Daniel Coelho
Boca Raton,FL
Summary
Results-driven in all aspects of life bringing a progressive background in hostile environments. Natural leader with exceptional skills in customer relations, administration, and scheduling. Manages competing priorities with organized and resourceful approaches.
Overview
3
3
years of professional experience
Work History
Financial Consultant
5 Rings Financial
2022.06 - Current
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Met with customers to provide information about available products and policies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Digital Marketer
Self-employeed
2021.08 - Current
- Drove email acquisition and marketing campaigns to support key business initiatives across account management, new business development, and customer experience.
- Manage marketing campaigns to cultivate brand awareness and drive website traffic.
- Measure and report performance of all digital marketing campaigns, and assessed against ROI and KPIs.
- Identifiy growth opportunities and developed initiatives to increase market share.
- Increase customer engagement through social media.
- Create websites from scratch that generated hundreds of dollars monthly
Bartender
Boca West Country Club
2022.11 - Current
- Serve bar food and alcoholic beverages including wine, craft beer, and custom cocktails to 200-300+ patrons/night.
- Studied and memorized over 75 popular cocktail recipes, and dozens of local beers and international wines in order to give quality recommendations to guests.
- Maintain a clean and organized bar area by constantly wiping down surfaces, loading and unloading dishes, and replenishing fresh ingredients.
- Coordinate with team to maintain safe environment by regulating alcohol consumption and de-escalating conflicts.
- Handle and process $5,000+ in transactions per shift including credit, debit, and cash payments.
Bar Back
The Boca Raton Resort And Club
2021.03 - 2022.10
- Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
- Delivered food to customers at bar and tables.
- Maintained adequate levels of condiments and well-stocked drink stations to keep service flowing smoothly.
- Restocked glassware, cleaned tables and organized supplies to meet demanding trading periods throughout shift.
- Operated POS system to collect payments from customers.
- Addressed customer complaints and inquiries to verify satisfaction.
Education
Bachelor - Business Economics
Florida Atlantic University
Boca Raton, FL05.2026
Skills
- Social media activities
- Email Marketing
- Marketing strategy
- Online marketing
- Point of sale operation
Languages
Spanish
Limited Working
Portuguese
Native or Bilingual
English
Native or Bilingual
Timeline
Bartender
Boca West Country Club
2022.11 - Current
Financial Consultant
5 Rings Financial
2022.06 - Current
Digital Marketer
Self-employeed
2021.08 - Current
Bar Back
The Boca Raton Resort And Club
2021.03 - 2022.10
Bachelor - Business Economics
Florida Atlantic University
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