Diana Carolina Cardona Sosa
Washington DC,DC
Summary
Dynamic Wealth Management Consultant with a proven track record at PROTECCION SA, excelling in retirement planning and client education. Expert in portfolio management, I foster strong client relationships through attentive service and strategic insights, enhancing client retention and satisfaction. Committed to delivering tailored financial solutions that drive success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Wealth Management Consultant
PROTECCION SA
05.2017 - 12.2022
- Monitored economic conditions, market fluctuations, and regulatory changes to continuously adjust wealth management approaches as needed.
- Provided ongoing financial education to clients, ensuring they fully understood the rationale behind recommended strategies.
- Constructed detailed investment proposals for prospective clients demonstrating the value added by our wealth management services.
- Assisted clients in navigating complex financial situations such as retirement planning, estate planning, and business succession planning.
Textile Printing Sales Agent
ARTEXTIL SAS
09.2015 - 03.2017
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Explained features and advantages of printing products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Sales Manager
ULINK SAS
02.2013 - 09.2015
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Product Specialist
Cueros Velez SAS
06.2012 - 01.2013
- Spearheaded successful product launches, generating widespread brand awareness and interest from potential customers.
- Managed product portfolio, ensuring balanced offering that met diverse market demands.
- Increased market share with strategic product positioning and competitive analysis.
- Optimized inventory management, ensuring timely availability of products for customers.
- Conducted competitive analyses to inform strategic decisions, positioning products effectively in market.
Education
MBA - Business Administration
University of The Potomac
Washington DC08-2026
Master of Business Administration - Finance
EAFIT University
Medellin, Colombia06-2013
Advance Diploma in Business And Marketing - Marketing
Australian Pacific College APC
Sydney, Australia08-2010
Postgraduate in Finance - Finance
EAFIT University
Medellin, Colombia12-2006
Bachelor of Economics - Economics
EAFIT University
Medellin, Colombia12-2003
Skills
- Retirement planning
- Portfolio management
- Wealth preservation
- Tax planning
- Client education
- Lead prospecting
- Client retention
- Teamwork and collaboration
- Customer service
- Attention to detail
- Organizational skills
- Adaptability and flexibility
Certification
- Diploma in Stock Market
- Diploma in Stock Market Operations
- Diploma in Personal Shopper
- Strategic Retail Management Seminar
- Personal Sales Coaching
- Emotional Coaching
Languages
Spanish
Native or Bilingual
English
Full Professional
Interests
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Gym Workouts
- Dancing
- Regularly practice mindfulness and meditation for overall wellness
Timeline
Wealth Management Consultant
PROTECCION SA
05.2017 - 12.2022
Textile Printing Sales Agent
ARTEXTIL SAS
09.2015 - 03.2017
Sales Manager
ULINK SAS
02.2013 - 09.2015
Product Specialist
Cueros Velez SAS
06.2012 - 01.2013
MBA - Business Administration
University of The Potomac
Master of Business Administration - Finance
EAFIT University
Advance Diploma in Business And Marketing - Marketing
Australian Pacific College APC
Postgraduate in Finance - Finance
EAFIT University
Bachelor of Economics - Economics
EAFIT University
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