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Financial Solutions Advisor Resume

White Marsh, MD


  • Microsoft Office Works Suite


Confidential, White Marsh, MD

Financial Solutions Advisor


  • Financial Sales / Marketing Development
  • Up - Sell/Cross-Sell Strategies
  • Investment Advisement / Financial Planning / Retail Banking
  • Customer Acquisition / Retention

Confidential, Forest Hill, MD

Regional Private Banker / Brokerage Associate


  • Retail Banking and Investment
  • Identify financial needs
  • Build new customer relationships ($250K +)
  • Support branch in achieving its customer retention, acquisition and growth goals

Confidential, Bel Air, MD

Financial Advisor


  • Devised and executed business development strategies to attract and acquire new clients
  • Analyzed client's financial needs and goals
  • Advised clients regarding the advantages and disadvantages of different investment strategies
  • Created, implemented, and continually reviewed a plan that included strategies designed to help clients pursue their goals

Confidential, Maryland



  • Responsible for creating and developing the business of importing, retail and wholesale operation for Handcrafted products from Central America
  • Developed new market in West Palm Beach, Florida - High end market
  • Increased sales - 90% in 2 years


Marketing and Export Director


  • Created one of the strongest liquor brands in Central America: “Flor de Cana Rum” (Brand development in 20 countries)
  • Increased liquor sales from 600K to 1.75M cases/yrs. in a 10-year timeframe
  • Created and develop all sales and marketing tools to assist the sales force with sales materials
  • New products development (85% of total sales)
  • Special Events design and coordination (Golf tournaments; Cultural Events; Concerts; Fairs; Tennis Tournaments; Base Ball and Soccer Leagues, among others)


Marketing and Sales Manager


  • Developed the most successful advertising campaign in the soap industry in Confidential Rica. This campaigned was used as a case study at universities in Latin America and Europe
  • Developed a horizontal distribution strategy, selling directly to retail stores and eliminating market control of wholesale customers
  • Increased sales by 60% in 2 years
  • Brand development in 8 countries

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