Craig Jasso Email & Phone Number

Dallas, Texas, United States

United States

Dallas Tx

Investment Banking

Dallas, Texas

Built long-term relationships with clients in person and over the phone by analyzing financial priorities and understanding their financial goals. Constantly, went out of my way to maintain these relationships as well as reach out to existing customers and non-customers through phone calls and email. Successfully referred clients to my team of specialists (mortgage, financial advisors, and merchant specialist) when cross-selling product, which helped me lead my team in credit card solutions and… Show more Built long-term relationships with clients in person and over the phone by analyzing financial priorities and understanding their financial goals. Constantly, went out of my way to maintain these relationships as well as reach out to existing customers and non-customers through phone calls and email. Successfully referred clients to my team of specialists (mortgage, financial advisors, and merchant specialist) when cross-selling product, which helped me lead my team in credit card solutions and consistently achieved recognition in all areas of my personal sales goals. Show less

Assisted in launching a successful catering department by developing a recognized brand and marketing program for the company. Familiarized management and employees with the tasks required of catering sales and marketing through regular manager meetings, classrooms and on the job training. Established a large client base including pharmaceutical representatives, doctors, nurses and hospital care specialists by routinely contacting them to inquire of any need or service I could provide.