Create retirement planning strategies for families and individuals.Provide advise on budgeting, debt management, personal finance, life insurance, retirement plans and other investments. Knowledge on qualified retirement plans such as 401(k), IRA and ROTH IRA Accounts, 403(b), 457, FRS, TSP, Etc. Participate as speaker at the educational financial seminars offered to the public by Guerra Financial Group.Maximize income for retirees using very low to zero risk investment instruments.

Processing and managing of all applications and paperwork regarding monetary transactions for clients. Provide client services, process requests and information about investments. Maintain relations with vendors, follow up on cases, and order medical exams and medical records for insurance applications. Update policy and investments information for clients in the data base.Provide support to the financial advisor running illustrations for insurance policies, mutual funds and retirement accounts.Develop relations with prospects and clients seeking new business opportunities.Create and maintain report for sales, weekly, monthly, quarterly and annually.Organize and maintain blotter and other documentation for compliance with the broker dealer.

In charge of all office duties for an export company.Process sales orders for costumers, also purchase orders for vendors and coordinate with warehouse and freight forwarder to ensure merchandise is correctly load and shipped. Answer calls, e-mail and mail in regards of the business.Maintain part of the accounting of the company using the Peach tree software.Office organization, files for accounts payables and accounts receivables.Create Invoices for costumers and input invoices for vendors, making sure to maintain the accounting balance.

Worked at banana republic where sales were increased by a 17.1% against the last year results. Yearly goal to achieve was reach the $18 million that year.Last position, operational manager. Responsibilities included business planning and projecting, scheduling of 90 employees, sales generating and team leadership.Men’s Merchandising Manager experience with responsibilities like planning and executing new flow, making moves utilizing sales reports and developing employees as future merchants. This department represents 38% of the store business.Implemented training for 5 part time sales associates in order to develop them onto full time positions. Afterwards continued to work with them to target better positions for their career. Currently two of them are assistant managers.

Planning, receiving and processing shipments twice a week while merchandising three departments Men’s, Women’s and Baby’s.Implemented training for new recruits in order to understand the stock processes and execute them to the best of their ability.

Drive sales on the floor and maintain the store standards. Execute cashier duties, drive credit card results Received company’s highest sales award four years in a row.Execute stock duties, processing of merchandise and restocking..