Luis Giovanny Perez
To be able to complete analysis research on policy and business scenarios in an effective and creative way. Furthermore, to then be able to provide insight into the ever changing behaviors of the financial markets.
Rutgers University, School of Arts and Sciences New Brunswick, NJ
Bachelor of Economics and Minor in Business Administration
February 2017 - Present TD Bank - New Providence, NJ
Process financial transactions in an effective manner on a consistent basis thus guaranteeing exceptional experiences for our clientele.
Evaluate client profiles within a limited time frame and recommend financial services that will help them earn more monies and save them time.
Engage with clients and provide them solutions to their short and long terms financial goals through effective questioning.
Developing strong business relationships with our clients in the community by volunteering my time for different causes and initiatives.
Ensure that the quality of service is exceptional on a consistent basis.
September 2013 – Present Smart Trucking Services - Newark, NJ Customer Service Representative
Initiated a new strategy surrounding the improvement of quantity and quality of client referrals.
Effectively worked with office manager in using tools such as Excel, GRETL, Quick Books, and MATLAB to reconcile balance sheets and update client lists.
Executed on site meetings with clients in and out of state to help expand the business.
Manages distribution of 100+ containers weekly as the house carrier for Hapag Lloyd.
Manages and supervises 25+ employees’ daily routes by ensuring we are utilizing an effective logistics strategy.
Fluent in Spanish, Microsoft word, Excel, PowerPoint, Gretl, QuickBooks
224 Columbia st
Dunellen, New jersey 08812
Smart Trucking Services
54 Toler Place
Newark, New Jersey 07032
19 central ave
Wayne, NJ 07470