Information Technology Service

OSCAR APOLO

*** **** *** ****** *** **, New York, NY 10033 C: 917-***-**** H: 646-***-**** *****.*****.***@*****.*** EDUCATION:

SUNY College at Plattsburgh; Bachelors of Science, AACSB Accredited, Plattsburgh, NY 2011 -2015 Majors: Business Administration, Management Information Systems Minors: Business Analysis, Global Supply Chain Management, International Business, and Spanish Syracuse University; Masters of Science, Present

Majors: Business Analytics

WORK EXPERIENCE:

Strategic Funding, Manhattan, NY

Renewal Account Executive June 2017-Present

• Provide service and information to clients regarding outstanding balances, payment history and potential for renewals

• Manage multiple accounts, cross sell financial products and retain current merchant relations

• Collaborate with clients and colleagues to influence support for mutually beneficial outcomes and achieve consensus

• Optimize client profitability and develop various pricing proposals and strategic growth plans

• Maintain a database in order to evaluate and update client portfolios via Sugar CRM and Platform CRM Bizfi, Manhattan, NY

Account Executive October 2016- June 2017

• Educated and discovered client needs for capital and evaluate all aspects of their business

• Maintained and grew relationships with business owners and provided consultation and service to business owners through the U.S

• Developed and managed portfolios with multiple financing options

• Sold and achieved assigned sales and met all profit growth goals by providing various financial products to business owners in need

• Maintained a database in order to review and update client portfolios via Salesforce Primerica, Inc., Totowa, NJ

Financial Service Representative January 2015-October 2016

• Focus on educating middle income families on our services using various marketing techniques and sales tactics

• Set- up appointments for potential clients and offering services that might be beneficial to their financial stability

• Sell life insurance policies as well as assist in setting up retirement accounts, annuities, mutual funds, and other programs available SUNY Plattsburgh University LITS (Library Information Technology Services), Plattsburgh NY Service Catalog Development/Management Intern August 2015-May 2015

• Learned Information Technology Service Management Fundamentals

• Familiarized with Service Blue-Printing

• Formulated Process Flow Diagrams with Draw.io and Lucid Chart

• Gathered project requirements and perform needs assessment research to create service catalog item entries NYC Department of Environmental Protection, Flushing NY Bureau of Engineering Design & Construction/ Contract Support Unit Intern July 2015 -August 2015

• Accessed database to enter consultant contract term sheets as data entry forms

• Contacted Accountable Managers and Contract Preparer’s for missing information to be allocated into the database

• Used company's database and APT (Automated Procurement Tracking) System to allocate/migrate original and latest amended consultant and construction management contracts to be uploaded into e-Builder Construction Management Software The Royce Funds (Royce & Associates), Manhattan NY Intern December 2014 -January 2015

• Gathered requested research data including holders, advisors, etc. on various securities via Bloomberg Terminal

• Organized physical and electronic files into their proper folders and directories by scanning and re-locating

• Polled 50-80 brokers via phone to verify and update their contact information for end of year auditing purposes SKILLS:

Proficient in Microsoft Office Suites, Adobe-Photoshop, Adobe Illustrator, Fluent in Spanish Knowledgeable in Visual basic, Lucid Chart, Teradata, Bloomberg, Salesforce, Sugar, Platform

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