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Sr Professional Executive with possibilities to growth with the company.
With great appreciation for managing organizational success, I am looking to place my skills and knowledge to fit this position and demonstrate my abilities to generate and bring a large volume of business.
Financial Manager, Branch or Department
About Me
Industry: |
Accounting & Finance |
|---|---|
Occupation: |
Financial Manager, Branch or Department |
Education level: |
Master |
Will Relocate: |
Yes |
Location: |
Spring, TX |
Work Experiences
5/2007 - 7/2008
ACTINVER-LLOYD FINANCIAL GROUP
Director / VP
- Promoted and provided financial plans and Real-Estate Portfolios as well as innovative concepts in the community of new Banking Products and Services. Broad array of trust and corporate services to clients worldwide, including the formation and administration of business and savings plans for our clients and their employees. Improved, designed and executed business development strategies to attract and acquire High net worth clients for the Brokerage, Mutual Funds, Retirement Funds and Money Exchange.
Manage directly 40 employees with 4 Managers (Brokerage, Mutual Funds, Money Exchange, Retirement plans) and an Administration Manager.
1/2006 - 4/2007
STANFORD FINANCIAL GROUP
Manager
- Visit Prospects and Bring clients from the Houston Area and the north of the Mexican Republic and Mexico City.
Give Advice to Prospects and Clients with Investments and Banking products and services. Organize and promote with important clients mergers - acquisitions and new projects of housing development in Mexico and USA.
2/2001 - 1/2006
