Steven Lopez

Steven Lopez

Latin & Caribbean Financial Services Intern

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location of Steven LopezWinthrop, Massachusetts, United States

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  • Timeline

  • About me

    Associate at EOPSS

  • Education

    • Suffolk University

      2016 - 2020
      Bachelor’s Degree Economics Graduated

      Activities and Societies: Member of The Journey Leadership Program, Ram Alumni Mentoring Program (RAMP), and MGH Youth Scholars Alumni Program, Member of the Suffolk University Men's Soccer Team 2016' & 2019'

  • Experience

    • State Street

      Jun 2016 - Aug 2016
      Latin & Caribbean Financial Services Intern

      ● Performed due diligence on transactions to avoid potential overdrafts penalties on statements ● Translated one of our largest client contracts from English to Spanish for the annual review cycle● Investigated and confirmed all client fees and transactions using an internal data system

    • Suffolk University

      Nov 2016 - May 2020

      First-Year Experience Teaching Assistants (TAs) are assigned to a section of SBS 100 or CAS 101 and paired with a faculty/staff instructor. The TAs' main function will be to provide a peer perspective on being successful at Suffolk. The intention behind creating TA positions for this course is to foster a unique opportunity for first-year students to connect with an upper-class student for ongoing advice and support. In order to ensure success, First-Year Experience TAs are trained in and expected to be knowledgeable about institutional information, group dynamics, and student development issues. With a structured emphasis on the fall semester of the first year, TAs meet individually or in small groups with their students to answer any questions they may have. TAs will encourage participation in programs specifically designed for the First-Year Experience course, as well as those university-wide programs designed to benefit new students. Show less Note: This is a Work-Study position. Mission Statement and Values: The mission of the Suffolk University Police and Security Department is to provide a safe and secure environment that enhances the educational mission of the university. We are committed to the protection of life and property, and the prevention and detection of crime through a partnership with the community. The Suffolk University Police and Security Department is committed to excellence in service through proactive initiatives and the highest quality of professionalism, and dedication. Show less ● Played an integral role in the success of Suffolk’s Orientation program ● Served as group leader, a contact between incoming students and departments, a peer mentor/educator, and a positive role model both during and after orientation● Assisted new undergraduate students with their transition to college, whether it's from high schools, the workforce, military, or another higher education institution● Supported family members of new students during the beginning of the fall and spring semester ● Received year-round training on institutional information, group dynamics, leadership fundamentals, and student development Show less

      • Teaching Assistant

        Sept 2019 - May 2020
      • Student Security at Suffolk University Police Department

        Sept 2016 - Mar 2020
      • Trustee Ambassador at Undergraduate Admission

        Sept 2017 - Jan 2018
      • Orientation Leader at New Student & Family Programs

        Nov 2016 - Sept 2017
    • Sanofi

      Jan 2018 - Mar 2022
      Security Analyst at the Global Security Operations Center (GSOC)

      I am responsible for the following duties: • Answer incoming calls and providing technical support to Sanofi employees• Respond to all emergencies according to site-specific post orders• Ensure FreightWatch shipments are up to date with accurate information • Prepare Incident Briefings for any high-level incidents that may affect company sites or employees • Monitor Pro Watch alarms, CCTV Cameras, and Sanofi Sites • Review and escalate emails depending on the degree of the event (Fire drills, alarms, etc) Show less

    • State Street

      Jan 2018 - Feb 2019
      Securities Valuation Intern

      ● Managed and priced client’s financial assets such as common stocks and money market securities● Performed research on the Bloomberg Terminal and other pricing vendors to confirm pricing tolerance● Provided pricing solutions and continual communication updates to the Client Operations team

    • Target

      Jun 2019 - Aug 2019
      Store Executive Management Intern

      ● Delivered an exceptional guest experience by ensuring a team of 100+ members were knowledgeable on company best practices by providing communication updates at the beginning of each shift ● Developed essential leadership skills such as planning, executing, and driving daily sales ranging between 90k – 120k by analyzing categorized data ● Assisted in recruiting potential hires by briefing candidates on company culture and advancement opportunities

    • Aon

      Sept 2020 - Jan 2023
      Account Specialist

      • Manage a book of business while providing attentive, high-quality customer service to over 20 clients • Support in-house Account Executives and Brokers with Renewal Strategies, Proposals, and client outreach• Serve as key client liaison for items such as certificates, auto IDs, policy additions, endorsements, and invoices• Assist our Accounting Service team with fund allocations, client follow-ups, and invoice delivery

    • Executive Office of Public Safety and Security

      Feb 2023 - now
      Associate
  • Licenses & Certifications

    • ABCD Summer Works Job Readiness Training

    • Being an Effective Team Member

      LinkedIn
      Mar 2019
      View certificate certificate
  • Volunteer Experience

    • Student Volunteer

      Issued by Habitat for Humanity-North Central Georgia, Inc. on Mar 2019
      Habitat for Humanity-North Central Georgia, Inc.Associated with Steven Lopez
    • Volunteer

      Issued by Habitat for Humanity International on Jan 2018
      Habitat for Humanity InternationalAssociated with Steven Lopez
    • Student Volunteer

      Issued by Help-Portrait on Apr 2017
      Help-PortraitAssociated with Steven Lopez
    • Volunteer Student

      Issued by Cradels To Crayons on Jul 2016
      Cradels To CrayonsAssociated with Steven Lopez