Management & Business Development Resume Samples
Director of Operations
Senior Vice President
Chief Financial Officer
Chief Operating Officer
Cynthia Guzman - Marketing Analyst Resume Simple
I am a highly motivated individual with a strong background in the financial services industry. I have a proven track record of success in the areas of finance, accounting, and operations.
planning, training, management, advertising, sales and, budgets
planning, securities, outside sales, estate planning, insurance, award, series 6
Sales and marketing planning, budgeting, and training for the senior management team. This includes the creation of a new advertising program, and the development of a new promotional strategy.
Create and maintain budgets for all new and existing customers. Review and approve all customer orders. Provide support to the sales team.
Responsible for the creation of a new product line for the company. Also, I was able to identify and implement a new process to track the sales of the products.
Managed the sales of the company, including the creation of a new customer base. Also, worked with the marketing team to develop a new product.
Responsible for the development of the company’s annual budget and quarterly forecasts. This includes the creation of the annual operating plan and monthly forecast.
Successfully managed the company's largest customer account in the first year of employment. The company was a top performer in the region.
FINRA Series 7, 63, 65, and life insurance licenses. Sold and sold securities and products. Developed and implemented a comprehensive financial planning process.
Developed and implemented a comprehensive financial plan for clients through the use of a consultative approach to help them achieve their financial goals.
Ranked in the top 10% of the advisors in the country for the purpose of providing financial advice and guidance to the client base.
Achieved a top producer award for the year of sales. Received a promotion to the financial Analyst. My interpersonal skills and the ability to work with the clients.
Developed and implemented a comprehensive financial plan for a client base of over 100 clients. The first year of the company was sold to the firm.
Created and maintained client relationships and financial plans. Provided investment advice and guidance to clients. Managed and developed a team of advisors.