Gil Garcia

Accounting graduate with multi-year personal investing experience and strong analytical skills. Currently preparing for the Securities Industry Essentials (SIE) exam and seeking a client-facing role at a firm that values both technical competence and relationship-building. Combines formal accounting training with practical market knowledge and a desire to help clients make sound long-term financial decisions.

Personal Portfolio Management at Self-Directed Investing (2019-01 – Present)

• Manage a diversified personal portfolio across equities and digital assets using fundamental and technical analysis
• Maintain consistent long-term investing discipline with focus on risk-adjusted returns and allocation decisions aligned to changing goals
• Develop practical knowledge of investment products, market behavior, and personal financial planning through hands-on experience

Operations & Client Support at Oldalbertoes (2025-05 – Present)

• Handle 150+ customer interactions per shift, resolving issues through clear communication and relationship-focused service
• Operate in a fast-paced, performance-driven environment focused on revenue, efficiency, and consistent client experience

Accounts Receivable Specialist at Pro Auto Logistics (2026-02 – 2026-04)

• Coordinated with internal teams and external partners to resolve account discrepancies and maintain accurate records
• Performed general ledger reconciliations with attention to detail and internal policy compliance

Facilities at Merchant Building Maintenance (2023-06 – Present)

• Support high-security financial center environments while developing familiarity with local branch operations and community demographics

Bachelor of Science in Accounting – Western Governors University (2026-05)