Roberto Acevedo Email & Phone Number

Miami, Florida, United States

PRIMARY RESPONSIBILITIES* Working directly with the Training Director & Project Development Training Manager to design, develop & implement training strategy for NAM wholesale, distribution & retail internal/external partners* Responsible for executing all training initiatives & directions, identifying training needs & focus for both Brands, Products and Selling Techniques* Focus on execution of training & sales developments as KPIsKEY RESPONSBILIBITES* Executing all training initiatives & directions; cascading training focusing on the Brands, Products & Selling Techniques to support the Commercial Team's KPIs* Delivering training programs for all distribution partners in the North America/Canada Regions; including wholesale to retail partners, internal sales force ensuring they are all equipped with knowledge to present & facilitate Sell-Out* Controlling & monitoring the training & travel budgets to ensure cost effectiveness* Managing the successful execution & implementation of the North America/Canada Strategy Projects* Brand Ambassador coaching, seasonal product collection trainings for internal sales force* In-store & Special Event Client Training Execution across all channels* Brand Immersion Execution for internal teams & external clients* New Hires Onboarding* Commerical Trade Show Support* Development & Execution of Training ROI Reporting* Other Regional Training Programs based on commercial needs

New York, New York

Primary Functions* responsible for developing, implementing and executing sales strategies for the Independent channel* growing top line sales through relationships with key influencers in Optical Alliances and Buying Groups* building relationships and bridging communication between these external groups and internal management while optimizing the sales growth for this channel* advancing our corporate mission and driving sales results within the North American optical market, with a particular focus on Buying Groups and AlliancesKey Responsibilities* Analyze, design and implements annual sponsorships and programs with North American based strategic partners* Use competitive knowledge on the independent channel of trade to be able to recommend opportunities to gain market share* Liaise between Sales Force and Strategic Partners to maximize opportunities in the field* Operate as a lead point of contact for any and all matters specific to the Alliance and Buying Groups* Conduct trainings to strategic partners and their members for the purpose of maintaining consistent messaging* Give presentations on enhanced practice management and market trends to large groups of doctors and 3Os* Develop new businesses with existing clients and/or identify new areas of opportunity to exceed sales quotas Forecasts monitors and communicates all budgets related to promotions and annual programs* Works across multiple internal functions to create and maintain appropriate reporting for management and field to track and monitor sales and customer database* Train and become expert for all the other salesforce people in building customer experience and customer selling approach through the entire channel* Data Reporting and Consolidation for the entire channel with the support of Sales Reporting Manager to enable the SVP in strategical business decision making, business development opportunity and business index/penetration missing

Miami/Fort Lauderdale Area

* Rehired where I served prior for 12 years* Relationship Management with a focus of the client banking experience at Chase through our Private Client Services offerings* Main point of contact for a select group of affluent clients, as well as other customer in the branch* Manage those client's complete banking relationship across the company* Help acquire new clients by actively developing internal and external sources* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers* Series 6 License* Life Insurance License* National Mortgage Licensing System registered* Adhering to policies, procedures and regulatory banking requirements

Orlando, Florida Area

* Work with Center Director and Team Managers to define baseline performance objectives for revenues that are site-specific* Design programs to improve performance including customer communication guides, tools and rule structures* Meet and exceed all of sales & customer service measurements* Establish and lead standard of customer care operations, projects and services, individual, team and office performance using corporate and marketing strategies* Maintain effective, constant communication with support areas, managers and other center employees* Train and coach sales specialists* Subject matter expert with the sales specialist job, requirements, processes and systems

