Marco A. Contreras - Financial Strategist Email & Phone Number

Woodland Hills, Ca, Us

Senior insurance executive serving individuals, business owners, executives, and their families in Texas, to guide them in building a solid strategy to protect whatever matters most to them.

Woodland Hills, Ca, Us

Protégé P&C and Life insurance agent for Farmers Insurance

Houston, Texas, Us

Helping domestic and international individuals, families and businesses navigate a sound course toward financial independence. As financial professionals we partner with clients to help them make informed and effective financial decisions. We believe that their financial success is built by our team gaining an understanding of their objectives and then offering guidance using state-of-the-art tools and processes.

Trucking compliance made easy. The first All-in-One Safety compliance platform for US domestic and international trucking companies.BluAgent Technologies is a SaaS platform for organizations that utilize all types of transportation vehicles as part of their operation. Our software is a must to be used for companies that are regulated by United States Department of Transportation (U.S. DOT), while improves operation and saves money to companies that are not regulated. Our platform simplifies the entire safety compliance process for our customers and removes the complexity from the D&A testing program, driver and vehicle safety compliance and extensive required reporting.

Charlotte, North Carolina, Us

BNI is the world's largest business networking and referral organization built on the philosophy of Givers Gain.® This is a culture of building consistent, proactive, and reciprocal business relationships. BNI helps members develop a structured, positive, and professional referral marketing program that provides opportunities to:- Gain new business.- Receive business education.- Improve business networking skills with positive business people.- Speak about business before an audience of positive, like-minded business people.- Develop business relationships and create a group of trusted advisors.- Network and communicate with more than 250,000 members in more than 76 countries.

Raleigh, Nc, Us

• Development, recommendation and implementation, in a cultural-driven environment, of the marketing strategies for the international line of business in the group, Commercial Alliance Insurance Company (CAIC).• Managed and executed the Marketing budget for CAIC.• Built a uniform and strong corporate image/brand among its associates, employees, partners and customers in both domestic and international markets.• Position "CAIC Seguros USA" brand as top of mind and market leader in its specialty market.• Developed and executed sales and marketing strategy for new CAIC's insurance products.• Executed a growth sales strategy from $300K in 2001 to $45M in 2018.• Strengthened relationships with the 800+ company domestic and international sales representatives.• Coordinated and lead the sales, operation and marketing teams going from our corporate headquarters in Houston, TX to nine regional offices in Mexico.• Analyze social, economic and political facts and news in both Mexico and the USA to develop business strategies.• Participated in IAT Insurance Group’s corporate branding and marketing strategy.• Active member of IAT Insurance Group leadership team.

Houston, Tx, Us

Developed the marketing strategy, corporate communications and training program in USA and Mexico.Participated in the implementation of the sales incentive structure for Company’s flagship insurance product (Non Resident Auto).Understand laws and regulations for the insurance and legal framework in USA and MexicoAnalyze social, economical and political information in both Mexico and the USA to further presentation to board members and company officialsExtensive travel to Mexico for business development

Responsible for the promotion and development of international business between Mexico and the city of Houston. Developed and executed social, educational and cultural activities for the betterment of the Mexican and Latino communities in Houston.Accountable for Consul General’s interactions and responsibilities to the Federal Government of Mexico.

México, D.F., México Distrito Federal, Mx

Collaborated with Mexico’s Consular Posts in the United States for the promotion and development of international business and alliances in both countries. Coordinated meetings between the Office of the President and Federal Ministries of Mexico and USA Latino leaders.Advisor to the Chairman of the Mexican Council for Hispanic Business.

Mba, Global

Executive Education Diploma, Strategic Marketing Management

Bba, International Business

Executive Education Diploma, How To Do Buisness In Mexico.

Diploma, North America Free Trade Agreement (Nafta)