Experience

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  Banco do Brasil Securities LLC

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Senior Operations Associate

    • Apr 2024 - Present

  • Operations & Projects Associate

    • Nov 2021 - Apr 2024

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  BCP Global

  • Miami, Florida, United States

  • Operations Manager

    • Sep 2018 - Nov 2021
    • Miami, Florida, United States

    Complete special requests on the IBKR’s platform such as: position transfers, margin and portfolio margin accounts, duplicates, beneficiaries Negotiate process improvement between the RIA and the custodian (IBKR)Explain investment strategy and statistic reports to clients and financial advisorsDistribute, summarize, design, and translate quarterly investment reports, while also updatingquarterly portfolios designed by BlackRockGenerate compliance reports for internal and external audits of company data and client accounts with a 97% error-free resultReview compliant-oriented company messages to investors on social media platforms andmarketing communicationsDrive daily operations for teams across the Investment, Marketing and Customer Care departmentsBuild strategic relationships with providers and institutionsPresent investor reports of company growth, business development, and forecasts Implement business and management principles involved in strategic planning and resource allocationHire team members and train them on leadership techniques, production methods, and efficient operationsAchieve 93% retention rate by upselling products such as loan on margin, increasing account value and buying power capabilitiesDeliver customer support, including customer needs assessment, meeting quality standards forservices, and evaluation of customer satisfaction.Analyze financial records to improve efficiency and evaluate sales team performanceDirect organizational operations, projects, and services with the sales team, marketing group and tech divisionDecreased administration costs by negotiating pricing and fees, while ensuring the continuationand enhancements of services

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  Boom White Box

  • Santo Domingo, Dominican Republic

  • Project Manager

    • Jun 2011 - Nov 2021
    • Santo Domingo, Dominican Republic

    Architectural Design, Urban Planning, Illustration and Photography Consultant. Marketing, B2C, Media & PR Developer.- Lead monthly 3-5 architectural projects. Produce and revise blueprints. Propose interior design solutions and refurbishing ideas to clients. Optimize powerpoint presentations, analyze quote estimates reaching project demands. Gather market research information. Project management: contractors, engineers, and planning departments. Staff supervision and team motivation. Project delivery to final customers.- Active prospect 2-3 new clients on a weekly basis. Inspect regularly constructions to check progress. Corporate image development: logo design, templates design, social media management.Service customers with client-focused approach on Interior Design Consulting needs.- Design marketing plan to develop sales.- Generate brand awareness, promotion and sales of design products through social media platforms targeting local potential clients.

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  Spazio Tuo

  • Miami, Florida

  • Client Advisor

    • Jul 2017 - Aug 2018
    • Miami, Florida

    - Service customers with client-focused approach on Interior Design Consulting needs.- Draft a marketing plan to develop sales in collaboration with the SBDC.- Generate brand awareness, promotion and sales of artisanal products through social media platforms targeting local potential buyers with interest in handmade home decor items.

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  Simple Solutions FS

  • Miami, Florida

  • Business Development Executive

    • Sep 2016 - Jul 2017
    • Miami, Florida

    - Register the company for government bidding in RFPs under the department of State, Local Government, and Education (SLED). Delivering weekly bids, prospecting new clients, 85% conversion rate.- Design a marketing campaign with a 360 approach: from client approach to social media platform strategy.- Develop a business plan allocating capital resources obtained from income and request loans to invest in government projects for the SLED market.- Prioritize budgeting decisions using key approaches and techniques to estimate cost-effective investments.

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  Bticino

  • Dominican Republic

  • Client Advisor & Luxury Sales Associate

    • Nov 2012 - Dec 2015
    • Dominican Republic

    - Generate and increase annual revenue by 18%, exceeding monthly goals. Direct in average 8 projects per week offering products with a B2B approach; while improving productivity and efficiency in sales. - Strategic planning to introduce new product market segment. Negotiated contracts with ocean carriers and US transportation companies to reduce operation cost by 20%. - Perform on-site projects visits implementing Business Development skills through product specification.- Organize work orders, invoices & reports weekly demonstrating progress and efficiency with reported a 98% error-free monthly rate. - Strong relationship management with clients through project completion, follow-ups and follow-through skills.- Guide a team of weekly operations on existing customer service accounts, presented orders, and generated new accounts by planning and organizing daily work schedule calling existing or potential sales outlets and other trade factors. - Resolve customer complaints; present solutions; prepare reports; present output to management. Staff supervision and follow-ups. Manage large-scale implementation of CRM Salesforce system; implement requirement documents, in team of 8, conduct demos to over 30 business managers and key investors. - Mentor in collaboration with faculty members on educational centers.- Instruct new personnel on luxury sales in Costa Rica, Ecuador, Guatemala & Dominican Republic: Attended educational workshops; reviewing publications; networking.- Conduct market research on risk.- Led quarterly social events addressing influencers in PR activities with clients: launched brand events, organized lunch meetings with clients and suppliers, promoted luxury brands.- Serve as a key liaison to luxury segments supporting the local market. - Key Responsibilities: daily call reports, weekly work plans, monthly and annual sales and territory analysis.

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  3TI Progetti Italia

  • Milan, Italy

  • Architect

    • Jan 2010 - Jun 2011
    • Milan, Italy

    Architect on Urban Planning and Architectural Design for projects in Italy and the EU. Urban Planning and Digital Drawing.-Present project proposals including: private and public sectors.- Design urban-impact projects in Europe, budget analysis and cost estimate. - Wrote descriptive texts and reports for project proposals & edited content and layout design of display panels. Model Architectural & Graphic design in 2D, 3D graphics and model building.- Reporting and project development through Internet/Intranet usage with remote team members in Rome.

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  Selman & Asociados Arquitectura

  • Santo Domingo, Dominican Republic

  • Architect

    • Aug 2007 - Aug 2008
    • Santo Domingo, Dominican Republic

    Digital Drawing. Contributor at the design of residential projects and golf club houses.