Alfonso Andino
Henderson,NV
Summary
Experienced and driven business professional with 8 years of expertise in providing clients with optimal assistance in business strategies and structures, retaining key accounts, and driving overall company profitability. Proven track record of customer relationship management with the ability to thrive in a high pressure environment handling multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Business Continuity Manager
Anderson Business Advisors
2020.08 - Current
- Evaluated organizational structures, recommending changes that streamlined operations and maximized resources.
- Liaised and collaborated with client teams to identify potential risks and pain points in deliverables and services.
- Ensured regulatory compliance by aligning company policies with industry best practices and guidelines.
- Generated over $492,000 in sales by identifying client activities and behaviors to close deals.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Renewal Advisor
Anderson Business Advisors
2020.04 - 2020.08
- Managed portfolios of accounts, ensuring all renewals were completed accurately and on time.
- Stayed up-to-date on state laws and licensing requirements to complete accurate and efficient reviews.
- Collaborated with sales teams to identify upsell opportunities during renewal discussions generating over $110,000 in sales.
- Established trustful rapport with clients through expert knowledge of industry trends, product offerings, and competitive landscape.
- Conducted regular follow-ups with clients to ensure continued satisfaction with products or services provided.
- Received recognition as top performer due to exceptional customer service skills and consistently exceeding renewal and sales targets.
Business Advisor
Anderson Business Advisors
2019.09 - 2020.04
- Developed complete business plans, operational strategies, and generated 21 new business clients.
- Created professional sales presentations to effectively demonstrate product features and competitive advantages generating over $80,000 in revenue.
- Increased client satisfaction by providing tailored business advice and strategies for growth.
- Conducted risk assessments for clients, identifying potential vulnerabilities and recommending appropriate mitigation strategies.
- Managed diverse portfolios of clientele across various industries, demonstrating adaptability and expertise in addressing unique challenges faced by each organization.
Financial Advisor
Ameriprise Financial
2016.08 - 2018.12
- Reviewed and optimized investment portfolios by serving 300+ high value clients and over $150M AUM (Assets Under Management).
- Completed trade transactions in stocks, bonds, mutual, and money market funds to meet clients' needs.
- Provided high quality investment guidance to clients based on their needs, goals, and lifestyle.
- Developed and implemented 60 financial policies per quarter based on extensive research findings.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Associate of Arts - Business Administration
Borough of Manhattan Community College of The City University of New York
New York, NY05.2014
Skills
- Client Relationship Building and Management
- Strategic Account Planning
- Revenue Growth
- Teamwork and Collaboration
- Analytical and Critical Thinking
- Business Analysis
- Presentation Skills
Timeline
Business Continuity Manager
Anderson Business Advisors
2020.08 - Current
Renewal Advisor
Anderson Business Advisors
2020.04 - 2020.08
Business Advisor
Anderson Business Advisors
2019.09 - 2020.04
Financial Advisor
Ameriprise Financial
2016.08 - 2018.12
Associate of Arts - Business Administration
Borough of Manhattan Community College of The City University of New York
Similar Profiles
Abraham CarrilloAbraham Carrillo
Staff Accountant at Anderson Business AdvisorsStaff Accountant at Anderson Business Advisors
Xavia BurnhamXavia Burnham
Client Tax Coordinator at Anderson Business AdvisorsClient Tax Coordinator at Anderson Business Advisors
Sebastian SamuelsSebastian Samuels
Corporate Recruiter at Anderson Business Advisors, PLLC.Corporate Recruiter at Anderson Business Advisors, PLLC.