Omar Castillo Email & Phone Number

Greenwood Village, Colorado, Us

Parker, Colorado, Us

Greenwood Village, Colorado, Us

Greenwood Village, Colorado, Us

• Prepared, analyzed and approved monthly budgets for Hoa.• Reviewed and approved changes to neighborhood covenants.• Review concerns brought up by homeowners and resolve in a timely manner.

Chicago, Illinois, Us

• Successfully build relationships for growth and retention of business. Emphasis on new business development.• Effectively analyze existing profiles while looking for creative ways to optimize portfolios.• Proactively make outbound calls and schedule appointments centered around educating customers and building relationships• Creatively prepared a financial analysis, review, and recommendation for the appropriate products and services using my cross-selling skills.

Cleveland , Ohio, Us

• Proactively Manage a Premier/Excellent household customer portfolio.• Effectively profile our customers to determine their financial needs and services.• Creatively prepared a financial analysis, review, and recommendation for the appropriate products and services using my cross-selling skills. • Successfully represented the customer by referring them to our financial partners with the goal of ascertaining 100% of the customers business. These Partners provide a broad base of services which include: Deposit-based services, Credit services, Investment services, Fee-based products and services.• Develop and maintain relationships with Key Bank Partners to maximize our sales opportunities and achieve sales standards.• Proactively make outbound sales calls to inform and educate customers about a wide variety of financial services and solutions that will meet their needs and deepen their customer experience with Key Bank.

• Owned 3 tractor-trailers that hauled aggregate materials for local aggregate companies in the Denver metro area.• Hired, managed and trained new and existing drivers to keep current with federal DOT standards. • Prepared payroll and all applicable taxes for each employee and applicable human resources. • Prepardd and proceesed billing for multiple customers.

• Outstanding success in building and maintaining relationships with our new and existing customers when opening a checking and savings account.• Extensive cross-selling of all Wells Fargo products and services.• Maintained a record of our business clients and successfully advised them on current investment and financial decisions, creating trust and giving them the opportunity to make informed decisions.• Developed the mortgage and personal loans for new and existing clients.• Advised customers on various types of mortgage products available to them.• Analyzed and calculated payment plans for clients wanting to finance or refinance a home and the options available to them.

New York, Ny, Us

• Member of the tax team correcting errors on 5498’s and 1099r’s, required heavy use of math skills.• Supported financial advisors by providing advice and answers on 401k, 403b7, SEP’S, IRRA’S, Roth’s and all retirement accounts.• Provided balance information, transferred funds and securities within accounts.• Provided general basic advice on stocks, bonds, mutual funds, and annuities

Associate'S Degree, Marketing & Management

General Studies