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Skills

  • Valid Oregon driver’s license
  • Account management
  • Persuasive negotiator
  • Currency and coin counter
  • Analytical problem solver
  • Customer satisfaction
  • International finance knowledge
  • Extensive personal network
  • Key account management
  • Business development and planning

Work Experiences

  • Met with National Business Development Managers one-on-one to identify selling roadblocks and provided advice, including performance reporting, on how to best address them.
  • Was given a regional branch recognition award for increasing sales by 11%.
  • Oversaw targeted training programs aimed at informing employees about product features and service capabilities.
  • Efficiently resolved all vendor and account issues while exceeding sales quotas by 6%.
  • Was in charge of overseeing and evaluating the activities of 6 external investment advisors.
  • Oversaw the company's $11 budget by creating a complex financial model that tracked and validated expenditures.
  • Was in charge of a variety of accounting transactions.
  • Worked cross-functionally with headquarters, regional, and other teams across the country to ensure that the message and experience were consistent.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 14%.
  • Revenue models, process flows, operations support, and customer engagement strategies were all under my control.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Excellent ability to communicate, make decisions, and plan.
  • Strengths in data analysis and quality assurance backed up by Banking and Financial Services training.
  • Outstanding quality assurance knowledge and demonstrated leadership, persuasion, and presentation effectiveness.
  • Banking professional with 13 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Outstanding communicator who is fluent in Portuguese and knows how to deal with employees, vendors, and partners.
  • Dedicated to making significant contributions to the team and establishing a career in investment banking.

Accomplishments

  • Formulated and executed pricing strategies yielding a $161,000 increase in gross profit margins across key product lines in 2021.
  • Developed a multi-year business expansion plan, reaching $13 in new revenue streams and penetrating 8 new markets.
  • Collaborated with team of 14 in the development of initiative.
  • Managed a national business portfolio valued at $8, consistently achieving 81% above annual sales quotas.
  • Promoted brand visibility by leading nationwide marketing efforts, which resulted in 16 new business acquisitions and a $11 revenue boost.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Designed market entry strategies for the Northeast, resulting in $12 in new sales and a 33% improvement in customer acquisition.
  • Increased sales 13% over two years.
  • Forecasted and surpassed sales targets by 43% within 2 months through data-driven decision making and a focus on high-conversion markets.
  • Led a cross-functional team to introduce new digital sales tools, improving lead conversion rates by 78% within 16 months.

Affiliations

  • National Contract Management Association (NCMA)
  • Partnership for 21st Century Sales Strategies
  • Institute for Sales and Marketing Management (ISMM)
  • Society of Women Engineers
  • The Strategic Account Management Association (SAMA)
  • Association of Information Technology Professionals
  • Sales Management Association (SMA)
  • Association for Strategic Planning (ASP)
  • Lions Club
  • Institute of Sales Management (ISM)

Certifications

  • Certified Leadership and Management Professional (CLMP) - initiative
  • Six Sigma Green Belt Certification - ASQ
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA)
  • Advanced Negotiation and Influence Certification - initiative
  • Certified Strategic Planning Professional (CSPP) - Association for Strategic Planning
  • Salesforce
  • Certified Enterprise Risk Manager (CERM) - metric
  • Business Analytics Specialization - method
  • Certified Marketing Professional (CMP) - category

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