Lee Holgado Email & Phone Number
Who is Lee Holgado? Overview
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Lee Holgado is listed as Senior Managing Broker at Greatway Financial Inc., a with 626 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Lee Holgado.
Lee Holgado previously worked as Financial Advisor at Self-Employed and Layup Technician at Boeing. Lee Holgado holds Certificate Of Management And Administration from University Of Manitoba.
Email format at Greatway Financial Inc.
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About Lee Holgado
Lee Holgado is a Senior Managing Broker at Greatway Financial Inc.. They possess expertise in customer service, sales, management, sales management, marketing and 10 more skills.
Listed skills include Customer Service, Sales, Management, Sales Management, and 11 others.
Lee Holgado's current company
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Lee Holgado work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Layup Technician
Assistant To The Controller
Assist the controller to all financial operations and reports including month and year end and bank and account reconciliation. Participate in preparation of data for annual audit to ensure the profit gain of the company.Maintain exceptional relationship with buyers and renew contract doing business with the company.Kept and review contracts for new business ventures/partnership of company.Coordinate with warranty companies about customer inquiries and remittances/dealership’s profit on sold products.Process all the deals which includes proper documentation and reconcile sales commission.Ensure that all customer’s contract is funded by financial institutions.Ensure all government tax remittances in a timely manner.Conduct credit investigation of potential customers.Responsible for completion of proper costing of product for selling. Update confidential banking information of business and supply data needed for analysis of financial statement. Conduct physical inventory by ensuring all the purchased goods matches on the system.
Assistant Controller
Accounting Manager
Owner
Business Owner
Led aspects of business operation including bookkeeping, budgeting, pricing, and inventory, warehousing to determine available funds within the business and generate income.Negotiated contracts with suppliers to ensure quality and best price offered of goods. Create business proposal to new and existing clients.Ensured compliance with licensing, taxation, and completion of required paperwork to document all business transactions and follow business regulations.Formulated policies and credit terms of merchandise for customers, to ensure possible delivery times that works with the client’s schedule.
Business Owner
Territory Manager
Worked alongside the chemical engineers to perform oil analysis during client’s plant visit for consultative and solution sales.Conduct regular business reviews with customers and suppliers.Conduct business presentations and round table discussion with prospective client to develop new accounts.Research and prospects new opportunities in a given territory and specially to existing clients based on the needs to deliver to end users.Performed outside sales with cold calls for further leads and preserve long-term relationships with existing clients by monitoring the quality of supplies and services provided.Developed strong relation with the company's direct customers and kept in touch with the end user to understand the customer demand.Achieved sales target in the given territory and prepared price quotations; developing a healthy and competitive environment among the team members.
Senior Sales Executive
Responsible for product presentations and round table discussion to hospital staff and pharmacists to generate business.Handles Hospital, Commercial and Industrial accounts in a given area.Research through probing medical doctors, pharmacy owner, medical staff and purchasers, on new opportunities and market segmentation of the products.Built long-term relationships with all levels of hospital staff including doctors, nurses, medical secretaries, pharmacists, and purchasing officers, to maximize sales and obtain ideas for product segmentation, feedback for product development and marketing strategies.Developed monthly business reviews to monitor sales performance.Conducted product presentations to penetrate the market and make the goods available within the area assigned.Exceeded sales targets by 201% in three consecutive years and recognized as Medical Sales Representative of the Year and Century of the Year.
Colleagues at Greatway Financial Inc.
Other employees you can reach at greatwayfinancial.com. View company contacts for 626 employees →
Erlinda Saculles
Colleague at Greatway Financial Inc.Greater Ottawa Metropolitan Area, Canada
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Sanjeev Thapar
Colleague at Greatway Financial Inc.Winnipeg, Manitoba, Canada
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Juliet Margaret Gundan
Colleague at Greatway Financial Inc.Hamilton, Ontario, Canada
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Swami Aggarwal
Colleague at Greatway Financial Inc.Greater Vancouver Metropolitan Area, Canada
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Christy Ike
Colleague at Greatway Financial Inc.Calgary, Alberta, Canada
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Manjot Batth
Colleague at Greatway Financial Inc.Calgary, Alberta, Canada
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Patricia Kalu
Colleague at Greatway Financial Inc.Ottawa, Ontario, Canada
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Romy Cadavido
Colleague at Greatway Financial Inc.Surrey, British Columbia, Canada
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Marissa Abao Octobre
Colleague at Greatway Financial Inc.Oakville, Ontario, Canada
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Wilson Soriano
Colleague at Greatway Financial Inc.Calgary, Alberta, Canada
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Lee Holgado education
Certificate Of Management And Administration
Aircraft Maintenance And Manufacturing Operations Program, Airframe Mechanics And Aircraft Maintenance Technology/Technician, A
Bachelor'S Degree, Mathematics And Computer Science
Frequently asked questions about Lee Holgado
Quick answers generated from the profile data available on this page.
What company does Lee Holgado work for?
Lee Holgado works for Greatway Financial Inc..
What is Lee Holgado's role at Greatway Financial Inc.?
Lee Holgado is listed as Senior Managing Broker at Greatway Financial Inc..
Where is Lee Holgado based?
Lee Holgado is based in Winnipeg, Manitoba, Canada while working with Greatway Financial Inc..
What companies has Lee Holgado worked for?
Lee Holgado has worked for Greatway Financial Inc., Self-Employed, Boeing, Waverley Mitsubishi, and Audi Victoria.
Who are Lee Holgado's colleagues at Greatway Financial Inc.?
Lee Holgado's colleagues at Greatway Financial Inc. include Erlinda Saculles, Sanjeev Thapar, Juliet Margaret Gundan, Swami Aggarwal, and Christy Ike.
How can I contact Lee Holgado?
You can use AeroLeads to view verified contact signals for Lee Holgado at Greatway Financial Inc., including work email, phone, and LinkedIn data when available.
What schools did Lee Holgado attend?
Lee Holgado holds Certificate Of Management And Administration from University Of Manitoba.
What skills is Lee Holgado known for?
Lee Holgado is listed with skills including Customer Service, Sales, Management, Sales Management, Marketing, Team Building, Marketing Strategy, and Negotiation.
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