Diego Rojo Email & Phone Number

Denver, Co, Us

Miami, Florida, United States

- Prospected HNW leads via Salesforce to build a book of business while providing holistic financial counseling- Maintained pipeline by calling clients, finding opportunities through needs-based analysis, then positioning financial products- Presented tailored wealth analyses to advisory prospects, positioning a suitable portfolio tied to time-sensitive goals- Shared best sales practices with peers while problem-solving workflow inefficiencies, targeting improvement

- Managed a book of business for high net worth clients, targeting $2 million a month in external asset consolidation- Maintained an efficient pipeline which required substantial multi-tasking plus knowledge of CRM and ERP systems- Conducted needs-based discussions while servicing monetary/clerical requests with goal of securing leads for advisor- Utilized consultative approach to financially guide clients through life changing events and retirement planning- Recognized by… Show more - Managed a book of business for high net worth clients, targeting $2 million a month in external asset consolidation- Maintained an efficient pipeline which required substantial multi-tasking plus knowledge of CRM and ERP systems- Conducted needs-based discussions while servicing monetary/clerical requests with goal of securing leads for advisor- Utilized consultative approach to financially guide clients through life changing events and retirement planning- Recognized by management for stellar performance and exceeding expectations, evidenced by positive NPS surveys Show less

Greater Philadelphia

- Completed a 24-week program focused on building advanced sales skills and learning MS Dynamics 365 software- Identified leads for advisors by servicing clients, discovering needs, proposing solutions, then securing appointments- Delivered investing guidance by tying products to a client’s diverse needs in order to fulfill their financial goals- Collaborated in team setting promoting peer-to-peer coaching, problem-solving discussions, results-based recognition

Malvern, Pennsylvania, United States

- Managed a book of business centered on assessing and rectifying operational errors while maintaining client contact- Leveraged relationship management skills to restore client confidence when expectations have not been met- Directed problem-solving initiatives to improve workflows, reduce costs, and enhance client experience

Miami/Fort Lauderdale Area

- Responsible for daily processing and reporting of financial transactions in accordance with federal regulations, alongside cash-handling duties - Assessed client transactional activity to determine economic solutions which promoted mutual value for the client and the company- Identified sales opportunities for bankers and advisors, leading to product referrals, consequently boosting the branch’s overall growth and profitability

• Specialized in filming/producing promotional media content for the university and student organizations, involving the operation of film equipment (DSLR/cinema cameras, Zoom H4n recorders, boom/lavalier microphones) and Adobe editing software (Premiere, After Effects, Audition)• Directed, filmed, and edited a series of videos for It’s On Us, a campaign that raises awareness about sexual violence and prevention on campus

• Attended weekly meetings and contributed ideas during brainstorming sessions in order to produce, film, edit, and publish weekly content• Handled video/audio technical equipment during film shoots, then proceeded to edit/mix the video/audio using Adobe editing software• Currently producing a short documentary covering the university’s recently inducted police department to provide transparency to the community and clarify policy changes

Singapore

• Handled accounting and marketing responsibilities at this IT solutions/cloud computing firm as a paid intern• Responsible for preparing company’s quarterly/monthly/yearly financial reports utilizing MS Excel and Quickbooks expertise; also analyzed accounting records to detect and correct input errors• Responsible for design and implementation of marketing project featuring client interviews and testimonials on the company website• Contacted 120+ prospective clients within a week… Show more • Handled accounting and marketing responsibilities at this IT solutions/cloud computing firm as a paid intern• Responsible for preparing company’s quarterly/monthly/yearly financial reports utilizing MS Excel and Quickbooks expertise; also analyzed accounting records to detect and correct input errors• Responsible for design and implementation of marketing project featuring client interviews and testimonials on the company website• Contacted 120+ prospective clients within a week, leading to management implementing my recommendations to launch a client reference program Show less

Bachelor'S Degree, Business Management

Activities and Societies: Delta Tau Delta Fraternity, Villanova Television (VTV), Global Citizens Program, Hispanic Society, Club Running.

Global Citizens Program

A four month study abroad program which integrated my university curriculum and a full time internship during my spring semester.

High School, Magna Cum Laude

Activities and Societies: National Honors Society, Varsity Cross Country, Varsity Track & Field