A strategic, meticulous, and proactive Sales and Finance Manager with the ability to provide complete customer care, facilitate credit and financial evaluations, compile comprehensive reports, and identify strategic areas to formulate improved approaches. With 16 years of progressive experience in leading and mentoring sales and finance teams, wealth management advisory, finance, and sales management, utilizing specialized strategies to retain agility and response to market dynamics, consistently surpassing revenue targets while nurturing client loyalty and satisfaction.I am known for leveraging my extensive expertise in analyzing processes and procedures to enhance the client experience, from refining sales presentations to facilitating discussions and managing paperwork phases, ultimately streamlining operations and elevating the corporate brand. Negotiating credit contracts, tracking monthly budgets, evaluating financial data, and engaging with stakeholders to maintain open communication.I have successfully established and implemented streamlining procedures and provided key budgetary guidance to departmental managers, resulting in being ranked as one of the top performing Finance Managers. Furthermore, having successfully designed and applied effective strategies to attain the highest insurance and warranty penetration levels in my sales resulted in a significant annual budget increase.A highly focused and dynamic professional who has gained invaluable knowledge throughout my career and holds a Bachelor of Commerce in Finance from Saint Mary’s University.