Paul Guevara Email & Phone Number

New York, New York, United States

• Directed Research and Operations for the financial services and estate planning firm, representing a client base of 50+ brokerage accounts.• Provided exceptional customer service by addressing clients’ personal goals, net worth and financial targets, and risk tolerance. Adjusting appropriately during clients’ life-altering events and assisting with applicable changes to their portfolios’ asset allocation.• Led the quarterly capital markets reports’ composition, and client reports of rebalancing portfolios.• Utilized a self-designed control system to optimize portfolio efficiency, safety, and precision, while ensuring the accuracy and privacy of financial records, in line with SEC and FINRA regulations.• Managed IES’ partnership with Unum Insurance/Mastercard joint venture by receiving and posting monthly residual payments outlined in clients’ policies.• Organized a credit card payment service for clients in the medical profession to simplify and reduce business costs.• Spearheaded workstreams associated with the wind-down of business whilst ensuring efficient management of client transition process and compliance with data security regulations.

New York, New York, United States

• Surpassed personal SaaS license sales targets by achieving $2.3M in sales to Fortune 500 firms, including Morgan Stanley, through strategic partnerships, industry events, webinars, and seminars, significantly boosting brand visibility.• Successfully reached 102% of the sales quota in my inaugural year, translating to $550,000 in sales.• Led and mentored a ten-member sales team, leveraging enhanced software functionalities based on SQL and MS Dynamics analysis to sustain a client retention rate between 92-94%.• Consistently outperformed annual sales goals over five years, reaching 102-107% of sales quotas with a total of $5.765 million in sales, of which my personal contribution amounted to over $2.3 million.• Drove team efficiency and performance optimization through meticulous finance and operations management using SQL and MS Dynamics.• Initiated and led a comprehensive training program for over 15 new team members, focusing on product knowledge, sales techniques, and software tools, thereby enriching the team’s expertise and capacity.

New York, New York, United States

• Launched a PR agency as a full-time student, escalating business to $500K in revenue in two years.• Forged a high-profile strategic alliance with the Black Eyed Peas, amplifying media exposure and enhancing brand presence through targeted promotional campaigns.• Directed the creation and distribution of press materials, markedly boosting client visibility and securing media placements in notable collaborations.• Orchestrated comprehensive PR campaigns and managed media relations, securing widespread media coverage, and solidifying the firm's reputation for premier PR services.

Philosophy & English Literature

I have a diverse educational background that combines specialized skills in logic, analysis, computing, and technical writing. This.

Education record