Miguel Arjona-Rodriguez
Marketing Director at O'Neill Asset Management- Claim this Profile
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English Full professional proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
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Credentials
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Insurance Consultant, Life
New York Life Insurance CompanyAug, 2020- Sep, 2024
Experience
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O'Neill Asset Management
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United States
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Financial Services
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1 - 100 Employee
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Marketing Director
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Nov 2022 - Present
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Operations Assistant
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Feb 2021 - Nov 2022
As a new business specialist my role is to direct the client through the onboarding process and get them set up as a new investor.With existing clients I serve them by focusing on making sure they have everything they need for any new accounts being established, transferring of assets, or additional funding that is being contributed to their accounts.My role also consists of setting up clients with the proper Life Insurance needed to protect their families or replace lost income.
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Immigrant Finance™
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United States
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Financial Services
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1 - 100 Employee
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Sales Consultant
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Mar 2022 - Present
My role here is to assist in outreach to potential clients who are looking to take the courses offered at Immigrant Finance or Escuelas de Finanzas de Inmigrantes. Additionally, I help with the client relations of our spanish-only speakers who want to get involved in thinking about their financial futures here in the United States. My role here is to assist in outreach to potential clients who are looking to take the courses offered at Immigrant Finance or Escuelas de Finanzas de Inmigrantes. Additionally, I help with the client relations of our spanish-only speakers who want to get involved in thinking about their financial futures here in the United States.
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Founder
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Aug 2017 - Present
Digital Marketing agency helping small business owners increase sales and grow their brand online. Digital Marketing agency helping small business owners increase sales and grow their brand online.
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Bob's Discount Furniture
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United States
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Furniture
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700 & Above Employee
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Sales Associate
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Oct 2020 - Feb 2021
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Licensed Insurance Agent
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Mar 2020 - Feb 2021
Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.
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Loves Furniture
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United States
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Furniture and Home Furnishings Manufacturing
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Home Specialist
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Aug 2020 - Oct 2020
Company closed after filing bankruptcy in January 2020. Company closed after filing bankruptcy in January 2020.
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Art Van Furniture
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United States
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Furniture
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700 & Above Employee
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Sales Consultant
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Nov 2019 - Mar 2020
Due to an unfortunate bankruptcy, my career, along with 3,500 other Art Van employees were terminated due to the Covid-19 Pandemic and insufficient company funds. Due to an unfortunate bankruptcy, my career, along with 3,500 other Art Van employees were terminated due to the Covid-19 Pandemic and insufficient company funds.
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Barry County Road Commission
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United States
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Civil Engineering
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1 - 100 Employee
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Temporary Assistant
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May 2016 - Aug 2017
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Western Michigan University
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United States
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Higher Education
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700 & Above Employee
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Learning Community Assistant
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Aug 2016 - Jan 2017
Assist transfer students to acclimate and build relationships at Western Michigan University. Assist transfer students to acclimate and build relationships at Western Michigan University.
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Holiday Inn Express
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United States
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Hospitality
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700 & Above Employee
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Maintenance
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May 2014 - Aug 2014
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Roofer
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Jun 2011 - Nov 2013
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Education
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Western Michigan University - Haworth College of Business
Sales and Marketing Operations/Marketing and Distribution Teacher Education, Junior -
Adrian College
Psychology