Work:
AEGIS CAPITAL
Portfolio Manager
TD BANK - Manhattan, NY
Relationship Banker
Citigroup Global Markets - Manhattan, NY
Licensed Banker
TMS HEALTH - Boca Raton, FL
Pharmaceutical Representative
JP MORGAN CHASE - Miami, FL
Licensed Banker
Education:
Florida International University
B.A. in Business Administration
Miami Coral Park Senior High
High School Diploma
Skills:
Licensed Series 7, 63, 65, 6, Life and Health insurance professional Progressively significant roles and achievements within relationship management, client services, and portfolio management Recognized for outstanding asset-based performance and client service Skilled in various sales methods, including P2P, B2B, cold-calling, lead generation/sourcing, and consultative sales Fully bilingual in written and oral Spanish