Sign in

Social Media Life Insurance

Houston, Texas, United States
August 13, 2018

Contact this candidate


Kristy Limon

** ***** ***** ***

Magnolia, TX ***54


I am an entrepreneur with 15 years of experience in successfully owning and operating my own businesses. I have built multiple service-based businesses from the ground up that focus on customer-centric high quality services. My strong financial insight and experience enable me to balance growth, risk, and cost to achieve a profitable balance sheet while achieving high service standards. My passion for business growth extends beyond my own businesses where I have a long history of serving as a board member for several local and national organizations. I am a highly motivated and ambitious individual that is looking to broaden their professional experience.


Xplore CPT Travel Creator/Director

December 2017 to Present

Coordinate and plan all aspect of client trips overseas. Including securing new clients, determining their individual needs and budget, as well as following up to ensure customer satisfaction.

Create and maintain the website, social media and online advertising, and all financial aspects of the business.

Excel Enterprises Founder/Owner/Operator

March 2004 to Present

Excel Eventing Coaching Services

Provide performance based coaching and mentoring services to empower clients to reach their goals in a high-risk competitive sports environment.

Manage all business activities including marketing, client acquisition and retention, daily scheduling, website design and maintenance, and all day to day operations.

Manage all financial aspects of the business including banking, investing, billing, account receivables, and collections.

Excel Event Productions

Produce high quality athletic events that enable best in class competition and high quality service to all walks of life from international Olympians, weekend warriors, and aspiring kids.

Coordinate and lead volunteer staff to ensure low cost support of high caliber events that are well known for their excellent customer experience.

Conduct market research, advertise and solicit events, secure key corporate sponsors and donations, coordinate all vendor services, and all other event planning activities.

Manage all accounting and financial aspects of each business. This includes everything from daily expense management, website maintenance, social media presence, client billing, accounts payable, short/long-term capital investment, other routine accounting practices, and tax planning.

American Express Financial Advisors Financial Advisor

May 2001 to April 2003

Solicit new clients based on branding and personal reputation. Maintain those client relationships through personal contact and follow-ups.

Manage clients’ money and invest in the products that best suits their needs at the time, including (but not limited to) stocks, mutual funds, exchange traded funds, and life insurance.

As a Managing partner I was also responsible for the interviewing and hiring of new employees, as well as their initial training.

Other Involvement, Knowledge, Skills:

Former Series 6, 7 and 66 license holder

Awarded the top rider in a 5 state area for 3 years in a row from 2011-15

Board member of United States Eventing Association from 2005-2011, head of the finance committee

President of Greater Houston Combined Training Association for 8 years.

Volunteer work with local animal shelters for 6 years

Entrepreneurial and Self-motivated

High-level and Critical Thinking

Strong Financial Expertise

Problem Solving and Investigative Aptitude

Interpersonal, Relationship, and Team Building

Detail Oriented with a Strong Work Ethic


Masters Of Business Administration

Sam Houston State University

Presently attending

Bachelor of Business Administration in Finance

University of Houston - Houston, Texas.

May 2001


I have a passion for international travel and learning about other cultures. I have travelled all over the world, and I enjoy meeting new people.

References: Additional information and references are available upon request.

Contact this candidate