I am an energetic, disciplined, type 'A' personality kind of person. I am a creative, experienced, hard working, leader and team player. I speak and write Spanish and English fluently. I am seeking a position where I may be able to use both languages (though not a requirement), would love to incorporate travel into the position, and be able to manage, train and inspire people to maximize their potential and reach their goals!

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	4/2004 - Present

SCHOOL	MAJOR	YEAR	DEGREE
University of Northern Colorado	International Business	1998	Bachelor Degree

Highlights:

I have been a financial advisor for almost 10 years. For the better part of that I have been self employed, working on commission only. My career has entailed diverse areas, from developing my own book of clients, while marketing to new and existing, servicing exisiting accounts and inherited ones, as well the management of funds.My goal with each client is to develop a full financial plan, to set up a budget, a savings plan, retirement plan, life insurance, and any other needs that arise with each case. What I am most proud of is that I have lost 2 clients overall, in these 10 years, and one was due to not understanding the markets *his statement* and the other one was because she got married and moved, and thus consolidated her accounts with her husband. I pride myself in educating and training each client so he, she or they, understand what is and does happen in the markets, including our not so fun years of 2001 and 2002 (mostly).Thank you for your time.

Companies I like:

ATP or WTA, USTA, Google, Coors, Focus on the Family, Goldman Sachs, others

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership
Bilingual - Spanish
MS Office (Word, Excel, PowerPoint, Access)

• Vice President
• Director of Sales
• Manager
• Chief
• VP
• Trainer
• Wholesaler
• Management
• Bilingual
• Spanish

I have been actively working with out higher ups at the broker dealer I work with (FESCO) in order to help develop and expand the product base we currently offer. This is in an effort to expand my/our vision of us becoming a full service brokerage firm. Another area is assisting, indirectly, in speeding up the underwriting of Foresters' life insurance products by being in constant communication with upper management and the underwriting team.