Financial Specialist

CARLOS

RODRIGUEZ FINANCE & OPERATIONS

OBJECTIVE

Given my background and experiences, I have been exposed to several aspects of managing and operating successful businesses. I pride myself in being an effective and efficient problem solver. The reason for my change in career path is solely because I know that I can offer so much more knowledge and assistance on a bigger scale. I want to belong to something much greater and expose myself to more challenging tasks. I’m a quick learner and adapt very well to any given environment.

CONTACT

PHONE: 619-***-****

WEBSITE:

https://agents.allstate.com/coastline-fin-- ins-solutions-llc-san-diego-ca.html

EMAIL: **********@***.***

HOBBIES

Building Community/Volunteering Baseball

Outdoor Adventures

Fitness

EDUCATION

California State University, Northridge

2009 - 2011

Bachelor of Science in Corporate Finance

Excelled in academics while competing on the Matador Baseball Team

Southwestern Community College

2008 - 2009

Acquired many skills, tactics and knowledge required to successfully transfer and implement at the University level.

WORK EXPERIENCE

Coastline Financial and Insurance Solutions, LLC

Agency Principal

12/2018–Present

Successfully operating an Investment and Insurance practice that’s current Book of Value is over $1.25 million in earnings. In my first year as agency principal, not only did I grow the office production by 24.35% but also managed a staff of 5. Other responsibilities included successfully forecasting and analyzing market trends and data as well as implementing new strategies and being able to adapt to the needs of the industry. All while increasing customer satisfaction to a 91%.

C&C Fitness, LLC

Owner

9/2015–Present

Manage all financial and operational aspects of the corporation. Some of the tasks included: budget analysis, calculating expense ratios and profit margins, and forecasting revenue. The biggest accomplishment is the ability we had to develop a loving and sharing community of likeminded individuals.

Foresters Financial

Financial Specialist

4/2012–11/2015

Consulted many companies and individuals to solve long-term and short-term financial concerns. Assisted in taking complicated financial problems and implementing strategies depending on each firms’ goals. In many instances, I was required to give large presentations to assist in the implementation process of the new financial plans. More importantly, I was able to build strong relationships that have paved a way to me excelling in both a professional and personal manner.

SKILLS AND ADDITIONAL INFORMATION

Currently Hold Series 6 and 63 Licenses, Property and Casualty License, Life and Health License.

Bilingual – Fluent in Native Spanish

Proficient in Microsoft Office, Google Documents and many other financial management software’s.

Contact this candidate