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Work Background
Jehova Jireh's Tax Solutions Insurance & Multi Services GroupTax Solutions & Multi Services Group - Independent P&C and A,L&H Insurance Broker
Aug. 2014Insurance in New Jersey, New York & Florida - Taxes & Multi Services @ Any StateJehova Jireh's Insurance Group Inc It's an independent Accident, Life & Health and Property & Casualty agency with a contract to represent Insurance companies and recruit independent agents to sell a variety of Insurance Products. We specialize in the Senior products industry, which includes: Life Insurance, Medicare Advantage plans, Medicare Supplements, and more. We are dedicated to providing Independent Insurance Agents with the right tools and support to be successful assisting Seniors with their insurance needs For an appointment or consultation call: (646)353-9947 Hablamos Español After serving the NJ / NY area since 2015, Due to the COVID-19 Crisis, we are expanding our services and getting more companies to represent to help the NY/NJ area with their Car Insurance, Commercial Car Insurance, Personal Line Insurance, and more. Having our name now authorized to use as: Jehova Jireh's Tax Solutions Insurance & Multi Services Group Our Experience
* Helped hundreds of Tax-Payers and around 20 Tax Preparers supervising their tax return and in charge of the transmissions, rejections and amendments of tax returns to and from the IRS
* 16 sessions IRS Enrolled Agent Individual Tax & Ethics at Lehman College in 2013.
* 14 sessions IRS Enrolled Agent Prep. Program at Lehman College in 2014
* More than 20 years experience in the Corporate world as stated on my linked in profile Feel free to call (646)353-9947 for an Appointment or Consultation Respectfully, Hablamos Español
JPMorgan ChaseAssistant Vice President - Relationship Manager
Apr. 2013 - Mar. 2014Multiple Branches Portfolio - Manhattan North MarketChase Business Banking serves businesses with annual sales of $50 million or less in 23 states, with bankers in centralized offices who serve our larger customers. We are the leading bank for small business in our key markets, providing deposit and cash management services, payment solutions, and a broad array of lending products to meet our clients' needs for access to capital.
JPMorgan ChaseAssistant Vice President - Business Banker
May. 2011 - Mar. 2013- Profile new and existing Small Businesses and Commercial Clients Relationship to ensure cross-sell of deposits, credit, treasury and other bank products needs. - Actively integrate and involve Branch Partners to offer to existing and new relationships their needs related to: Cash Management Products, Merchant Services, Payroll and Health benefits, Investments, Personal Mortgages and Personal Banking. - Responsible for Business Development and Relationship Management for Small to Medium-sized Business Clients. - Grow and manage a portfolio of Business Banking Relationships. - Follow up on all business accounts to ensure the full opportunity has been captured - Coordinate at a senior level with sales team to establish, build, sustain, expand and retain Business Banking Relationships. - Generate proposals and develop sales strategies at an expert level. - Execute independent activity in direct banking sales and credit support as well as maximize cross-sell opportunities and relationship profitability. - Develop and execute strategies for maintaining and further penetrating existing relationships.
JPMorgan ChasePersonal Banker - Small Business Specialist
Aug. 2009 - Apr. 2011
Wellcare and Touchstone HealthMedicare Marketing Representative
Oct. 2007 - Mar. 2009
JPMorgan ChaseSr Personal Financial - Small Business Specialist & Assistant Branch Manager at Wamu now
Mar. 2006 - Oct. 2007
Banco Popular North AmericaAssistant Branch Manager / Licensed Customer Service / Small Business Specialist
Jan. 2003 - Mar. 2006
AES - Ede EsteEast Region Commercial Area Manager - Gerente Comercial Region Este
Mar. 2000 - Nov. 2001San Pedro de Macoris, Hato Mayor, Sabana de La Mar, El Seybo y Miches. Dom. Rep.- Coordinate all transactions billed and cash flow in all Regional Offices.
- Evaluate and implement regional Budget
- Implement action plan to increase profitability and decrease looses
- Coach team members to achieve common goals
- Analyze constantly to find disconnections to optimize them for better results.
- Elaborate, manage and moderate power presentations.
- Interview and evaluate new hire and promotions
- Oversees company values are being implemented in every area
Union Fenosa - Edenorte / EdesurNormative and Commercial Process Area Manager - Gerente de Normativas y Procesos Comerciales
Feb. 1998 - Mar. 2000Santo Domingo, Dominican Repulic- Implementation of all new Normative Procedures in 42 Branches
- Supervise Help Desk team for any Normative and Commercial Process needs from branches and internal areas.
- Instruct all 42 Branches Team Members the New System Open-SGC (Commercial Interaction System).
- Users database administrator
- Coordinate Analitical changes to implement between the Commercial Area and Technology Department for programming purpose
- Analyze data to solve problems
- Schedule and Supervision of company billing cycle for the 42 branches.
CDE - Electricity Dominican CorporationCommercial Process Area Manager - Encargado de Mantenimiento Funcional de Sistemas Comerciales
Apr. 1995 - Jan. 1998Santo Domingo, Dominican Republic.- In charge of Auditing customers new and existing accounts to detect inaccuracies.
- Analyze data to solve problems
- Generate customized reports reflecting data activity requested by any internal department
- Represented the Commercial Area with the Technology Department by analyzing processes, proposing systems modifications, granting user profiles computer access and authority levels.
CDE - Electricity Dominican CorporationBusiness Account Executive - Business Area Instructor (Ejecutivo de Cuentas Instructor Comercial
Jul. 1994 - Mar. 1995Dominican Republic
CDE - Electricity Dominican CorporationProgrammer Analyst, LAN Operator, Database Administrator, Energy Meters Reader
Jun. 1992 - Jun. 1994Dominican Republic
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