Efrain I. Cayama Email & Phone Number

Austin, Texas Area

Austin, Texas Area

Austin, Texas Area

Financial Advisor/Wealth Manager providing retirement planning, investment advice, estate planning, banking and lending solutions, and tax strategies. Managed portfolios of high and ultra high net worth clients, maximizing client retention, ensuring customer satisfaction as well as increasing revenue production. Creating BBVA Compass a “One Stop Shop”, and making myself indispensable to my clients financial life’s.

San Antonio, Texas Area

San Antonio, Texas

San Antonio, Texas Area

San Antonio, Texas Area

*Received on-line and in-class training on: - Investment process and Client Portfolio Solutions - Business development - Client acquisition skills - Consultative sales skills - Wealth Management Process and Tools *Perform based goals activities for client acquisition, marketing strategy and resources, and sales training*Received training to acquire FINRA Series 7 &66 license.

San Antonio, Texas Area

*Awarded MVP of the South Texas Group for nine consecutive months as a Top 10 Best Sellers out of 350 employees. This Ranking included managers, assistant managers and management trainees. Attended nine recognition dinners honoring the most influential management trainees in the group.*Monthly number one sales representative in the Area H of the South Texas Group for nine consecutive months.*Selected to receive a 4 months special sales and management training at the San Antonio Airport location. Consisting on managing the counter three times a week in which I managed fifteen people and a fleet of 3000+ cars, assisting and selling to up to 80 customer a day which is about 700% more than a regular home city location. *Accompanied the Corporate Account Manager and Senior Management on prospective client calls. Maintained a portfolio of prospective clients and developed an expansive client base. Established main sales accounts consisting of Atenti International and University of the Incarnate Word.*Responsible for profit and expense spreadsheets, depreciation, calculating and increasing profit, and marketing to vendors, corporate accounts, body shops, and insurance companies.*Tracked and reported all sales figures on a weekly basis.

San Antonio, Texas Area

*In charge of the South Texas sales team. *Market, promote and stablish new accounts from leads received from sales representatives*Worked very close to the COO in the creation and stablishment of Las Vegas, NV branch creating a marketing plan for the development and acquisition of new business and clients in the area. .

Houston, Texas Area

*In charge of travel and strategic planning for the better performance of the team during the season.*Mediator and spokesman between coaching staff and Athletic Department.*Maintained and supervised training, physical therapy and physical conditioning schedule.

Mount Olive, North Carolina

*In charge of travel and strategic planning for the better performance of the team during the season.*Mediator and spokesman between coaching staff and Athletic Department.*Maintained and supervised training, physical therapy and physical conditioning schedule.

Caracas, Venezuela

*In charge of the mental and strategic development of players between 15-18 years of age who play in the International Junior Tour, and are preparing for a college-athlete career or professional tennis.*Plan designer and coach for mental and strategic development for four players in the top 25 world junior ranking.