Diego Rojo's Location
Denver, Colorado, United States, United States
Diego Rojo's Contact Details
Diego Rojo work email
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- Valid
Diego Rojo personal email
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Diego Rojo phone numbers
About Diego Rojo
Diego Rojo is a Wealth Client Relationship Manager. He is proficient in Sign Languages.
Diego Rojo's Current Company Details
Wealth Client Relationship Manager
Diego Rojo Work Experience Details
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Merrill Financial Solutions AdvisorMerrill Lynch Aug 2022 - Feb 2023Miami, 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 -
High Net Worth Client Representative, Senior AssociateVanguard Aug 2021 - Jul 2022- 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 -
Investment ConsultantVanguard Nov 2020 - Aug 2021Greater 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
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Resolution SpecialistVanguard Jul 2019 - Nov 2020Malvern, 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
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Bank TellerCiti Aug 2017 - May 2019Miami/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 -
Media AssistantVillanova University Mar 2016 - May 2017• 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 -
Videographer/EditorVillanova Television Jan 2015 - May 2017• 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
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Business Intern Within Accounting, Sales, And Marketing DepartmentEvantage Technology Pte. Ltd. Feb 2014 - Apr 2014Singapore• 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
Diego Rojo Skills
Microsoft Excel
Spanish
Microsoft Word
Powerpoint
Film
Marketing
Event Planning
Creative Writing
Critical Thinking
Professional Writing
Research
Adobe Premiere Pro
Adobe Photoshop
Imovie
Audacity
Jmp
Tableau
Adobe Audition
Editing
Public Speaking
Versatile Writer
Easily Adaptable
Financial Transactions
Teller Operations
Client Services
Diego Rojo Education Details
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Business Management
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Global Citizens Program -
Magna Cum Laude
Frequently Asked Questions about Diego Rojo
What is Diego Rojo's role at the current company?
Diego Rojo's current role is Wealth Client Relationship Manager.
What is Diego Rojo's email address?
Diego Rojo's email address is di****@****ard.com
What is Diego Rojo's direct phone number?
Diego Rojo's direct phone number is +130530*****
What schools did Diego Rojo attend?
Diego Rojo attended Villanova University, National University Of Singapore, Belen Jesuit Preparatory School.
What skills is Diego Rojo known for?
Diego Rojo has skills like Microsoft Excel, Spanish, Microsoft Word, Powerpoint, Film, Marketing, Event Planning, Creative Writing, Critical Thinking, Professional Writing, Research, Adobe Premiere Pro.
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