Sofía Camejo
@sofacamejo
I build client-focused financial plans using analytics, risk management, and investment analysis.
What I'm looking for
I've advised clients at Mutual of Omaha on personalized financial planning, including life and disability insurance, investments, and retirement planning. I also supported financial representatives and advisors by managing client records, insurance processing, Salesforce updates, and workflows.
I'm pursuing an MBA in Business Analytics after earning a finance degree, applying financial analysis and risk-management skills through projects on Saudi Aramco, Watts Water Technologies, Tesla, and a diversified simulated portfolio targeting a 12% expected return.
Experience
Work history, roles, and key accomplishments
Provided administrative support to financial representatives and advisors, managing client records and documentation. Assisted with insurance processing, salesforce updates and workflow management.
Advised clients on personalized financial planning services, including life and disability insurance, investment and retirement planning options. Built client relationships through tailored financial solutions.
ASTEP Mentor
Minot State University
Aug 2024 - Dec 2024 (4 months)
Supported students with intellectual and developmental disabilities through academic, career and personal mentorship. Promoted independence, social skills, and campus involvement.
Tour Guide
Minot State University
Aug 2024 - Dec 2024 (4 months)
Conducted campus tours for prospective students and visitors, highlighting academic opportunities, campus resources and student life. Assisted the admissions office with recruitment events and orientations.
Financial Intern
Pinnacle Employee Benefits
Jun 2024 - Jul 2024 (1 month)
Gathered client data, filled out paperwork, submitted forms, and used specific financial planning programs to assist clients and co-workers. Learned the details and day-to-day job requirements of financial planning services.
Daycare Teacher
Magic City Daycare Center
Oct 2021 - Jun 2024 (2 years 8 months)
Led classroom activities for toddlers and preschoolers while ensuring their well-being and safety. Fostered a learning environment and cultivated positive connections with parents and families.
Education
Degrees, certifications, and relevant coursework
North American University
Master of Business Administration, Business Analytics
2026 -
Pursuing a Master of Business Administration with a concentration in Business Analytics.
Minot State University
Bachelor of Science, Finance
2020 - 2024
Grade: 4.0
Bachelor of Science in Finance with a 4.0 GPA, earning President's Honor Roll recognition.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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