Mario A Valverde Email & Phone Number

California, United States

Torrance, California, United States

Torrance

• Collaborate with individual clients and families to establish a customized retirement plan and implement personalized solutions tailored to their goals and financial needs. • Build exceptional client experiences by focusing on long term needs and building a financial plan according to goals.• Assist current Financial Representatives in preparing for Investment Consultant role.• Build and manage sales pipeline for short- and long-term goals and benchmarks.

Greater Los Angeles Area

• Managed 7 studios, 210 regularly scheduled/ 560 total instructors.• Responsible for mentoring and developing teachers. • Managed hiring of all instructors.• Coordinated with Regional Manger to design and build class and event schedule to help drive corporate financial growth.

Greater Los Angeles

• Instruct all accounting courses, including taxes, QuickBooks setup and maintenance.• Prepare Students for QuickBooks and Excel certifications.• Trained students on professional business soft skills.

Greater Los Angeles Area

• Tax preparation, resolution, bookkeeping, and start-up business consulting.• Weekly communication with IRS departments to resolve or establish IRS rulings or codes on tax disputes.• Networking, sales generation, closing and retention of new clients with a focus on small business clients; leveraged contacts through different groups to create leads and new clients.

Los Angeles, California, United States

• Assisted founder in all aspects of running and growing the business. • Trained all new sales staff on products, technical specs and sales procedures.• Co-designed and implemented sales plan that increased gross sales from $275K to more than $12 million.• Increased team sales to more than $4 million.

Irvine, California, United States

I• Managed all IT HR needs in Irvine campus and coordinated all project and full-time staffing.• Decreased turnover rate from 119% to 55% in 2000 for the Southeast region through a plan designed to effectively teach managers how to deal with difficult employees.• Created opportunities for strategic alliances, collaborations, and partnerships with colleges, trade schools and technical schools.nfrastructure