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Sofía CamejoSC
Open to opportunities

Sofía Camejo

@sofacamejo

I build client-focused financial plans using analytics, risk management, and investment analysis.

United States
Message

What I'm looking for

I'm seeking an opportunity to apply my finance background and MBA business analytics training to financial analysis, investment growth, and risk management while contributing to client-focused solutions.

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

Mutual of Omaha logoMO

Administrative Assistant

Aug 2025 - Jan 2026 (5 months)

Provided administrative support to financial representatives and advisors, managing client records and documentation. Assisted with insurance processing, salesforce updates and workflow management.

Mutual of Omaha logoMO

Financial Representative

Feb 2025 - Aug 2025 (6 months)

Advised clients on personalized financial planning services, including life and disability insurance, investment and retirement planning options. Built client relationships through tailored financial solutions.

Minot State University logoMU

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.

Minot State University logoMU

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.

PB

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.

MC

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 logoNU

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 logoMU

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

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