Skip to content
BackNov 8
Sergio T.

Sergio T.

Wealth Management | Market Research | Financial Services

I am a wealth management consultant and finance expert with 16 years of experience in Brokerage Firms and Commercial Banks, specializing in the analysis and interpretation of both qualitative and quantitative data. I possess extensive experience in creating and adapting Excel formats, pivot tables, and dashboards to generate effective reports. Additionally, I have a significant track record in market research, financial analysis, and the ability to find, dissect, interpret, and present large quantities of data.

🇲🇽Cancun, Mexico$33/hr95% JSS5.00 (18)Since Nov 2023
GlobeUpwork

Earnings and projects

MRR
$634

Last 6 months ÷ 6

World#67,969 / 412k
🇲🇽Country#797 / 3,563
Revenue, last 30 days
$0

Last 6 months: $3.8k

Total earnings
$38k

Billed in all: $40k

World#93,515 / 412k
🇲🇽Country#884 / 3,563
Per project
$1.1k

$760 in the last 6 months

World#117,313 / 412k
🇲🇽Country#1,088 / 3,563
Projects, last 6 months
5

Across 7 contracts

57% fixed43% hourly
World#41,747 / 412k
🇲🇽Country#227 / 3,563
Projects in all
35

Across 40 contracts

65% fixed35% hourly
World#85,279 / 412k
🇲🇽Country#417 / 3,563

Earnings, last 30 days

$39.9kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$39.0k$39.5k$40.0k$40.5kOct 9Oct 24Nov 8

Skill rankings: Top 12% in Content Writing

Ranked by MRR among everyone on Upwork with the skill.

  1. #7Wealth Management34 freelancers · 🇲🇽 #1Top 21%
  2. #13Personal Finance59 freelancers · 🇲🇽 #1Top 22%
  3. #24Mystery Shopping151 freelancers · 🇲🇽 #1Top 16%
  4. #49Investment Banking322 freelancers · 🇲🇽 #1Top 15%
  5. #88Financial Writing671 freelancers · 🇲🇽 #2Top 13%
  6. #155Finance1,002 freelancers · 🇲🇽 #2Top 15%
  7. #368Analytics2,087 freelancers · 🇲🇽 #11Top 18%
  8. #1,289Market Research8,410 freelancers · 🇲🇽 #12Top 15%