Global Operations Management ￨ New Business Development ￨ Contract Negotiations

Strategic Analysis / Planning ￨ Trends Tracking ￨ Budget Control ￨ Expense Management

Asset Management ￨ Financial Control ￨ Public Finance ￨ Construction / Development ￨ Real Estate

Highly Accomplished Leader who drives companywide growth, creates targeted initiatives, provides world-class products / services, and cultivates a strong company image with superior quality. Top Performer who offers solutions-centric critical thinking for insightful, change-oriented results to align with a company s vision, value, and goals. Out-of-the-Box Thinker who rises above domestic and / or international business challenges to improve the bottom line and achieve winning outcomes, including quickly adapting to evolving scenarios. Bilingual Communicator (English / Spanish) who develops synergistic relationships with cross-geographical executives, business teams, and clients of diverse cultural, ethnic, and socioeconomic backgrounds, and who leads multidisciplinary peers by example and with ethics and integrity.

Core Competencies Include:

  Achieving multiple awards as a top producer for all previous employers.

  Driving strategic decision-making success in culturally diverse workplaces.

  Exhibiting recognition as a quick study who rapidly picks up new concepts.

  Cross-functionally collaborating with peers to deliver high-quality products / services.

  Actively upholding cutting-edge business skills and up-to-date industry trends awareness.

  Providing hands-on executive support always willing to go the extra mile to surpass the status quo.

Interamerican University of Puerto Rico, Arecibo, Puerto Rico

Undergraduate Studies in Economy & Finance

Instituto de Evaluadores de Puerto Rico

Basic Appraisal Principles & Procedures

National SAFE MLO Certification & License (In Progress)

Series 7 Certification / License (Since 1996) NASD ￨ Real Estate Certification (Since 1995) Puerto Rico

Baseball Analytics Certification (In Progress) Sports Management Worldwide (SMWW)

Baseball General Manager & Scouting Certification (In Progress) Sports Management Worldwide (SMWW)

Microsoft Office (Word, Excel, PowerPoint, Outlook) ￨ Bloomberg ￨ Reuters ￨ MarketAxess ￨ Tradeweb

Morgan Stanley, Xxxxxx, XXXXXX

(2010 2017)

Executive Director

Capitalized on the opportunity to lead forward-thinking oversight of a large-scale portfolio of top clients with $250+ million in assets under control, including aggressively targeting banks, insurance companies, family offices, and established institutions of $500+ million in capital to further drive business in competitive domestic and international markets.

Key Accomplishments

  Developed the only Institutional and Middle Markets Sales Group in the state of Xxxxxx.

  Consistently recognized for excellence with multiple productivity and production base awards.

Merrill Lynch, Guaynabo, Puerto Rico

(2006 2009)

Senior Vice President

Strategically steered profit-oriented operations while managing a clientele of $125+ million within the highly competitive Puerto Rico and Caribbean markets. Exhibited strong investment banking knowledge with an emphasis on public finance.

Key Accomplishments

  Named as Merrill Lynch s designated spokesperson for Puerto Rico.

  Recognized for multiple years as Puerto Rico s and the company s Top Producer.

  Noted as one of the Top 40 Under 40 executives in the firm, as well as across Puerto Rico.

UBS, San Juan, Puerto Rico

(2000 2006)

Senior Vice President

Utilized broad scope of industry knowledge toward developing and managing a large-scale portfolio of Puerto Rico-based clients, including supporting individual and small corporations with assets under management of $110 million to align with strategic objectives. Spearheaded trust and development of a mutually beneficial alliance between UBS and First Bank to establish a successful strategic partnership between both firms with $500+ million from client assets.

Key Accomplishments

  Served as a special executive-level advisor to San Juan- and New York-based senior management.

  Honored with multiple awards, including a Chairman s Award, as well as President s Club status.

Schering Plough Products, LLC, City, Puerto Rico

(1993 1995)

Pharmaceutical Sales Representative

Maximized bottom-line results by promoting the sale of a quality-focused company product line among top medical doctors, pharmacies, and providers, including coordinating and planning activities with physicians to promote products. Comprehensively introduced new products and / or strategies within insurance and pharmacy formularies.

Key Accomplishments

  Recognized as one of the company s youngest and fastest-growing representatives.

  Developed profitable strategies to target new and established doctors and specialists.

Excellent Professional References Provided Upon Request

Date

Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am exploring a new career opportunity within a challenging [ Insert Job Title ] role, and I believe that I can make a positive contribution to your bottom-line performance.

To acquaint you with my background, I offer award-winning talents in Global Operations Management, New Business Development, Strategic Analysis / Planning, Trends Tracking, and Asset Management. I am also well-versed in Budget Control, Financial Control, Public Finance, Contract Negotiations, and Expense Management. Furthermore, I consistently achieve top-performing outcomes due to my superior skills in critical thinking, communications, workxxxxxxow prioritization, time management, and attention to detail.

To complement this experience, please note that I participated in rigorous Economy and Finance studies at the Interamerican University of Puerto Rico, as well as Basic Appraisal Principles & Procedures at the Instituto de Evaluadores de Puerto Rico. I am currently in the process of attaining National SAFE MLO Certification and License, as well as SMWW s Baseball Analytics Certification and Baseball General Manager & Scouting Certification.

Recently, as an Executive Director with Morgan Stanley, I expertly directed a large-scale portfolio of top clients with $250+ million in assets under control, including aggressively targeting banks, insurance companies, family offices, and established institutions of $500+ million in capital to drive growth within competitive domestic and international markets.

A sample of my accomplishments included:

  Developing the only Institutional and Middle Markets Sales Group in the entire state of Xxxxxx.

  Consistently achieving recognition for excellence with top productivity and production base awards.

As this is just an example of my abilities, please refer to my resume for additional leadership experience and key honors.

I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.

Sincerely,

Yyyyyy x. yyyyyy