Kevin Gongora, CFA

Experience

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  GE Capital

  Aug 2011 - Dec 2011

  Marketing Analyst Intern

  • Coordinated and managed different resources needed during events like speakers and catering • Surveyed account managers about marketing initiative and prepared reports for management presentation• Gathered and analysed relevant data from account managers and upper management in order to give suggestion and recommendation to improve the telemarketing campaign • Managed invoices created by the department • Researched and presented information about mining industry to build better training material.• Prepared PowerPoint presentations to pitch researches or analyses results Show less

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  GE Capital

  May 2012 - Aug 2012

  Marketing Analyst Intern

  • Managed a telemarketing campaign that provided new leads to Account Managers• Negotiated prices and terms with suppliers for different business needs• Presented performance reports of the telemarketing campaign and other analyses to upper management to improve dollar spent return• Designed advertisements for Industry & Commerce Magazine • Extracted and Analysed relevant data from our CRM with excel and presented conclusion on PowerPoint

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  Desjardins

  Jan 2013 - Apr 2013

  IT Financial Analyst Intern

  • Established and validated pricing on quotation by comparing previous quotations and procedures and confirmed technical requirement were met• Verified and approved contract after appropriate due diligence and kept up to date records • Negotiated and recommended terms and conditions offered to partners involved in the deal and did the required follow up • Prepared financial analyses base on the Net Present Value of the project and presented results to management• Trained the new intern Show less

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  Global Excel Management Inc.

  Jun 2014 - Aug 2014

  Accounting Clerk
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  Whistler Blackcomb

  Dec 2014 - Apr 2015

  Ski Instructor
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  TD

  Jul 2015 - Feb 2016

  Investment Representative

  • Execute client orders as part of the trading team for equity, fixed income, mutual funds, and currency. • Proactively identify customer needs and offer appropriate solutions by learning about internal products and services and their applicability to customer or market situations.• Resolve client trade or non-trade related issues• Communicate market concepts clearly and effectively to all clients• Provide outstanding costumer experience

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  Laurentian Bank

  Feb 2016 - Jan 2019

  Senior Account Manager
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  LBC Capital

  Feb 2019 - Feb 2020

  Senior Analyst T&C
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  Laurentian Bank

  Dec 2020 - now

  • Senior Manager - Special Loans

    Jan 2024 - now

  • Senior Portfolio Manager

    Apr 2022 - Jan 2024

  • Senior Underwriter

    Dec 2020 - May 2022