Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Nelson Lopez

Nelson Lopez

Rehoboth Beach

Summary

Experienced accounting professional prepared for this role. Strong background in financial analysis, client account management, and financial planning. Known for effective team collaboration and delivering results. Reliable, adaptable, and proficient in accounting software and principles.

Overview

9
9
years of professional experience

Work History

Bartender

Starboard Claw & Purple Parrot
Rehoboth Beach, DE
06.2019 - Current
  • Managed cash handling, daily reconciliation, and point-of-sale transactions in high-volume hospitality environments.
  • Maintained accurate sales records and adhered to internal controls and compliance procedures.
  • Worked concurrently at multiple establishments prior to transitioning to a reduced schedule to accommodate accounting coursework.

Financial Advisor Career Development (FACD)

Edward Jones
Georgetown, DE
10.2018 - 05.2019
  • Supported client account documentation, financial data management, and record-keeping in a regulated financial services environment.
  • Assisted with maintaining and improving internal documentation processes to support compliance with regulatory standards.
  • Collaborated with senior advisors and team members to process and report financial information.
  • Completed formal training in regulatory requirements and ethical practices while preparing for and passing FINRA Series 7 and 63 exams.

Financial Intern

FirsTrust Financial Resources (AXA Equitable)
Philadelphia, PA
12.2016 - 03.2017
  • Monitored and maintained client account access while ensuring accuracy of financial records.
  • Assisted in preparing personalized financial plans by compiling client assets, liabilities, and financial data.
  • Supported senior finance staff with account reconciliation, data analysis, and administrative reporting.

Education

Accounting Coursework - CPA-Track

Delaware Technical Community College
Georgetown, DE

Bachelor of Arts - Business & Marketing Management Focus

Bryn Athyn College of the New Church
Bryn Athyn, PA
05.2017

Skills

  • Accounting & Financial:
  • Account Reconciliation
  • Financial Data Analysis
  • Financial Reporting Fundamentals
  • GAAP Concepts
  • Technical:
  • Microsoft Excel, Financial software & databases (Paperclip, Asset Map, eMoney)
  • Professional:
  • Regulatory Awareness (FINRA-licensed)
  • Bilingual: English & Spanish
  • Detail-oriented with strong organizational skills
  • Strong multitasking
  • Customer service
  • Highly reliable
  • Team player attitude
  • Clear and effective communication

Accomplishments

• Securities Industry Essentials (SIE)

• Series 7

• Series 63

• Life, Accident & Health License

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Bartender

Starboard Claw & Purple Parrot
06.2019 - Current

Financial Advisor Career Development (FACD)

Edward Jones
10.2018 - 05.2019

Financial Intern

FirsTrust Financial Resources (AXA Equitable)
12.2016 - 03.2017

Bachelor of Arts - Business & Marketing Management Focus

Bryn Athyn College of the New Church

Accounting Coursework - CPA-Track

Delaware Technical Community College
Nelson Lopez