Sara Fernandez Email & Phone Number

Guaynabo, Puerto Rico

San Juan, Puerto Rico

Coral Gables, Florida, United States

• Responsible for keeping the advisor in constant selling situations by prospecting, cold calling, following up with existing clients, and scheduling meetings that led to new clients and incremented assets under.
• Completed client situation analysis based on budget, short-term, and long-term goals. Responsible for preparing presentations, proposals, illustrations, and recommendations based on analysis.
• Involved in meetings by assisting clients and obtaining necessary information such as fact finding, applications, client onboarding, and other servicing forms.
• Assessed client’s individual needs such as underwriting requirements, servicing requests, provide current status of account values, schedule medical exams, placed order tickets, loans, transfers, processed checks.
• Participated in prospecting framework that have led to a drastic increase in referral rates and identified cross-selling opportunities for existing clients.
• Relationship manager and laison between the network office and home office, financial advisor, and clients.

Fairfield, Connecticut

Direct over 100 freshman in the College of Business. Advised on career planning and major selection. Teach resume workshops and provided individual instruction on resume development. Lead presentations to groups of prospective parents and students ranging in size from 10 -50 people to promote the services of Career Development.

San Juan, Puerto Rico

Applied financial measures to analyze Bacardi’s competitor reports and statements. Assisted CFO in sales, forecasting, and time sensitive year end accounting reports such as Income Statement, Balance Sheet, and Cash Flow Statement. Collaborated with marketing interns to develop ideas for advertising campaigns for Santander and Kia Motors; idea was approved.

San Juan, Puerto Rico

Assisted financial advisors in preparing product presentations for clients.Participated in telemarketing campaigns through cold calls; 20% of cold calls resulted in prospective clients with 10% of those calls resulting in new customers. Utilized Excel to produce status reports regarding telemarketing campaigns.

San Juan, Puerto Rico

Assisted in the coordination of seminars and events for potential clients.Contacted current clients and prospective clients to coordinate meetings in regards to their corporate finances.

Master Of Business Administration (M.B.A.), Finance, General, 4.00

Bachelor Of Science, Finance And Economics, 3.70

Activities and Societies: • D1 Women’s Volleyball Team (2011-2014), Team Captain (2014) • Investment Portfolio Program, Sacred Heart.