Aljair Pimentel
Financial Advisor @ Equitable Advisors
About
As a graduate from The University of Texas at Austin who majored in Economics, double minoring in Business and Risk Management, my academic journey intersects with my role at Equitable Advisors, where I help families as they strive to secure early financial independence and retirement security by focusing on investments, risk management, and education.
United States
Austin
Financial Services
Team Leadership, Attention to Detail, Peer Mentoring, Teamwork, Event Planning, Event Management, Relationship Development, Financial Planning, Interpersonal Skills, Compensation, Coaching, Negotiation, Retail, Life Insurance, Sales, Insurance, Customer Relationship Management (CRM), Spanish, Strategy, Customer Service
Experience
Financial Advisor
Equitable Advisors
Austin, Texas, United States
Associate, Client Service
AlphaSights
New York, New York, United States
• Own every aspect of my projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless collaboration. • Act as the link between my clients and the expert knowledge they seek. • Understand the project and market context and the legal and regulatory environment in which my clients and experts operate. • Spend my day speaking on the phone with experts who are uniquely relevant matches for my clients’ projects, often under tight deadlines.
Mentor and Event Planning
The University of Texas at Austin
Austin, Texas, United States
• Lead and guide a group of students through their first-of college • Member of FSP event planning committee, with a group of other mentors, plan and organize events for other members and the organization as a whole
Pack-Out Associate
The Home Depot
Houston, Texas, United States
Leasing Agent
RPM Living
Austin, Texas, United States
Accounting Practicum
Foundation Communities
Austin, Texas, United States
Education
The University of Texas at Austin
Economics
Aljair Pimentel's Contact Information
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