Estefania Cruz-Alvarez

Estefania Cruz-Alvarez Email and Phone Number

Helping business owners optimize their cash flow. @ AAP Capital
miami, florida, united states
Estefania Cruz-Alvarez's Location
Miami, Florida, United States, United States
About Estefania Cruz-Alvarez

I’ve always been passionate about numbers. When I began my career in the financial services knowing I could apply my mathematical skills to help individuals achieve their financial goals illuminated me to pursue my degree in accounting. As a representative, I work on structuring plans that are in line with the goals of every individual client and believe in helping my team run at its maximum potential. I’m passionate about the financial services as I know deep inside every person I sit with will benefit from the relationship we build together. My specialties include: Business Planning | Investment and Insurance Planning | Leadership & Team Building

Estefania Cruz-Alvarez's Current Company Details
AAP Capital

Aap Capital

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Helping business owners optimize their cash flow.
miami, florida, united states
Website:
aap-cap.com
Employees:
4
Estefania Cruz-Alvarez Work Experience Details
  • Aap Capital
    Cfo
    Aap Capital Jan 2019 - Present
    Miami, Fl
    Coaching business owners how to optimize their cash flow, implement qualified and non-qualified plans, risk and investment management, and coordinating their professional teams.
  • Massmutual Miami
    Managing Associate
    Massmutual Miami Oct 2018 - Present
    I am looking to introduce people to a career as a financial services representative where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges. Discover a career that can’t be off-shored or outsourced. At our agency you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven.Let’s start a conversation. Your new career is waiting!
  • Massmutual Miami
    Registered Representative/ Financial Advisor
    Massmutual Miami 2015 - Present
    Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. We offer an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them.• Build Financial strategies to create, build, protect and distribute assets.I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, Inc., member SIPC (www.sipc.org). Supervisory address: 1221 Brickell Ave Suite 300 Miami, FL 33131 (305) 648-2445.• I am licensed to sell insurance in FL

Estefania Cruz-Alvarez Skills

Social Media Customer Service Microsoft Excel Team Building Financial Analysis Life Insurance Insurance Social Networking Microsoft Office Leadership Strategic Planning Time Management Financial Planning Retirement Planning Process Improvement Project Management Marketing Management Sales Tableau Accounting Quickbooks Microsoft Sql Server R Studio Investments Bookkeeping

Estefania Cruz-Alvarez Education Details

Frequently Asked Questions about Estefania Cruz-Alvarez

What company does Estefania Cruz-Alvarez work for?

Estefania Cruz-Alvarez works for Aap Capital

What is Estefania Cruz-Alvarez's role at the current company?

Estefania Cruz-Alvarez's current role is Helping business owners optimize their cash flow..

What schools did Estefania Cruz-Alvarez attend?

Estefania Cruz-Alvarez attended Florida International University, Florida International University, Monsignor Edward Pace High School.

What skills is Estefania Cruz-Alvarez known for?

Estefania Cruz-Alvarez has skills like Social Media, Customer Service, Microsoft Excel, Team Building, Financial Analysis, Life Insurance, Insurance, Social Networking, Microsoft Office, Leadership, Strategic Planning, Time Management.

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