Ariel Montano
Nest Egg Financial
Houston,TX
2
Languages
19
years of professional experience
Results-oriented Vice President experienced in strategic planning and business development. Drove organizational growth and optimized client engagement by leading cross-functional teams and implementing tailored financial solutions. Cultivated strong client relationships through proactive communication and collaboration, enhancing satisfaction and operational performance.
Work History
Vice President
7 Years 7 Months- Led strategic initiatives to enhance financial planning services and optimize client engagement strategies.
- Oversaw cross-functional teams in delivering integrated financial solutions tailored to individual clients' needs.
- Developed and implemented risk management frameworks to safeguard client assets effectively.
- Streamlined operational processes, resulting in improved efficiency and reduced turnaround times for service delivery.
- Collaborated with executive leadership to drive organizational growth through innovative product development initiatives.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Oversaw divisional marketing, advertising and new product development.
- Initiated strategy to drive company growth and increase market share and profitability.
- Communicated business performance, forecasts and strategies to investors and shareholders.
Account Manager
3 Months- Developed tailored solutions to meet client needs, driving retention and loyalty initiatives.
- Managed client relationships, fostering trust and enhancing satisfaction through proactive communication.
- Analyzed market trends and client feedback to refine service offerings and identify growth opportunities.
- Coordinated cross-functional teams to deliver projects on time and within budget constraints.
Call Center Representative
10 Months- Managed high-volume inbound calls while maintaining professionalism and composure.
- Provided exceptional customer service by resolving inquiries and complaints efficiently.
- Assisted guests with booking modifications and inquiries, ensuring a seamless experience.
- Trained new representatives on operational procedures and software systems effectively.
Timeshare Sales Consultant
11 Months- Conducted comprehensive property presentations, effectively highlighting benefits of ownership options.
- Analyzed client needs to recommend tailored vacation solutions, ensuring optimal match with offerings.
- Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
- Collaborated with marketing team to develop targeted campaigns that increased lead generation.
Server /Head Bartender
9 Years 6 Months- Managed multiple tables efficiently, prioritizing guest needs and maintaining high service standards.
- Delivered exceptional customer service, ensuring a positive dining experience for guests.
- Trained and mentored new staff on menu knowledge and service protocols to enhance team performance.
- Collaborated with kitchen staff to ensure timely food preparation and accurate order fulfillment.
Blueprint Specialist
6 Years 4 Months- Developed and implemented project schedules to ensure timely completion of construction tasks.
- Conducted site inspections to assess compliance with safety regulations and quality standards.
- Collaborated with cross-functional teams to enhance operational workflows and efficiency.
- Trained and mentored junior staff on best practices and industry standards in construction processes.
Education
Bachelor of Arts - Architecture
Associate of Arts - Graphic And Digital Design
Skills
Strategic planning
Business development
Sales leadership
Account management
Client relations
Partnership management
Client engagement
Results-driven
Team leadership
Performance monitoring
Decision-making
Complex Problem-solving
Critical thinking
Coaching
Training
Relationship building
Corporate communications
Sales leadership
Presentations
Public speaking
Event networking
Customer rapport
Talent acquisition
Regulatory compliance
Industry networking
Compliance management
Financial strategy
Employee retention
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Vice President
Nest Egg Financial
02.2019 - CurrentRead More
Account Manager
Infotone
11.2018 - 02.2019Read More
Call Center Representative
Holiday Inn Club Vacations Resort
11.2017 - 09.2018Read More
Timeshare Sales Consultant
Diamond Resorts International - Orlando Office
09.2016 - 08.2017Read More
Blueprint Specialist
Clarks Inc Construction Company
10.2009 - 02.2016Read More
Server /Head Bartender
Red Lobster Restaurant
02.2008 - 08.2017Read More
ITT Technical Institute
Associate of Arts from Graphic And Digital Design
Read More
University of Maryland, College Park
Bachelor of Arts from Architecture
Read More