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| English, French and Spanish-speaking - Finance/Business/Marketing |
| Workshops |
| 03/15/06 |
Excellent background. Hard-working and competent. Experience on a global, national and local level.
Looking for a guy to pick up the phone and make the sales call? Used to cold-calling for a top investment house. Make warm and cold calls in the tech sales sector currently. Or perhaps you need someone who's smooth and polished both in-person and on the phone, accustomed to working with high-networth clients? Or maybe you need someone to hold down the fort while you occupy yourself with other things? Or you're looking for a multi-lingual team player to help you get the job done?
I can do it. Im flexible, easy-going - and add value to whatever it is I do.
PARTIAL CV
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Accomplished financial professional with track record of success in global relationship building, sales, trading, research, marketing and wealth management.
Expertise in communicating in a smooth, professional manner, complex concepts and products to prospects and clients.
Astute Problem Solver. Track record of initiating and deploying effective strategies to increase sales and build relationships.
Slashed expenses associated with 3rd tier revenue generating clients by segmenting client list and introducing wrap and annuitized products into their portfolios.
Reduced group exposure to legal issues arising from market volatility through suitability review of all client accounts.
Adept Communicator. Exceptional public speaking, writing, and inter-personal skills.
Pivotal role in developing literature and marketing material for corporate and private educational outreach program.
Conceptualized, prepared and presented client presentations and workshops to audiences of up to 75 attendees.
Fluent in English, French and Spanish. Working knowledge of German.
Universitι du Quιbec ΰ Montrιal, Montrιal, PQ Bac. Int. Ecole Nouvelle de la Suisse Romande, Lausanne, Switzerland
Professional Background
[most recent tech consulting firm], LLC San Francisco, CA 2005 - present
Sales
Sell technology training and consulting services to government, industry and retail clients; focus on Microsoft, Cisco and Oracle training and certification.
Negotiate pricing for GSA contracts, and arrange financing for retail clients.
[consulting firm], LLC Redwood Shores, CA 2003 - 2005
Sales Consultant
Consult on and sell to key executives professional services designed to change corporate culture as well as enhance individual and group performance.
Consistently secure interviews with key management for ICI principles, in order to close business.
[media firm], Oakland, CA 2002 2003
Multi-functional - Relationship Management
Responsible for institutional and individual advertising accounts for select Latin and European clients.
Central role in creating platform for expansion and expanding into new markets BBH presence and client base, through consultative selling, relationship building and development of French and Spanish language interfaces.
Co-ordinated new advertiser documentation and ad material; consulted extensively with existing clients on marketing strategy and ways and means to maximize exposure and increase business.
Identified core markets and agencies of interest for marketing and sales opportunities, based on regional characteristics, and growth potential.
Liaised with various internal departments as well as Billing/Data to ensure that discrepancies in client accounts were resolved quickly and efficiently; ad-hoc projects as necessary.
SunAmerica Securities, Inc, San Francisco, CA 2001 - 2002
Investment Advisory Services
Managed client accounts and relationships. Assisted terminated 401(k) participants with rollover, investment strategy and financial planning.
Responsible for tracking and trading individual equities for higher net-worth private clients, apprising them of significant news regarding positions and trades.
Prepared monthly Separate Funds Performance Sheet updates for corporate 401(k) clients, including preparation of fund exchanges within the program. Prospected for referrals and business both existing client base and cold leads.
CIBC Oppenheimer Corp., St. Louis, MO 1998 - 2000
Account Executive, Private Client Division
Managed client accounts and relationships. Identified, implemented and monitored strategic investments utilizing derivatives, equities and fixed income within specific parameters to achieve portfolio objectives.
Developed new business through various prospecting and qualifying techniques. Implemented consultative approach for client profiling and sales to determine cross-selling potential.
Actively solicited business from high net worth clients for hedge fund, off-shore and fee-based managed accounts.
Collected and disseminated institutional OPCO equity, fixed income and derivatives/options research for retail use.
Additional Training/Skills
CIBC Oppenheimer Corp. Account Executive Training Program May 1999 New York, NY
financial products, private client management, managed products, derivatives
Centro de Lenguas e Intercambio Cultural (CLIC), Certificate in Advanced Spanish - June1998 Sevilla, Spain
Spanish History, Classical Spanish Literature, Spanish Economic History, Hispanic-American Economic Development
Goethe Institut Montrιal, Certificate in German - July 1997 Montrιal, PQ
Experienced in a wide-range of DOS and Windows applications including Microsoft Office, Excel and PowerPoint. Working knowledge of Bloomberg, Morningstar, ILX, Vision 2020 and various other financial and internet research mediums.
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