Gonzalo Osorio
@gonzaloosorio
Bilingual financial management student with real estate and client services experience.
What I'm looking for
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
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.
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.
Real Estate Agent
Coldwell Banker
May 2022 - Present (3 years 1 month)
Developed new client relationships through various outreach efforts and maintained relationships with buyers, sellers, mortgage brokers, and attorneys. Stayed informed on market trends to provide analysis.
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
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
Availability
Location
Authorized to work in
Job categories
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