Ivan Caballero

Responsibilities

• Collaborate as a member of the client relationship team by communicating with clients as needed • Assist in the research/monitoring of existing assets and investment opportunities • Prepare reports for distribution to clients • Attend client and team meetings as required • Assist with special projects • Other duties as assigned

Accomplishments

I passed the SIE Exam, which is an exam that test you on basic knowledges of markets, investments, financial law, and fiduciary responsibility.

Learning experience

I learned a lot about financial analysis and how to apply theory to actual stocks, bonds, ETFs, and mutual funds.

What advice would you give?

Gain as much experience as possible, as fast as possible.