Yyyyyy x. yyyyyy

Las Vegas, XXXXXX xxxxxx ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Results-Focused Leader Committed to Exceeding Financial / Business Services Objectives with Ethics and Integrity

Dynamic Financial Services Professional who offers a proven record of attaining a competitive advantage within aggressive, evolving financial / ixxxxxxestment markets for insightful, client-centric results. Visionary Professional who rises above financial / business challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving scenarios to reach high profit and productivity levels, as well as independently resolving in-depth issues to boost success. Bilingual Communicator (English / Spanish) who develops synergistic relationships with cross-geographical decision-makers, financial / business teams, and client / customers.

Career Highlights Include:

  Driving financial growth by enhancing financial programs and / or processes.

  Excelling in autonomous and / or collaborative financial / business exxxxxxironments.

  Contributing talent in strategic analysis / planning and ixxxxxxestment / financial planning.

  Growing a competitive Latino Market and leading recruitment of Latino professional staff.

  Driving employee engagement and creating forward-thinking collaborations to meet goals.

  Enhancing the customer experience via proven communication and interpersonal relations skills.

  Creating and leading agent training / development programs to increase success rate and retention.

Financial Advisor

Capitalize on the opportunity to aggressively acquire new clients interested in blending their faith and finances. Prospect for new Christian-based clients to support individuals in reaching financial goals and living a generous life. Assist church organizations in structuring 403(b) plans and additional ixxxxxxestment strategies to meet objectives.

  Delivered solutions-driven financial classes to local churches and non-profits.

  Continually connected with the community to seek NPOs in need of financial services.

Financial Advisor, Glendale, CA (2015)

Strategically steered development and implementation of a results-focused, client-centric financial plan, including properly identifying and escalating key issues at introductory meetings. Developed ixxxxxxestment strategies to meet short- and long-term financial objectives for clients while identifying new opportunities in collaboration with attorneys, CPAs, and private bankers. Applied experience with asset allocation ixxxxxxestment management models.

  Expertly won new business by performing strong closing presentations.

  Exhibited skill with equities, mutual funds, fixed income, and retirement accounts.

  Created a referral pipeline in collaboration with Centers of Influence throughout relationships.

Senior Associate Latino Market, Glendale, CA (2014 2015)

Utilized broad scope of industry knowledge toward creating a large-scale pipeline of Latino agents to join New York Life Latino Market initiative within the fastest growing New York Life office. Collaborated with Managing Partner, Field Director, and Corporate Latino Market Team to develop a Latino Market recruiting plan. Continually communicated complex data to the community for awareness of individual or business owner options.

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Page Two ￨ (xxx-xxx-xxxx ￨ abc@xyz.com

Senior Associate Latino Market, Glendale, CA (continued)

  Grew Latino Market to 45% of total agent population at Top 5 companywide offices.

  Increased Latino agent population 200%+ by leading a brand new office recruitment plan.

  Created and led agent training / development programs to increase success rate and retention.

Financial Advisor, Las Vegas, XXXXXX (2008 2014)

Contributed sharp analytical abilities toward developing and implementing a client s financial plan to properly identify and escalate key issues at introductory meetings and perform closing presentations to generate new business. Led business development with CPAs, attorney, and private bankers to create new client opportunities.

  Upheld a comprehensive understanding of products, procedures, and services.

  Met short- and long-term client objectives by developing sound ixxxxxxestment strategies.

  Offered talents in SEC and FINRA regulatory requirements, internal brokerage, and insurance policies.

Loan Officer

Played a vital role in analyzing clients financial status, credit, and home evaluations to determining feasibility of granting loans. Compiled clients credit histories, corporate financial statements, and other time-sensitive data.

  Continually demonstrated a superior understanding of various types of loans and credit options.

Master of Business Administration (International Business Emphasis)

Bachelor of Arts in International Business

Global Latina Leadership Fellow Program

Series 7 License ￨ Series 66 License ￨ Life & Health

Candidate, Certified Financial Planner Exam (Projected 11 / 2017)

Board Member, United Latino Fund (ULF) (Since 2016)

Board Member, Human Services Association (Since 2016)

Excellent Professional References Provided Upon Request