Business and Marketing Analysis, planning strategies, critical thinkin

Alma Catalina Stern E-mail: ***********@***.***

Simi Valley, CA 93065 Home/Cell: 805-***-****

CAREER SUMMARY: Seeking a supporting financial position (not commission based) utilizing my strengths in: analysis, research, financial modeling, strategic planning, budgeting, cash flow, breakeven analysis, forecasting, marketing analyst/management, financial management in investments, life solution products, retirement planning, business development, project management, which have all been components in the last 10 years work experience. QUALIFICATIONS

Executed successful market research/analysis using primary/secondary data, qualitative/quantitative techniques, financial modeling, tail-end events strategic planning, business complexities/solutions

Strong understanding all aspects of financial planning/ markets/products; SEC and banking experience

Effective sales experience creating financial/investment, retirement, life plans and portfolios; customer relations experience (managed expectations, conflict resolution, flow of information)

Efficient with MS Office Tools, Outlook, Spherical, Database Research, BI, CRM, SAS

Strong writing, communication and leadership/team skills, successfully manage deadlines

Successfully consulted to businesses creating business and comprehensive marketing plans with financials, budgeting, cash flows, operating expenses, planning efficiencies, docs for lending purposes

Helped launch Start-up businesses in retail (restaurant, women's apparel and non-profit (healthcare), marketing, logos, trade shows, direct mail, presentations, newsletters,

Successfully partnered with Centers of Influence (intellectual/estate planning attorneys, CPA's, etc.)

Successfully managed Intellectual Property attorney's office, and assisted in brief writing

Aerospace Engineering/Contracts experience/testing/reports (4+ years)

Fluent Bilingual (Spanish)

EXPERIENCE

Lincoln Financial Advisors August 2015-Present

Financial Planner Assistant

Financial modeling, retirement and investment analysis

Product research in finding client solutions (investments, retirement, insurance, group plans, etc)

Portfolio trades and investment reports

Cash flow reports & CRM database

Client review documentation and schedules

Signature Estates and Investment Advisors (Signator Inc.) April 2015-July 2015 Advisor Associate

Supported 3 million book of business for

Senior Partner with client portfolios

Analyzed daily cash flow reports

Made portfolio adjustments in client reviews

Prepare materials for client meetings (working with 401k, Simple IRAs, etc) JP Morgan Securities Sept. 2012 - Oct. 2013

Vice Pres. Investments - Financial Advisor Associate

Deepen the banking client's relationship

Analyze, assess financial goals, objectives, budgets and time horizons

Find solutions to meet clients' needs, procure financial vehicles, financial portfolio modeling

Research, analysis, create and manage client investment expectations Merrill Lynch Aug. 2008 - March 2012

Financial Advisor

Marketed my abilities and built my client book of business

Successfully created and built relationships with Centers of Influence

Research, analyze, create and manage investment portfolios

Assess client investment and budgeting needs, manage expectations

Find solutions for client financial goals through financial modeling Alma Catalina Stern Page 2

Brooks Institute, Santa Barbara, CA April 2006 – Nov. 2007 Adjunct Marketing Instructor

Formulate and create course description, lessons, PowerPoint and testing materials

Formulate grading criteria based on rubric scale

Track attendance and other administrative duties

Created a five (5) course business module and curriculum, with capstone course

Instrumental in new logo choice

A. C. Stern, Business Consultant, Conejo Valley Jan. 2005 – April 2015

Analytically and objectively assessed the business goals and objectives, issues and obstacles

Researched issues and problems through historical data using primary and secondary data o Conducted competitive market intelligence; market share, competitors, projections

Effectively defined business/marketing plans with analysis of financials o Developed brand management tactics, tactical marketing, and sales strategies o Created controls and evaluations of the marketing and sales strategies o Created deliverables for attaining funding

California Lutheran University, Thousand Oaks, CA Spring 2004 Team leader on Research

Participated in venture to create an online MBA program; analyzed the competitive landscape

Researched and analyzed different business models to determine best fit

Established statistics on attrition rates, reasons for attrition, and student enrollment in similar programs

Analyzed demographics and diagnosed comparable costs structures

Formulated findings for viability of online program, which was effectively launched EDUCATION

California Lutheran University, Thousand Oaks, CA

M.B.A., International Marketing, Sigma Beta Delta

B.S. Business Management/Marketing, Magna Cum Laude, Sigma Beta Delta Pierce College, engineering emphasis

Series 7, Series 66 Licenses

California Life and Health Insurance License

Kaplan CFP courses

OTHER AFFILIATIONS

Sigma Beta Delta International Honors Society

Alpha Gamma Sigma Honors Society

CLU Outstanding Departmental Distinction (2003, 2004)

American Marketing Association member

NSHMBA member

Los Angeles Marathon Member

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