General Manager Financial Planner
Resume:
Faride Sisniega
Financial Professional
Experience
**/****–Present
Financial Planner• San Diego, CA • Expert Agents LLC 01/2023–Present
Tax Expert• San Diego, CA • Intuit
~ Expert Advisor for both current companies. Responsible for retaining and management relations, advising them and carrying out client financial goals and responsibilities. I am also responsible for managing a minimum of 10 agents at any given time, meeting deadlines and increasing customer and employee loyalty.
05/2010–04/2015
General Manager• Rancho Cucamonga, CA • Nuvision Energy Solutions 1/1998–05/2010
Financial Rep/Teller• Hesperia, CA • Union Bank
~Responsible for creating sales systems and procedures in the two most recent companies. I was responsible for doing my own research to effectively and analytically resolve day to day issues in such a high demanding environment.
~At Union Bank I was responsible for building rapport and making clients feel comfortable, so they opened new accounts and increased the deposits of the current ones.
~Self-starter who uses tact and good judgement on the most intricate situations and to reach company goals. Effectively resolved problems and assisted Supervisors with their own situations.
~Responsible for new account acquisitions.
~Experience in training and developing at times up to 25 agents and representatives to sell Life insurance and Retirement accounts.
~Accomplishments include Top Producer, Top Leadership and Personal Developer Awards for most of the years involved in Financial Services.
~Ability to work independently and in a team environment.
~Adapts to stressful situations and new challenges
~Effectively works with numbers and software in the banking sector 27730 Hollyoak Way
Menifee, CA 92585
********@*****.***
Education
Professional Experience equivalent to a Master’s Degree in Personal Finance, Financial Management and Business Start Ups with Marketing and Sales concentration.
Kaplan University, San Diego, CA
Life, Health and Continued Education
Chaffey College, Rancho Cucamonga, CA
I did two certifications while in College. One was Small Business Management which has helped me in my Financial Career and the second one was in Pattern Making which have given me the structure ability in my Professional life.
Riverside teller School, Riverside, CA
Had an intensive Bank Teller course and was certified with the highest honors. I followed this with Union Bank specified Financial training while early in my career
Communication
As one of my strengths, I have been in communication with clients and officials for the majority of my career. I am bilingual in both English and Spanish. I can fluently understand the cultural practices of how these clients handle their money and investments. I can effectively communicate with any type of client, large or small as I have been involved in Middle Class transactions all the way to Billion Dollar Acquisitions.
Leadership
Extensive Leadership Skills. As a Leadership Developer I have experience in dealing with high stress situations and Solutions. My skills go beyond encouragement, they have been utilized to lead large groups into becoming self-sufficient, believing in themselves and taking their goals to the finish line.
References
[Available upon request.]
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