Alondra Agurcia Cruz

Senior Associate at Pathstone

New York City Metropolitan Area

About

As an experienced Senior Associate I aim to problem-solve and find solutions that optimize work efficiency as well as build collaborative team efforts. This is what I have learned about myself: I can successfully identify and resolve complex report discrepancies because of my strong investigative skills, accuracy, and logic. ➣ I make decisions not only off instinct but through data input and analysis. ➣ I quickly comprehend and utilize systems and procedures. I can lead and build collaborative environments, while improving through constructive feedback. ➣ I strategize and execute ideas to foster team-growth, nourish corporate rapport, and enhance my personal work ethic. ➣ I do not shy away from beginning conversations but also know when it is time to sit back and listen. I strive to always educate and improve. ➣ I invest in learning why daily tasks are crucial to the bigger picture. ➣ I stay calm when faced with adversity. ➣ The only bad question is the one not asked. Skills/Specialties: Team Building, Project Management, Microsoft Office Suite (Advanced Excel and Outlook), SQL, Regex, Adobe Acrobat, Advent Portfolio Exchange, Addepar, Aladdin BlackRock, Geneva, Problem-Solving, Data Input and Analytics, Financial Reporting “The only way to do great work is to love what you do.” – Steve Jobs

Experience

  • Senior Associate at Pathstone
    Dec 2024 - Present · 1 yr 7 mos

  • Hall Capital Partners LLC (Full-time · 3 yrs 8 mos)
    • Senior Operations Specialist
      Jul 2024 - Dec 2024 · 6 mos

    • Data Operations Specialist
      May 2021 - Jul 2024 · 3 yrs 3 mos

  • Business Consultant at Ryan Business and Technology Solutions, LLC
    Jul 2020 - Apr 2021 · 10 mos

  • BNP Paribas Asset Management (Greater New York City Area)
    • Trade Support Analyst
      2019 - Jan 2020 · 1 yr 1 mo

    • Reconciliation Analyst
      Sep 2018 - 2019 · 5 mos

  • Financial and Tax Advisor Intern at National Securities Corporation
    Nov 2017 - Apr 2018 · 6 mos