workers on Himalayas.

Message Gonzalo

People also viewed

View all talent

Find your dream job

Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!

Sign up
Himalayas profile for an example user named Frankie Sullivan
Gonzalo Osorio - Client Services Intern - Charles Schwab | Himalayas