Profile

Well season professional with a commitment to the highest standards of quality and proficiency. Proven ability to perform in fast-paced environments, manage multiple tasks simultaneously, and consistently meet critical deadlines. Record of outstanding interpersonal skills coupled with a proficiency in multiple technology platforms.

Key Credentials and Qualifications

Detail Oriented

Milestone driven professional with accomplishments in leading multifunctional teams in the development

Solid Time Management & Organization

Exceeding Challenging sales quotas and winning customer loyalty

Strong Analytical Skills

Outstanding marketing instincts

Resourceful problem-solving using advanced negotiation and presentation skills

Education

Bachelor of Science in Music Education

Wiley College, Marshall, TX 05 / 2002

Work Experience

Kraft 03/2013 - Present

Account Executive

Manage and build clients relationship identify, and qualify sales opportunities; via phone or customer visits.

To facilitate and perform safe productivity through the standards of FDA administered by Kraft Quality Assurance.

Control and record sells as well as customer relationships an estimated value of more than 96% negotiation and closing the sales process.

Preparation of proposals and technical Scopes of work (SOW)

ITP Mortgage Group, Carson, CA 02/2006 - 12/2012

Investment Consultant Manager

Train consultants how to assess clients’ investment needs to increase assets and product participation

Oversee over 92% account retention on clients that request withdrawals or transfers

Managed customer account needs and analyzed financial situation to uncover product or service needs resulting in $12.5mil in new assets and $2mil in managed accounts

Managed and enhanced relationships with branch clients, providing superior service and solution

Provided financial solutions and investment strategies to individuals and families, as well as small- to mid-sized businesses

Consulted in areas of retirement, estate planning, college funding, general investment options and risk management reducing risk profile 22% on average

AIM Tri-mark Investment Inc, Inglewood, CA 02/2008 - 8/2010

New Product Developer

Project manager in launch of AIM Tri-mark mutual fund products and services, responsible for product specification to all key areas

Analyzed/evaluated new product initiatives, present business case to management

Lead and implement the development of product specifications, oversee inclusion of product information into legal and regulatory documents, and implement marketing initiatives

Developed training presentations, Q&A, training materials, and developed and delivered Product Development mutual fund training course

Development mutual fund training course

Provided one-on-one mentoring through student counseling and guidance sessions.

Effectively managed relationship between internal departments and AIM Tri-mark’s top MGAs, brokers and dealers in new product development and launch execution

Cerritos Nissan, Cerritos, CA 08/2003 - 01/2006

Floor Sales Manager

Negotiated and closed purchasing contracts averaging over $175k in sales per month, which resulted in performance ranking in the top 5 among a sales team of 65 employees; promoted to Team Leader after only 18 months.

Effectively executed "Nissan's Twelve Selling Steps," which included creating client profiles, setting financial objectives, exude in product knowledge, and establishing exceptional client relationships that led to numerous business referrals.

Trained new employees in the BDC department in multiple aspects of policies and procedures.

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