Ariel Montano
Houston,TX
Summary
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.
Overview
2
2
Languages
Work History
Vice President
Nest Egg Financial
Orlando, FL
02 2019 - Current
- 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
Infotone
Orlando, FL
11 2018 - 02 2019
- 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
Holiday Inn Club Vacations Resort
Orlando, FL
11 2017 - 09 2018
- 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
Diamond Resorts International - Orlando Office
Orlando, FL
09 2016 - 08 2017
- 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
Red Lobster Restaurant
Virginia To Orlando FL
02 2008 - 08 2017
- 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
Clarks Inc Construction Company
Sterling, VA
10 2009 - 02 2016
- 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
University of Maryland, College Park
College Park07.2009
Associate of Arts - Graphic And Digital Design
ITT Technical Institute
Sterling, VA05.2012
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 - Current
Account Manager
Infotone
11 2018 - 02 2019
Call Center Representative
Holiday Inn Club Vacations Resort
11 2017 - 09 2018
Timeshare Sales Consultant
Diamond Resorts International - Orlando Office
09 2016 - 08 2017
Server /Head Bartender
Red Lobster Restaurant
02 2008 - 08 2017
Blueprint Specialist
Clarks Inc Construction Company
10 2009 - 02 2016
Bachelor of Arts - Architecture
University of Maryland, College Park
Associate of Arts - Graphic And Digital Design
ITT Technical Institute