Experience

BMO Wealth Management - Canada

• Banking
• 700 & Above Employee

• Investment Specialist

  • Oct 2021 - Present



Old Navy

• United States
• Retail
• 700 & Above Employee

• Cash and Markdowns Lead

  • Jun 2018 - Sep 2021

  • Liaise with customers, management, and sales team to better understand and address customer needs and recommend forward-thinking solutions. • Manage a team of 3-5 people to improve customer retention, product sales, and staged-product visuals. • Maximize team knowledge and productivity by effectively training, monitoring, and directing employees in the application of best practices and regulatory protocols. • Increased performance by identifying areas in need of improvement, addressing employees or production issues directly, and implementing timely solutions. • Consistent in achieving store sales quota and increasing productivity over my entire employment span, serving the needs of more than hundreds of customers in a fast-paced environment. Show less



Claro RD

• Dominican Republic
• Telecommunications
• 700 & Above Employee

• Summer Intern

  • Jun 2017 - Aug 2017

  • Effectively managed the accounts of thousands of customers, mining data and submitting weekly reports. • Organized and entered data into Excel to model trends, conduct regional analysis, and identify key areas for customer retention. • Performed market research and developed recommendations to improve profitability. • Ensured timely and accurate research data to create representative graphs and charts to be used in product demonstrations and presentations to clients. • Developed teamwork relationships with various functional and servicing areas such as the customer retention department, the business intelligence team, and the Finance & Accounting department. • Participated in weekly team meetings to develop better plans and revise proper protocols to meet objectives. Show less