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
Similar Profiles
Maria MartinMaria Martin
Sr. Business Integration Consultant – Brokerage Operations at TIAASr. Business Integration Consultant – Brokerage Operations at TIAA
Timothy RodgersTimothy Rodgers
Managing Director, Retirement Solutions at TIAAManaging Director, Retirement Solutions at TIAA
Larry Spradley IIILarry Spradley III
Client Services Manager II at TIAAClient Services Manager II at TIAA
Jeff HilstJeff Hilst
Director, Global Infrastructure Services at TIAADirector, Global Infrastructure Services at TIAA
Kayla WilliamsonKayla Williamson
Personal Banker at BOK FinancialPersonal Banker at BOK Financial