Mario Rivera Email & Phone Number

New York, NY, US

Zurich, CH

• Promoted to manage an office of 50 sales professionals and drove annual revenue to exceed $40MM. Achievements:
• Grew branch revenue by over 40% in first year through initiatives aimed at highlighting firm capabilities
• Achieved the 2nd rank out 46 managers for firm leadership council based on 6 different metrics
• Customized strategy for 5 different sales teams, including using 4DX framework for 1 team with 30% growth
• Conducted regular scrutiny of financials, including identifying inaccurate $70K monthly charge
• Served as trusted advisor and coach to 17 experienced sales professionals to identify opportunities for growth

Zurich, CH

• Promoted to Assistant Sales and Operations Manager in helping to lead the New England office that exceeded $100MM in revenue.Achievements:
• Assembled exclusive group of 6 associates with office planner for coaching with software and client case studies - financial planning engagement grew 10%
• Promoted digital efforts, including team websites, LinkedIn profiles, and e-signature (grew 380% in 2017)
• Drove initiatives around client engagement meetings, growth of mortgage revenue, and family meetingsSkills:
• Anticipating needs of Managing Director, Lead Sales Manager and Sales Teams
• Driving collaboration between branch employees and home office

Zurich, CH

Led sales support of the sales personnel in different regions of the country. I excelled at juggling countless loan transactions per day through proper organization and developing credibility with underwriters, sales consultants, and the larger sales force. I also took on additional projects to support the goals of our department by creating a Focus.

Zurich, CH

Kicked off my career by rotating every 3-4 months into different departments of the firm. I was able to better understand the organization as a whole and build a strong network that would be valuable for the many years to come that I worked at UBS. In addition, I noted different leadership styles, different team dynamics, and how my strengths aligned with.