Gabriel Mozipo

Experience

• 

  Washington State University

  Aug 2016 - Oct 2017

  Food Service Worker
• 

  Nordstrom

  Jun 2018 - Jan 2019

  Logistics

  Fulfilled 100+ of online orders and lead the crew in fulfillments multiple times over the summer.Kept track of 1000+ of items in inventory and adjust the store’s inventory accordingly.

• 

  Sherwin-Williams

  May 2019 - Aug 2019

  Intern

  Helped run the day to day operations of a multi-million dollar store. Ran financial analysis on our P/L statement and made recommendations to increase gallon sales by 10%.

• 

  Cougar Investment Fund LLC

  Aug 2019 - Jan 2020

  Financial Services Sector Analyst

  Managed a large-cap $350,000 portfolio that garnished returns of 17.85% vs. the S&P 500 of 12.86%.Utilized Bloomberg terminals to acquire financial ratios and statements to conduct a discounted cash flow analysis of prospective companies.Collaborated with other sector analysts to help identify macroeconomic trends to better allocate risk.

• 

  Nordstrom

  Aug 2020 - Sept 2020

  Digital Operations Specialist

  Run SQL Report on inventory to help manage inventory and online websites.Review, prioritize and manage requests from corporate buying offices, Distribution Centers, Vendors and Internal/External partners to address business needs.Enter and maintain information within the company's merchandising systems utilizing Microsoft Excel Macros. This includes research, reporting, and item setup.Review Items to ensure no errors. Work with vendors to get clarification around items for any errors. Show less

• 

  Sherwin-Williams

  Sept 2020 - Jul 2021

  • Assistant Manager

    Dec 2020 - Jul 2021

  • Management Trainee Program

    Sept 2020 - Dec 2020
• 

  Fisher Investments

  Jun 2021 - now

  Generated thousands of multi-asset class trade orders for high-net-worth domestic and international private clients.Provided client portfolio analysis, trade confirmation/settlement, cash distribution, tax loss harvesting, and operational guidance to +60 client managers.Oversaw the cross-platform integration and automation of asset withdrawal verification processes and buy/sell-side fixed-income trade order generation.Led the overhaul of our fixed-income processes to accommodate intraday trading requests and improve efficiencies by 75%.Collaborated with firm traders to reallocate erroneous orders in accordance with group risk-mitigation proceduresFacilitated training and mentoring of new implementation associates. Show less

  • Portfolio Engineering Operations Analyst

    Oct 2023 - now

  • Portfolio Implementation Associate

    Jun 2021 - Nov 2023