Tom Portillo

College Station, TX | 713-822-3007 | Tom.Portillo@tamu.edu

EDUCATION
Texas A&M University, Mays Business School College Station, TX
Master of Business Administration December 2017
Coursework: Finance for the Professional, Operations Management, Business Analytics
WHU- Otto Beisheim School of Management Vallendar, Germany
Summer Study Abroad May 2017
Coursework: Finance, Entrepreneurship in the European Union, Marketing
University of Texas at Austin Austin, TX
Bachelor of Arts in Chemistry December 2012
EXPERIENCE
USAA San Antonio, TX
CFO - MBA Intern June 2017 August 2017
Collaborated on fixed-income portfolio analysis of insurance companies with emphasis on foreign investments;
expected to aid portfolio managers reduce risk and increase yield through diversification of foreign bonds relative to
high yield corporate bonds
Created model for fixed-income analysts based on conducting counterparty risk analysis of debt structure for multi-
level domestic investment; tool will be used by portfolio managers to identify asset level risk for funds and reduce
risk to funds through diversification or reallocation
Ran attribution analysis on tax-exempt funds, in support of 15 internally-managed mutual funds, thus providing
interpretation on performance of metrics including allocation, selection, and interest rate to portfolio managers
Wells Fargo Pearland, TX
Service Manager February 2013 July 2016
Developed business strategy for nine-member retail branch team on client oriented financial services, increasing
referral average from 5.5 to 8.9 per full time employee resulting in quarterly revenue of over $71K
Led a team of six to increase retail branch operational efficiency from 88% to 92% within three-month period by
evaluating previous branch performance trends and implementing accountability measures
Analyzed customer satisfaction reports and identified correlations between sample size and 10K+ monthly branch
clients; presented key recommendations for improvement to senior management
Personal Banker
Created business lead lists and generated $23K in revenue through cross-sell opportunities during direct customer
interactions; performance ranked top 10% in three out of four metrics within district
Coached six-member teller team on identifying and communicating financial services to 3,000+ banking clients per
month
Established strategic partnerships within different lines of businesses of retail banking; encompassing resources led to
exceeding partnership goal by over 200%
United States Navy Austin, TX
Lead Petty Officer June 2007 August 2013
Increased Bravo Company unit readiness from 65% to 93% by spearheading medical workup with Marine Corps staff
for 120+ marines during pre-deployment; nominated for Sailor of the Year award
Supervised personnel support functions for 160-member organization; increased unit operational readiness from 84%
to 95% within three-month period
Initiated development courses for 30 junior sailors on leadership traits, strategic planning, and military weaponry
leading to an 87% pass rate for Fleet Marine Force enlisted warfare specialist device
Skills, Activities, & Interests
Languages: Fluent in Spanish
Activities: CFA Level 1 Candidate; MBAA Events Chair; Big Brothers Big Sisters of the Brazos Valley
Interests: Motorcycle riding in Austin, TX; Snowboarding in Colorado; Long-distance Running