Alan Castillo
Newport Beach,California
Summary
Experienced Financial Services Porfessional and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
7
7
years of professional experience
Work History
Financial Representative
Virtuity Financial Partners
10.2019 - 02.2024
- Create, build, and sustain quality relationships with individuals & business owners
- Educate potential clients on how money works, identify financial needs & goals, explore custom solutions, and implement plan & review annually.
- Lead and coach others to become self-sufficient to go out on the field to help get behind the mission of making sure we spread financial literacy by leaving no family or aspiring business owners behind.
- Reviewed community and industry markets to increase number of clients and expand overall market share.
- Conducted regular portfolio reviews with clients to assess progress toward goals and adjust strategies as needed.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Relationship Banker
Bank of America
12.2018 - 02.2022
- Displayed passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Communicate effectively and confidently with all clients
- Work well with others and collaborates productively to get things done
- Comfortable asking clients about their financial goals and introducing services and products that will meet their needs.
- Worked with clients to address and respond to client and partnership management issues.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Account Manager
Transcendance Inc
08.2018 - 12.2018
- Build lasting relationships with customers by contacting them to follow up on purchases and suggest new merchandise
- Set and achieve personal advertising goals while supporting the goals of the team
- Greet customers in a timely, professional and engaging manner
- Provide honest and confident feedback to customers regarding merchandise
- Consistently seek new product knowledge to act as an expert for the customer
- Work as a team player to ensure each customer receives the best service possible.
Account Manager Intern
Popshorts Inc
07.2017 - 08.2018
- Create profiles for potential clients via SellerCrowd and Pipedrive
- Submit potential clients into an automated emailing system via prospect.io
- Attend Think LA events and create relationships with vendors and buyers.
Education
Bachelor of Arts - Advertising
California State University, Fullerton
Fullerton, CA05.2018
Skills
- Leadership
- Computer Skills
- Ability to Work Under Pressure
- Ability to Work in a Team
- Customer Service
- Communication Skills
- Client Interviews
- Strategic Planning
- Debt management
- Client Relations
- Business Growth
- Team Leadership
Timeline
Financial Representative
Virtuity Financial Partners
10.2019 - 02.2024
Relationship Banker
Bank of America
12.2018 - 02.2022
Account Manager
Transcendance Inc
08.2018 - 12.2018
Account Manager Intern
Popshorts Inc
07.2017 - 08.2018
Bachelor of Arts - Advertising
California State University, Fullerton