Jeffrey Merino
Member Experience Professional II @ The Walt Disney Company
About
Finance and Business Analytics student with 9+ years of experience in financial services and strategic planning. Demonstrated strength in financial budgeting, banking research, and customer satisfaction. Highly analytical, detail-oriented, and effective in fast-paced, deadline-driven environments. Seeking a Finance Internship within investment banking, private equity, corporate finance, and consulting.
United States
Los Angeles Metropolitan Area
Banking
Brainstorming, Creativity, Critical Thinking, Decision Making, Financial Literacy, Quantitative Analysis, Risk Assessment, Risk Management, Communication, Critical Thinking, Data Analysis, Research, Presentation Skills, M&A analysis, DCF Valuation, Cross-team Collaboration, Client Communication, Change Management, Sales, Communication, Client Services, Banking, Financial Analysis, Critical Thinking, Financial Modeling, Attention to Detail, Problem Solving, Data Analysis, Budget Forecasting
Experience
Member Experience Professional II
The Walt Disney Company
• Managed and analyzed portfolios for high-net-worth clients, contributing to a 25% increase in retention through data-driven financial reviews • Conducted comprehensive financial assessments evaluating cash flow, savings, credit, and investment needs • Executed strategic outreach initiatives contributing to 20% growth in new business and assets under management
Preferred Banking Client Service Associate Contract
First Republic
• Produced and maintained detailed client transaction reports for senior advisors and relationship managers • Analyzed portfolio data to ensure reporting accuracy and compliance, maintaining 98% client satisfaction • Assisted in preparing financial materials and analysis for internal and client-facing meetings
Personal Banker
JPMorgan Chase。
United States
• Matched clients with appropriate banking products using risk, return, and liquidity considerations • Increased client engagement and product utilization by 30% through proactive financial reviews and follow-up • Mentored junior team members on financial products, compliance standards, and client service best practices
Education
California State University, Northridge
Business Administration, Financial Analysis
California State University, Northridge
Business Analytics
College of the Canyons
Business Administration and Management, General
College of the Canyons
Economics
College of the Canyons
Accounting
College of the Canyons
Entrepreneurial and Small Business Operations
College of the Canyons
Liberal Arts and Sciences, General Studies and Humanities
Jeffrey Merino's Contact Information
Phone
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