Michael Rodriguez Email & Phone Number

Glendale, CA, US

Los Angeles Metropolitan Area

• Handling 40+ client introductory calls per year, serving as the first point of contact and successfully identifying client needs to initiate the financial planning process.
• Creating detailed performance reports for clients, offering insights into investment outcomes and progress toward financial goals.
• Facilitating detailed financial discussions with individual and small business clients, increasing client clarity on financial goals, risk tolerance, and current situations.
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• Utilizing advanced planning software, including Right Capital, to deliver tailored financial advice, enhancing the accuracy of financial plans and improving client decision-making.
• Assisting clients in setting and achieving realistic financial objectives, focusing on personal and small business dynamics.

• Opened 50+ client accounts and facilitated fund transfers with 100% accuracy, contributing to a seamless client onboarding experience and building a strong foundation for ongoing financial management.
• Referred 25+ clients to the wealth management team, enhancing cross-functional collaboration and leading to an estimated 10% increase in client portfolio growth.
• Identified and provided tailored financial solutions that aligned with clients’ goals, improving client satisfaction and… Show more
• Identified and provided tailored financial solutions that aligned with clients’ goals, improving client satisfaction and increasing retention rates by 15%.
• Educated clients on U.S. Bank’s digital products, resulting in a 20% improvement in client adoption and usage of digital banking tools, empowering clients to manage their finances more effectively.
• Boosted client confidence by offering guidance on financial tools, leading to higher engagement with digital platforms and an increase in client satisfaction scores by 12%. Show less

Greater Los Angeles Area

• Developed and executed a year-long business sales plan, leading to the generation of over $1.2 million annually in Private Rental and Group Sales over the last two years, exceeding sales targets by 15%.
• Directed marketing efforts for all private rental sales, optimizing marketing materials and strategies, contributing to a 30% increase in client inquiries and bookings.
• Forecasted and managed the annual sales budget, setting clear sales goals and strategies that resulted in the team… Show more
• Forecasted and managed the annual sales budget, setting clear sales goals and strategies that resulted in the team achieving 105% of annual revenue targets.
• Designed and implemented comprehensive sales strategies for premiere, sponsorship, group, and private event sales at Regal Cinemas LA LIVE, resulting in a 10% increase in event bookings and client retention.
• Developed client service plans aimed at achieving 100% customer satisfaction, successfully maintaining a client satisfaction rate of 98%.

Greater Los Angeles Area

• Generated over $1,000,000 in private event revenues in for L.A. LIVE Cinemas, which included film premieres and screenings, corporate meetings, company presentations, press conferences and film festivals.
• Managed the customer experience throughout the execution of all special events at the cinema.Prepared and executed all contract details including walkthroughs, event timeline, billing and follow up calls to ensure.

Glendale, CA

• Conducted weekly meeting and discussions among parents & players about fitness, injury prevention, and nutrition.
• Organized fundraisers to help fund player trophies and jerseys.

Los Angeles, California

• Prospect qualified leads and accounts for VIP Events, individual tickets, event suites and Groups for all events at STAPLES Center, L.A. LIVE, Nokia Theater, GRAMMY Museum and the Stubhub! Center.
• Generated over $60,000 in sales over a 6-month period across multiple revenue platforms.
• Developed and maintain client relationships, through prospecting and various lead initiatives.
• Responsible for meeting daily, weekly, and monthly sales goals and key performance indicators such as… Show more
• Responsible for meeting daily, weekly, and monthly sales goals and key performance indicators such as 80+outbound phone calls per day, face to face meetings, and sales presentations. Show less

Northridge, CA

• Conducted 40 hands-on trials of Windows and Microsoft products weekly, documenting results through online surveys.
• Utilized UCrew website for communication, reporting, and social media content sharing.
• Completed promotional tasks like tabling events and group presentations as part of Fluent Grp in Northridge, CA.

Greater Los Angeles Area

• Coordinated with internal departments to respond quickly to customer/ sponsor needs, requests and problems
• Worked with game operations team to provide in game experience for fans and to satisfy sponsor needs.
• Assisted Marketing Manager with pre / in game promotions for corporate sponsors.

Los Angeles, CA

• Utilized Salesforce.com, ISell, Adit, CP-Ads, Outlook and the internet to prospect, track and manage leads.
• Contribute 20 leads per week for marketing/advertising and provided updates to Sales Team.
• Tracked and analyzed leads through major cable networks (Fox, CNN, MSNBC, and etcetera), publications (NY Times, Wall Street Journal, and etcetera) and online websites.

Greater Los Angeles Area

• Assisted main photographer with capturing candid photos of fans and players.

Certified Financial Planner, Financial Planning And Services

Bachelor'S Degree, Marketing

Activities and Societies: Delta Sigma Pi, Public Relations Student Society of America (PRSSA)