David Morello Miravet

Experience

• 

  Amicus Invest

  Oct 2019 - Oct 2020

  Project Manager

  Successfully delivered strong investment performance and improved market positioning by leveraging financial analysis, strategic decision-making, and team management. Enhanced collaboration within the team by aligning individual strengths, leading to increased productivity and a significant boost in trading activity.

• 

  My Academy

  Nov 2019 - Jun 2022

  Student Advisor

  • Achieved significant academic improvement, with students' grades increasing by 90% through personalized, one-on-one tutoring that addressed their unique needs. • Skillfully managed and strengthened relationships with key stakeholders—clients, students, and the company—leading to increased satisfaction across all groups. • Introduced an innovative teaching approach by utilizing Microsoft Excel to visually explain concepts, leading to a 50% enhancement in learning outcomes.

• 

  Handelsbanken

  Jun 2020 - now

  • Manage clients' wealth while acting as a trusted advisor, offering comprehensive support across all financial aspects of their lives. • Facilitated 5-7 meetings each week, providing tailored investment advice on mutual funds, interest rates, pensions, and mortgages, leading to increased client satisfaction.• Managed over 100 client portfolios using Salesforce, emphasizing proactive follow-up and consistently addressing customer needs through careful documentation of financial agreements. • Provided comprehensive client support, achieving high approval rates by guiding customers through financial decisions and explaining risks.• Consistently met key objectives by responding promptly to applications, collaborating with colleagues, and fostering transparent communication. • Contributed to revenue growth by successfully assisting clients in transitioning to the organization, delivering superior service that outperformed competitors.

  • Private Wealth Advisor

    Oct 2024 - now

  • Financial Advisor

    Jun 2023 - Oct 2024

  • Customer Service Representative

    Jun 2020 - Jun 2023
• 

  Bay Bridge Investment Club

  Sept 2022 - Jun 2023

  Founder

  Organized panels with industry professionals, providing entrepreneurial and financial insights to 100 students and enhancing practical knowledge. Led board meetings and managed a 10-member team, driving event planning, networking efforts, and value-creating initiatives.