TECHNICAL SKILLS
- Microsoft Office Works Suite
PROFESSIONAL EXPERIENCE
Confidential, White Marsh, MD
Financial Solutions Advisor
Responsibilities:
- 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
Responsibilities:
- 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
Responsibilities:
- 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
Owner
Responsibilities:
- 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
Confidential
Marketing and Export Director
Responsibilities:
- 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)
Confidential
Marketing and Sales Manager
Responsibilities:
- 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
