Salomon Cemaj
Denver
Summary
Financial services professional with over 7 years of experience in consulting, retirement planning, and trading at top firms including TIAA and TD Ameritrade. Holds a Master's in Finance from Rome Business School, specializing in financial modeling, FP&A, M&A, and corporate finance. Proficient in Python, SQL, Excel, Power BI, and Tableau, with a proven track record of delivering personalized financial strategies to diverse clients, including Spanish-speaking investors. Demonstrated expertise in budgeting, forecasting, and financial analysis, leading to significant cost savings and improved operational efficiency.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Consultant
TIAA
Denver
02.2021 - 02.2023
- Advised 35+ clients daily on 403(b), 401(k), and 457 retirement plans
- Served Spanish-speaking clients (~75% of interactions), enhancing financial accessibility
- Interpreted complex plan structures and provided tailored investment strategies
- Conducted financial analysis and collaborated to improve service delivery
Plan Specialist
Columbia Benefits, LLC
Centennial
01.2020 - 01.2021
- Managed 30+ weekly contribution allocations for small business clients
- Conducted B2B sales and performed month-end reconciliations
- Maintained compliance records and oversaw year-end plan audits
Trading Specialist
TD Ameritrade
Omaha
09.2016 - 10.2019
- Handled 40+ daily client inquiries involving complex trading strategies
- Earned President's Club recognition (Top 10% employee) for multiple quarters
- Trained new employees during Scottrade acquisition integration
- Provided expert trading support, particularly to Spanish-speaking clients
Education
Master of Science - Finance
Rome Business School
Rome, Italy04.2025
Bachelor - Economics
University of Nebraska at Lincoln
Lincoln, NE12.2016
Skills
- Excel
- Power BI
- Tableau
- Salesforce
- Microsoft Office
- Python
- SQL
- Financial Modeling
- FP&A
- M&A
- Risk Analysis
- NPV
- IRR
- Cash Flow Forecasting
- Financial analysis
- Investment strategies
- Regulatory compliance
- Cash flow management
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 3
- Securities Industry Essentials (SIE)
Languages
Spanish, French, Italian
Personal Information
Title: Financial Analyst
Languages
English
First Language
Spanish
Proficient (C2)
C2
Italian
Intermediate (B1)
B1
French
Intermediate (B1)
B1
Timeline
Financial Services Consultant
TIAA
02.2021 - 02.2023
Plan Specialist
Columbia Benefits, LLC
01.2020 - 01.2021
Trading Specialist
TD Ameritrade
09.2016 - 10.2019
Master of Science - Finance
Rome Business School
Bachelor - Economics
University of Nebraska at Lincoln
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