Cynthia Guzman - Marketing Analyst Resume Simple
SUMMARY
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.
SKILLS
  • planning, training, management, advertising, sales and, budgets
  • planning, securities, outside sales, estate planning, insurance, award, series 6
WORK EXPERIENCES
  • 2017-12-262017-12-26

    Marketing Analyst

    Capital One

    • 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‚Äôs 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.
  • 2017-12-262017-12-26

    Financial Advisor

    Covanta Energy

    • 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.