Gustavo Alonzo Email & Phone Number

Houston, Texas, United States

The Woodlands, Texas, United States

• Perform administrative duties that support Financial Advisors in daily business practices and business management.• Maintain existing client relationships by efficiently processing requests, resolving inquiries, and updating documentation.• Initiate asset movement requests through the careful processing of Journals, ACHs, and Wires.• Prepare accurate and insightful financial reports, spreadsheets, and quality analytical reports using various software programs.• Exhibit effective project management skills, consistently achieving key objectives within established timelines.• Assist the international team to serve Spanish speaking clients effectively.

Houston, Texas, United States

• Strategically contacted union members and referrals to setup virtual appointments for personalized policy consultations.• Conducted comprehensive needs analysis, providing advice and tailored insurance solutions to clients.• Calculated and adjusted premiums to precisely align with client requirements, ensuring optimal coverage and satisfaction.• Actively participated in meetings and seminars to enhance industry knowledge and learn about new products and services.• Developed and implemented effective marketing strategies to expand business reach and bolster recruitment efforts.

Spring, Texas

• Delivered expert guidance to customers on supplementary nutritional products and weight training.• Ensured the delivery of exceptional customer service in both English and Spanish, catering to a diverse clientele.• Managed purchase orders, labeling, and restocking of products, optimizing inventory levels, and enhancing operations.• Mentored and trained new employees on opening and closing procedures, as well as store policies.• Oversaw the daily accounting of the store’s cash and supervised over $50,000 in inventory.

Houston, Texas, United States

• Diligently inspected all areas of the pre-owned building in order to maintain pristine conditions.• Verified the presence of buyer guides and window stickers on all vehicles, ensuring compliance with industry standards.• Received transporters and performed thorough checks on delivered vehicles.• Executed vehicle cleaning and photography tasks, facilitating their listing on the company website.• Assisted sales associates and other departments when needed, contributing to a seamless customer service experience.

Bachelor Of Business Administration - Bba, Finance, General

Associate Of Arts - Aa