Alan Murillo Email & Phone Number

Texas, United States

Expert consulting & analysis, Lead generation & conversion, International brand visibility & recognition• Provided expert consultancy to international clients, accelerating business initiation and bolstering investor confidence in US investment opportunities.• Devised and executed lead generation strategies through strategic marketing and networking, resulting in heightened lead conversion rates and sustained business expansion.• Amplified brand visibility, particularly in… Show more Expert consulting & analysis, Lead generation & conversion, International brand visibility & recognition• Provided expert consultancy to international clients, accelerating business initiation and bolstering investor confidence in US investment opportunities.• Devised and executed lead generation strategies through strategic marketing and networking, resulting in heightened lead conversion rates and sustained business expansion.• Amplified brand visibility, particularly in international markets like Mexico, elevating brand awareness and recognition among crucial stakeholders. Show less

Houston, Texas, United States

Strategic advisory management, Exceeding lead generation goals, Efficient pipeline management, Rapid service expansion & adoption• Directed advisory services in the residential Mortgage Fintech sector via an online platform, consistently surpassing revenue targets with 30% growth in closed loans; achieved NLMS license certification within the first month of tenure.• Achieved 150% overachievement of goals in real estate lead generation services within the second month, employing… Show more Strategic advisory management, Exceeding lead generation goals, Efficient pipeline management, Rapid service expansion & adoption• Directed advisory services in the residential Mortgage Fintech sector via an online platform, consistently surpassing revenue targets with 30% growth in closed loans; achieved NLMS license certification within the first month of tenure.• Achieved 150% overachievement of goals in real estate lead generation services within the second month, employing strategic marketing and lead generation methodologies to foster business opportunities and revenue escalation.• Seamlessly managed and preserved a 100% retention rate of initiated applications in the pipeline throughout the first quarter of 2022, navigating client concerns amid organizational changes; ensured uninterrupted service delivery, instilling unwavering client confidence.• Spearheaded the introduction of a new line of real estate services, achieving an impressive 60% adoption rate within a single month through meticulous market research and strategic planning; diversified revenue streams and elevated service offerings ensued. Show less

Houston, Texas, United States

Portfolio management, Financial advisory proficiency, Sales acumen, Client relationship management• Managed a diverse portfolio of 250 clients, overseeing $10M in potential Assets Under Management (AUM), investments, and life insurance products; implemented infinite banking strategies to foster growth and retention across both B2B and B2C segments.• Played a pivotal role in the securities division of Western & Southern, showcasing expertise in advisory services and strategic financial… Show more Portfolio management, Financial advisory proficiency, Sales acumen, Client relationship management• Managed a diverse portfolio of 250 clients, overseeing $10M in potential Assets Under Management (AUM), investments, and life insurance products; implemented infinite banking strategies to foster growth and retention across both B2B and B2C segments.• Played a pivotal role in the securities division of Western & Southern, showcasing expertise in advisory services and strategic financial planning; contributed significantly to the expansion and diversification of service offerings.• Attained top-ranking status as the leading advisor, achieving $3M in business within a single month; leveraged extensive sales acumen and adept client relationship management to drive revenue growth and establish a reputation as a trusted financial advisor. Show less

Houston, Texas, United States

Strategic client relationship management, Asset management proficiency, Recognition in top banker circles, Investment production excellence• Spearheaded a diverse portfolio of 400 Premier Clients, managing $100M in assets across banking products; employed strategic client relationship management techniques to expand client base in banking, payment management, and investments.• Recognized within the top 5 Licensed Banker leaders' circle for 1Q 2019, achieving $1.3M in assets under… Show more Strategic client relationship management, Asset management proficiency, Recognition in top banker circles, Investment production excellence• Spearheaded a diverse portfolio of 400 Premier Clients, managing $100M in assets across banking products; employed strategic client relationship management techniques to expand client base in banking, payment management, and investments.• Recognized within the top 5 Licensed Banker leaders' circle for 1Q 2019, achieving $1.3M in assets under management; contributed significantly to the overall success and profitability of the banking division.• Earned placement in the prestigious Best Banker leaders' circle for 2Q 2019, with $800K in AUM and lending, elevating the reputation and competitiveness of the banking division.• Honored as one of the top 15 investment producers at the Licensed Bankers annual event in Dallas, Texas, consolidating the company's leadership position in financial services. Show less

Houston, Texas, United States

Administrative and sales operations leadership, Competitor analysis, Credit analysis, Marketing strategy optimization • Led administrative and sales operations in a retail space, conducting strategic analysis of competitors, credit, and marketing strategies, driving an impressive 80% sales increase in the first and second quarters.

