-Redesigned and expanded client status report to include revenue and usage metrics and scheduled thereport to be emailed to managers and executives monthly- Created workflows, triggers, custom objects, validation rules, reports, and dashboards in Salesforceclassic and lightning using tools and programming to increase functionality and usage of the CRM- Evaluated and implemented several Salesforce AppExchange applications including Docusign,CongaComposer, Azuqua, Drawloop, Pardot, E2CP, and many more

-Coordinated team in preparing consolidation strategy for Consumer, Pharma, and Medical distributions centers in Central and South America-Developed and presented six month transition and implementation plan to Johnson & Johnson management

-Designed and automated a monthly report package to measure client satisfaction and immediately identify specific problems -Developed custom quote generation application within the Salesforce platform which reduced errors and provided greater transparency into revenue forecast

-Developed new strategy for student loan program to increase awareness of MiCrédito’s student loan product resulting in an immediate increase of over 20% in new student loan applications-Helped to negotiate a lending agreement with a university in Managua to increase the number of students eligible to apply for a student loan with the MFI

Assisted bankers and clients of The Private BankSpecialized in resolving problems for high net worth clients with accounts over $1MM and helped to retained critical account relationships in high stress situations-Trained 10-15 business partners and hundreds of clients on new practices and procedures resulting from two major mergers including the integration of Wachovia and Strong Mutual Funds-Volunteered for additional projects including site representative for the employee appreciation committee and pilot testing for new products exclusive to Private Bank Clients Business Development/Trader – Wealth Management GroupSecurities trading and brokerage sales for retail clients-Developed and implemented streamlined procedure for mutual fund sell orders reducing transaction time by 5 minutes and increasing trade efficiency during peak market hours-Executed complex trade orders including stocks, bonds, mutual funds, and options averaging 500-600 trades per month with no trade errorsPersonal Banker – Wells Fargo BankOpened and managed personal and business account relationships-Managed business and personal accounts including deposit, credit accounts and annuities sales including periodic contribution plans for retirement accounts-Retirement planning guidance and product sales including all Spanish speaking client service and sales

Sales for a financial services firm specializing in liability management and investment planningResponsible for gathering client information, conducting detailed analysis, and developing long term wealth maintenance strategy, based on client financial goalsConducted client presentations focusing on benefits of mortgage-based financial products resulting in 90% sales conversion

Worked with traveling manager to improve sales efficiency and store profitsRecommended and implemented methods for boosting sales efficiency including improving a system for tracking daily sales figures for comparing with other stores in different marketsHired and trained 2-3 employees and supervised 9 employees while overseeing local store operations and inventory flow and assisted Spanish speaking clients