Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
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Executive Profile
Highly accomplished professional with knowledge of all sales processes, demonstrating solid analytical and team management skills. Knowledge on KYC and AML and regulations as well trends and issues. Proven track record of generating new business in and sales in Financial Product, Asset Management, Wealth Management, Private Banking and Retail through strategic negotiation while cultivating new relationships with key decision makers. Develops new client relationship, leading to out perform goals year after year in. Currently seeking a Sales Management or Risk Management position that allows adding value with my experience, knowledge and seniority by bringing 16 years of sales, business risk and management achievements in various market segments. HIGHLIGTHS Pro-active, extremely positive and have a `driver and achiever' mentality. Take Initiative to suggest ideas to improve process and prevent problems and/or blockages Know when to coach, inspire, motivate & communicate clear expectations. Able to recognize negative patterns to improve & obtain results in the team's drive. Display high integrity, honesty and professional ethics standards with company policies. Able to work with international environment and diverse clients and meeting cultures need by building new client relations. Pay attention to negative patterns to improve and drive for results developing others. Choose their team carefully looking for strength and focus on improving their weakness. Lead by examples and do more leading and less micro managing.
Skill Highlights
-Ability to prioritize multiple requests for information, while ensuring integrity, accuracy, completeness, and
timeliness of data.
-A proven ability to create and maintain good relationships with clients, co-workers, or any team on my
command.
-Excellent verbal, written communication, presentation and analytical.
-Margin Planning, Team Work Oriented, well focus and organized. -Pro-active, extremely positive and have a ‘driver and achiever’ mentality. Energetic, Dynamic & Self
Motivated.
ü Stress resistance, work under pressure, multi tasking, and fast learner.
-Take Initiative to suggest ideas to improve process and prevent problems and/or blockages.
-Know when to coach, inspire, motivate & communicate clear expectations.
-Able to recognize negative patterns to improve & obtain results in the team’s drive.
-Display high integrity, honesty and professional ethics standards with company policies.
-Able to work with international environment and diverse clients and meeting cultures need by building new
client relations.
-Pay attention to negative patterns to improve and drive for results developing others.
-Choose their team carefully looking for strength and focus on improving their weakness.
-Lead by examples and do more leading and less micro managing.
Core Accomplishments
Professional Experience
Team Leader, 2010 to 02/2015 Stryker Corporation – Minneapolis, MN,
Supervise and Lead Staff of 40 Financial Sales Team.
Focus on KYC and AML including US AML/BSA laws and regulations as well as AML trends and issues.
Oversea the Company-wide financial, administrative, sales, operation & client servicing.
Set up and control department budgets, Handle all controller, regulations & compliance responsibilities.
Ensure exceptional client service and the best use of the human resources.
Represent Carrelton Asset Management Fund among other investments products like Hedge Funds, Mutual Funds, Private Equity Funds and some other sophisticated investments products.
Execute several arbitrages trades and operations through new issues Bond.
Direct Financial Reporting.
Sales Director, 01/2006 to 01/2009 Kisco Senior Living, Llc – Escondido, CA,
Lead sales, marketing, client servicing and training staff on superior sales and customer practices.
Focus on KYC and AML with all clients including US AML/BSA laws and regulations.
Implement the customer process, product report and support for a tailored financial solutions ü Wholesaler in Charge of regional meetings in Latin America and Liaison with Carrelton Portfolio Manager.
Established new distribution channels in the region, support and training of the sales and compliance force.
Latam Citigold Team Leader, 01/2002 to 01/2005 CITIGROUP ASSET MANAGEMENT – City, STATE,
Active Sales and costumer service to the key countries of the Citibank Global Consumer Bank ü Coaching and continue sales & compliance training to La-Tam the Citigold Relationship Managers on offshore mutual funds.
Focus on KYC and AML including US AML/BSA laws and regulations as well as AML trends and issues.
Wholesaler in charge of maintaining existing asset base and strong market share vis-a-vis with my competitors Worked on the client retention strategies, conducting regional Citi Private Bank Clients Meetings, seminars and events around Latin America, New York and West Coast.
Close relation with clients in order to support and satisfied all financial needs.
Citigold Wealth Manager, 01/1999 to 01/2002 CITIBANK – City, ,
Assisted portfolio of 250+Clients totaling $XXXMM AUMS's ü AML and KYC Internal Certified.
Designed and implement marketing initiatives for affluent client, increase 70% in new clients and 100% increase in investment revenue.
Developed and implement asset allocation strategies to the Citigold clients and prospects.
Receive the 1999 / 2000 & 2001 top performer and producer of the year Award.
Promoted to Senior Financial Advisor.
Implement acquisitions afford to grow the client portfolio and investment revenues.
Strong and success sales and out perform year targets goals.
Education
MASTER: MANAGEMENT Miami /Fl, Expected in 2008 University of Miami - , GPA: MANAGEMENT Miami /Fl MASTER IN FINANCE
ü I.E.S.A. Ccs / Vzla
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