Houston, Texas, United States

Client portfolio management, Salesforce CRM utilization, Sales coaching, Training collaboration• Managed client portfolio within the Lexus brand, fostering strong relationships and driving sales through proactive engagement and problem-solving to ensure customer experiences and uphold brand reputation.• Leveraged Salesforce CRM to meticulously monitor and track key performance indicators, offering tailored lending options to clients based on comprehensive competitive analysis and… Show more Client portfolio management, Salesforce CRM utilization, Sales coaching, Training collaboration• Managed client portfolio within the Lexus brand, fostering strong relationships and driving sales through proactive engagement and problem-solving to ensure customer experiences and uphold brand reputation.• Leveraged Salesforce CRM to meticulously monitor and track key performance indicators, offering tailored lending options to clients based on comprehensive competitive analysis and individual objectives.• Collaborated closely with Sales Managers, receiving targeted coaching and training to enhance critical sales skills such as customer service excellence and objection handling, refining sales techniques and elevating performance.• Completed formal sales management and financial competitiveness training in Dallas, TX, augmenting expertise in sales strategies and supporting ongoing professional development to achieve sales objectives. Show less

Houston, Texas, United States

Client relationship management, Salesforce CRM utilization, Sales coaching, Training collaboration• Provided comprehensive financial guidance and strategic planning to educators and school personnel across the Houston region and within the Austin Independent School District (ISD).• Managed a $10M Assets Under Management (AUM) portfolio, implementing optimal investment strategies and ensuring portfolio performance.• Played a key role in a marketing initiative targeting a new market… Show more Client relationship management, Salesforce CRM utilization, Sales coaching, Training collaboration• Provided comprehensive financial guidance and strategic planning to educators and school personnel across the Houston region and within the Austin Independent School District (ISD).• Managed a $10M Assets Under Management (AUM) portfolio, implementing optimal investment strategies and ensuring portfolio performance.• Played a key role in a marketing initiative targeting a new market within the Austin ISD, demonstrating expertise and industry insight.• Participated in District-sponsored Benefit Events and campus-sponsored initiatives to introduce and discuss product offerings.• Led the expansion of service line capabilities by obtaining licenses in General Lines, Life, and Health Insurance. Show less

Houston, Texas, United States

Office leadership, Team management, Customized financial services delivery, Efficient payment procedures implementation, Risk assessment for lending decisions• Founded and led the inaugural Houston office, spearheading recruitment and management of a skilled team comprising 5 sales professionals and 1 administrator.• Delivered customized financial services to small and medium-sized importers/exporters and financial institutions across Houston, as well as nationwide in the United States… Show more Office leadership, Team management, Customized financial services delivery, Efficient payment procedures implementation, Risk assessment for lending decisions• Founded and led the inaugural Houston office, spearheading recruitment and management of a skilled team comprising 5 sales professionals and 1 administrator.• Delivered customized financial services to small and medium-sized importers/exporters and financial institutions across Houston, as well as nationwide in the United States and Canada.• Implemented efficient same-day payment procedures for foreign exchange clientele, securing a significant competitive advantage in the market.• Offered critical risk assessment and analysis to facilitate lending decisions for specific transactions on a case-by-case basis, driving prudent financial management and risk mitigation. Show less

Houston, Texas, United States

Exclusive agency founding & launch, Market paradigm introduction, Consistent sales growth orchestration• Founded and launched MXN Inc., a subsidiary of Monex Securities, adhering to US Banking and Securities regulations, providing comprehensive marketing, referral, and consultancy services for Monex Financial Group's FX trading desk in Mexico.• Introduced a service paradigm in the Houston market, enabling direct access to an FX exchange desk within Monex Financial Group, and developed… Show more Exclusive agency founding & launch, Market paradigm introduction, Consistent sales growth orchestration• Founded and launched MXN Inc., a subsidiary of Monex Securities, adhering to US Banking and Securities regulations, providing comprehensive marketing, referral, and consultancy services for Monex Financial Group's FX trading desk in Mexico.• Introduced a service paradigm in the Houston market, enabling direct access to an FX exchange desk within Monex Financial Group, and developed an online platform for tailored international payment solutions for small to mid-sized commercial accounts.• Orchestrated consistent annual sales growth of 5 to 10% despite operating in a predominantly stagnant market environment, showcasing effective leadership and strategic acumen. Show less

Houston, Texas, United States

Marketed US investment opportunities to Monex’s clients in Mexico. Conducted customer satisfaction surveys for Monex and discovered an underserved market for FX currency solutions in the US.Obtained FINRA licenses Series 7, 63, 66 and 3.

Bachelors, Business Administration

Mba, Administration & Marketing