
Luis Ceron
College Peer Mentor

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About me
Client Service Analyst at BNY
Education

Egg Harbor Township High School
2016 - 2020High School Diploma 8-12th
Stockton University
2020 - 2023Bachelor of Science - BS Finance, General GraduateDean's List: Fall 2020, Spring 2021, Fall 2021, Spring 2022, Fall 2022, Spring 2023, Fall 2023GPA: 3.79Relevant Courses: -Statistics -Financial & Managerial Accounting - Business Analytics - Business & Financial Management - Marketing - Operations Management - Taxation of Individuals & Entities - Investments - Money and Banking -Financial Institutions, and Markets -Financial Planning -Estate Planning
Experience

Stockton University
Jan 2021 - May 2021College Peer Mentor• Personalized Guidance: Provided individualized support for 32 students by understanding each student’s learning style, strengths, and challenges, tailoring my mentoring approach to meet their specific needs.• Regular Progress Assessments: Conducted regular check-ins to monitor student’s progression and identify potential areas of improvement. By analyzing their performance and discussing strategies for growth.• Through personalized guidance and innovative problem solving, I equipped 32 students with practicalstudy strategies, time management techniques, and valuable resources that empowered them to excelacademically and develop lifelong learning skills. Show less

Balsley Losco Real Estate
Jan 2023 - Jan 2024Real Estate Agent• Advertised properties through websites, social media, and real estate guides.• Managed contracts, negotiations, and other aspects of sales to finalizepurchases and exceed customer expectations.• Conducted comprehensive market analyses to identify opportunities for investors.

BNY
Feb 2024 - nowClient Service AnalystAs a LATAM Client Service Analyst, I specialize in overseeing accounts in order to mitigate/resolve any wire related discrepancies and ensure clients across South America and Spain have sufficient funds for their day-to-day activities and disclosed goals. My primary responsibilities include ensuring that all wire transfers are accurately received and sent on time, thereby facilitating seamless financial operations for our clients.Fund Allocation: Monitor client accounts daily to ensure they have sufficient funds to execute financial activities such as purchasing stocks, bonds, and other securities.Client Communication: Maintain regular communication with clients to provide updates on their cash positions and address any inquiries or concerns related to their accounts. All communication is done in Spanish this includes emails, meetings, and calls. Risk Management: Identify and mitigate risks associated with cash management, ensuring compliance with financial regulations and internal policies.Collaboration: Work closely with various departments, including trading, compliance, and operations, to ensure a coordinated approach to cash management and client service.Problem Resolution: Troubleshoot and resolve any discrepancies or issues related to wire transfers and cash balances promptly. Show less
Licenses & Certifications

Real Estate Agent
National Association of REALTORS®
Seal of Biliteracy in Spanish
Global Seal of BiliteracyJan 2020
Languages
- spSpanish
- enEnglish
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