Accomplished and results-oriented who consistently meets deadlines and increases company revenue. Highly skilled at increasing productivity through detailed cost analysis.
Highly motivated who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and and team-building skills.
Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
Financial professional focused on developing and streamlining procedures and finding innovative, cost-effective solutions.
Ambitious sales professional with sales representative experience.
Experience
11/2017 to 04/2018
FADPChancelight Behavioral Health – Tampa, FL,
Received online training, as well as mandates and modules regarding the firms rules and regulations.
Plan and develop the critical skills and knowledge necessary for building a successful wealth management practice — acquiring clients, enhancing relationships, providing tailored strategies and more.
Investment, business development, business management and technology platform training and development.
Preparation for registration exams, including Series 7 and Series 66.
07/2016 to 08/2017
Advisor TraineeDepartment Of Housing And Urban Development – Knoxville, TN,
Analyzed utilization and capacity against performance goals.
Computed, recorded, and proofread data, records and reports.
Completed on average 500 daily outbound calls generating leads and soliciting potential accredited investors.
Created and executed marketing/PR campaigns, including new product introductions and existing product development.
Planned and executed special events and trade shows that assisted clients in raising over $60,000 and establishing community recognition.
Communicated with customers, employees and other individuals to answer questions and explain information.
04/2016 to 07/2016
Senior Account ExecutiveEnergie Group – Bow, NH,
Executed 300-500 daily cold calls to top level executives to increase client base.
Answered customers' questions regarding products, prices and availability.
Collaborated with colleagues to exchange selling strategies and marketing information.
Responded to all customer inquiries in a timely manner.
Maintained friendly and professional customer interactions.
05/2015 to 02/2016
Senior Account Executive Merchant Advanced Express – City, STATE,
Provided capital to business owners.
Designed and created weekly and monthly spending reports.
Coordinated with underwriters, lenders, loan managers and securitization teams to manage portfolios.
Analyzed legal documents, including wills, insurance policies and corporate contracts.
Analyzed utilization and capacity against performance goals.
Supplied necessary industry and market research to target new businesses.
09/2011 to 10/2014
Personal TrainerNew York Sports Club – City, STATE,
Folded towels, greeted people, scanned members in.
Assisted older adults with weight training programs by setting up equipment and providing detailed instructions.
Taught clients how to modify exercises appropriately to avoid injury.
Contributed to the operation of a clean, friendly and well maintained health club.
Recorded training sessions and maintained package rates for each client.
Encouraged clients to engage in group fitness classes and other activities in the gym to meet fitness goals.
Arrived on time, prepared and attentive for every training appointment.
01/2011 to 05/2012
Assistant to Owner Complete Care Medical – City, STATE,
Scheduled appointments and meetings
Handled all initial client concerns by answering questions and sending information as requested
Organized reports and memos by creating detailed spreadsheets
Assisted with calendar management and database management
Screened all incoming calls and visitors
Key Skills
Fluent In Spanish
Financial Modeling
Complex problem solving
Self-Motivated Professional
Sales and Marketing
Training and development
Prospecting and cold calling
Excellent Negotiation and Sales tactics
Highly proficient in Word and Excel
Financial records and processing
Contract negotiation/review/drafting
Education
Expected in 2015
No Certificate : Finance Coastal Carolina University - Conway, SC GPA: Completed 1.5 years and necessary courses towards bachelors/finance degree. Coastal Carolina Club Baseball Team Member.
Expected in 2015
No certificate : Finance Nassau Community College - Garden City, NY GPA: Completed 1 year, took necessary coursework to attain Bachelors/Finance degree in Math, Micro/Macro-economics and Spanish.
Expected in 2011
High School Diploma: Liberal Arts /Finance Cold Spring Harbor Jr. Sr. High School - Cold Spring Harbor, NY GPA: Completed coursework in Math , Spanish and Economics.
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