Aiden Madueno
Colton,CA
Summary
Accomplished Financial Strategist at The Financial Architects, enhancing business growth through strategic market analysis and client relationship building. Expert in risk assessment and team leadership, I've significantly mentored staff and increased revenue streams. Skilled in sales expertise and creative thinking. Results-oriented achiever with ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
FInancial Strategist
The Financial Architects
03.2022 - Current
- Developed comprehensive strategies by analyzing market trends and consumer behavior to drive business growth.
- Mentored junior team members, fostering professional growth and development while reinforcing a positive work environment.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Benefits Advisor
Aflac
01.2021 - Current
- Directed and controlled 401K, medical, dental, and vision benefit packages.
- Assisted in the development of communication materials related to benefits plans, increasing awareness of program updates or changes.
- Streamlined benefits enrollment process for new hires, ensuring a smooth onboarding experience.
- Developed custom benefits packages tailored to individual employee needs, boosting overall job satisfaction rates.
- Collaborated with HR team to create and implement wellness programs that improved employee health and productivity.
Broker and Co-owner
Redstone Insurance Services LLC
01.2019 - 12.2020
- Increased agency revenue by implementing effective sales strategies and training programs for staff.
- Recruited and mentored top-performing insurance agents, fostering a supportive and results-driven work environment.
- Implemented cross-selling initiatives that increased sales of ancillary products alongside primary policies for added revenue streams.
- Developed strong relationships with underwriters and carriers to negotiate better coverage options for clients.
Bail Agent Assistant
Answer Bail Bonds
01.2018 - 12.2018
- Filed paperwork and paid bonds to court, providing prompt jail release for defendants.
- Conducted thorough background checks to accurately assess risk factors and determine appropriate bond amounts for clients.
- Processed payments from defendants to secure bonds.
- Increased client satisfaction by providing timely and efficient bail bond services.
Education
San Bernardino Valley College
San Bernardino, CA 09.2017 - 05.2018
Kaplan Financial Education
Online 04.2017 - 05.2023
High School Diploma -
Grand Terrace High School
Grand Terrace, CA06.2017
Skills
Team Leadership
Project Coordination
Creative Thinking
Decision-Making
Talent Development
Problem-solving abilities
Sales expertise
Sales and Marketing
Risk Assessment
Languages
Spanish
Native or Bilingual
Timeline
FInancial Strategist
The Financial Architects
03.2022 - Current
Benefits Advisor
Aflac
01.2021 - Current
Broker and Co-owner
Redstone Insurance Services LLC
01.2019 - 12.2020
Bail Agent Assistant
Answer Bail Bonds
01.2018 - 12.2018
San Bernardino Valley College
09.2017 - 05.2018
Kaplan Financial Education
04.2017 - 05.2023
High School Diploma -
Grand Terrace High School
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