Alejandro Esparza
Financial Services Certified Professional
Summary
Resourceful Financial Services Professional with 4 years of experience building relationships with clients within the financial sector. Currently holding a Bachelor's degree in Finance and multiple industry certifications, including FSCP designation Series 7 and Series 63. Proven ability to build professional networks and deliver tailored financial solutions, enhancing client satisfaction and engagement. Bilingual in Spanish, facilitating effective communication with diverse clientele.
Overview
4
4
years of professional experience
5
5
Certifications
1
1
Language
Work History
Financial Services Professional
NYLife Securities
02.2023 - Current
- Built and maintained strong client relationships through regular communication, ensuring high levels of customer satisfaction
- Provided comprehensive financial advice and guidance to clients, analyzing their financial goals and recommending suitable investment products
- Monitored market trends and economic indicators to provide up-to-date information to clients regarding investment opportunities
Sales Team Lead
Meraki Solar LLC
04.2021 - 01.2023
- Created customized solar proposals for clients based on their specific energy needs and financial goals
- Provided ongoing customer support throughout the entire sales cycle, addressing inquiries, resolving issues promptly, and ensuring customer satisfaction
- Managed and led a team of 5-8 sales representatives, providing coaching and guidance to achieve sales targets
Education
Bachelor's Degree - Finance
The University of Texas At El Paso
El Paso, TX 08/2018 - 12/2022
Designation in FSCP - Financial Services Certified Professional
The American College
Skills
- Sales
- Financial Markets
- Relationship building
- Professional networking
- Portfolio management
- Investment strategies
- Pipeline management
- Bilingual markets
Certification
Securities Industry Essentials
Timeline
Financial Services Professional
NYLife Securities
02.2023 - Current
Sales Team Lead
Meraki Solar LLC
04.2021 - 01.2023
Bachelor's Degree - Finance
The University of Texas At El Paso
08/2018 - 12/2022
Designation in FSCP - Financial Services Certified Professional
The American College
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