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Work Background
YelpStrategic Client Partner Director 4
May. 2018New York, New York- Develop and Manage Spanish Client Ads directly with CEOs of their companies.
- Implement Effective Yelp Marketing Strategies for Business Owners.
- Oversee the full sales cycle from start to close to acquire new business for Yelp’s advertising platform
- Manage a pipeline of 250+ current Yelp Advertising businesses
- Execute the selling of online ads on the Yelp SMB Network
- Prepare and deliver presentations by showing the value of Yelp - I work on boarding non english speaking SMBs by driving the adoption of the Yelp Advertising platform while driving client satisfaction that will increase the longevity of client spend.
- Have exceeded my sales quota month after month effectively by mastering Salesforce which has resulted in promotions and an invitation to LDP (Yelp Leadership Development Program) in under a year.
Up-sell based on new budget and customer forecasts needs new Yelp services.
S. W. FINANCIAL SERVICES LIMITEDBusiness Development Associate
Jul. 2017 - Apr. 2018Greater New York City AreaFocused on business development that primarily is targeted to the Hispanic Small business market regarding Health Insurance and Financial Planning in conjunction of a team that I work with. Would work with Pardot & Sales Force to create marketing plans in Spanish to attract and retain clients.
Obtained the AHIP Medicare Certification to discuss Aetna and United HeathCare Insurance plans.
HSBC Retail Banking and Wealth ManagementVP Premier Relationship Manager
Jan. 2016 - Jun. 2017WestchesterIn this position I managed the most important clients in our book with services that range from mortgages to retirement.
Key activities in this role were to be a key point person in developing a broad relationship with the international clients that HSBC serves and advise them on the financial needs that may arise.
We worked with a team of individuals that presented various financial solutions to our clients taking in consideration the various compliance and financial regulations that guide our industry.
JPMorgan Chase & Co.Chase Private Client Banker
Oct. 2011 - Jul. 2015New York CityWould work developing Strategies for affluent families ($250k - $5M) through out the CRM that was at my disposal at JPMorgan Chase. Through this process I would, depending on the needs of my clients, partner with some of specialist in: Home Finance, Business Banking and Chase Investment Services and present a solution to their needs. Would also assist with the Small Business Lending division creating short-term business loans based on receivables that would help business owners finance expansions, etc. In this position I would interact with very a successful and affluent client base where timely and orderly results along with privacy was always expected, therefore it required very good organizational skills. Knowledge of thorough banking regulations such as the SAFE Act, Reg. D, AML & KYC, among many others, were a requirement. These policies were of great use also because more than 65% of my clients were of International origin from Latin America & Europe where my Spanish and French languages knowledge would make communication easier for them.
Some of my skills set, for this position, ranged from:
* Present Complete Proposals, along with my team, of financial solutions to my clients,
* Formal Credit Training on Personal/Business Lending options,
* Thorough knowledge of BSA, and other Financial Regulations to protect my clients.
JPMorgan Chase & Co.Assistant Treasurer / Small Business Specialist
Nov. 2003 - Sep. 2011Greater New York City AreaI transferred my knowledge of Personal & Business financial products and applied this knowledge to help customers improve and create a better quality of life for them and their family.
In this role my primary focus was on advising clients on which business accounts would best match the needs of my clients. We would have to assist clients from what business lending needs they needed to what business accounts would best work with their business type.
American ExpressFinancial Advisor Trainee
Jun. 2003 - Nov. 2003Queens, New York, United StatesI was training to be a financial advisor and obtained my Life & Health Insurance licenses.
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