Alabama, Georgia And N. Florida

* Attached training tools were created by me to help the Field Sales Team become more effective and efficient and report fields sales on a monthly basis* Fostered and maintained excellent partnerships with our accounts by supporting them with all their daily account needs, worked in complete partnership with JH corporate executives and our store owners & managers to assist in the brand management and enhancement of sales for 13 National doors & 20 independent doors.* Opened new independent authorized retailers (as needed by corporate) to grow the business and expand the company's footprint in the territory* Submitted all monthly orders & special orders requests on a monthly basis, visited each client's door locations with samples & line sheets, wrote orders for each door, recognized by company for exceeding corporate expectations in January 2015* Managed special events in my territory & other areas as needed in: DC, NC, TN, NV, Puerto Rico and Barbados* Point of contact for daily inquiries via phone and email including but not limited to: monthly orders, order updates/issues, RTV requests, consumer problems, repair issues, creations, special order requests, etc.* Visual Merchandising management in each door by providing monthly visits and adhering to company merchandising standards* Training and education to all doors for: seasonal newness, collection & company direction, and special events. Training and education sessions in classroom settings and/or one-on-one* Managed special order business; tracked consumer orders for all accounts, followed up with corporate customer service team and production team for production updates and tracking information* Responsible for all analyzation of our accounts monthly on hand inventory and sales, created pivot tables highlighting missed sales opportunities and sales trends

Greater Atlanta Area

* Attached training tools were created by me to help the Frontline Team become more effective and efficient on cash management* Responsible for the overall success of the store team and serve as the face of Wells Fargo in the community* Directly manage sixteen or more employees, conducts performance reviews, selection and performance counseling* Lead with ethics, integrity and embrace diversity and inclusion* Expert in the store and can effectively demonstrate all aspects of the Wells Fargo Customer Experience culture, including the Customer Experience Roadmap process* Possessed in-depth knowledge about products and systems, model behavior, train / coach the team to success, and use initiative and good judgment to manage the store’s budget and lead the store to achieve projected results* Trained, observed, coach, and provide feedback to the service team* Responsible for hiring, coaching, training, and developing all store team members to achieve consistently high performance objectives* Took a balanced approach by “minding the stores’” compliance requirements, effectively scheduling the store team, coaching and developing all team members, consistently addressing team/performance issues, and holding team members accountable for the delivery of exceptional customer service, performance expectations, and operational integrity* Served as a model for the Wells Fargo Customer Experience culture with a focus on ethics, integrity, and embracing diversity* Complied with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations

Orlando, Florida Area

* Attached training tools were created by me to train the Branch Management and Personal Bankers in the Chase Sales Process and Consumer Lending Basics to increase customer service stores and sales* National Sales Trainer & Consumer Lending Basics Trainer Northeast Banking Division* Managed all aspects of running retail banking location(s) including the following locations: Winter Park Palms, Lake Mary, Casselberry, Winter Park Aloma and Waterford Lakes* Directly managed teams sizes from seven to twenty employees, conducts performance reviews, selection and performance counseling* Created an environment that delivers an exceptional experience for both customers and employees* Identified and hired top talent; developing each member of your team to his/her fullest potential; setting a clear direction for the branch; creating great partnerships within Chase and the community at large - all while maintaining a focus on our customers* Actively identified, coached, developed, motivated and supported employees so that they can provide superior service to every customer* Improved revenues and expenses and grew the business,* Ensured that the branch team complied with policies, procedures and regulatory banking requirements* Outstanding leadership experience, with a proven, successful record of coaching and mentoring employees to improved results* Able to understand and interpret a P&L to make branch profitable* Excellent interpersonal, verbal and written communication skills* Superb probing, analytical, problem-solving and decision-making abilities* Demonstrated commitment to operational integrity, policies, procedures, and regulatory banking requirements* Strong community involvement and/or experience building partnerships with local businesses and organizations* Planned and managed staffing to meet changing Branch and customer needs* Compliance with Dodd Frank/Truth in Lending Act*

Orlando, Florida Area

* Managed all aspects of operations & audit standards of running retail banking location(s) including the following locations: Waterford Lakes and McCoulloch (combined financial center management)* Ensured that retail bank locations were being run per bank's policy and procedures* Passed all corporate audits receiving a "satisfactory rating" from our audit back office departments* Lead the teller staff to ensure Tellers were balancing daily, referring to our Personal Bankers when available and offering 5 star customer service to our customers* Managed loss general ledgers to ensure branches experienced little to no losses* Assisted the Branch Manager in all directives and acting Branch Manager in their absence

Bachelors In Arts, Finance & International Business

Major in Finance with a Minor in International Business while working full-time at JP Morgan Chase Bank

Associate, Arts Finance

Associates in Arts General Studies while working full-time at Bank of America