Summary
Work History
Education
Skills
Affiliations
Languages
Timeline
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Eduardo Becerra

Sylmar,CA

Summary

Effectively connecting with clients with the goal of meeting their needs. Well-versed in communicating with different individuals and negotiating successful solutions focusing on offering superior support and meeting the organization's goals.

Highly-motivated employee with desire to take on new challenges along with a strong worth ethic, adaptability and exceptional interpersonal skills and adept at working effectively unsupervised and quickly mastering new skills.

Work History

Financial Market Analyst/Money Manager 10 Years

Self Employed Services
Sylmar, California
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Identified investment opportunities that fit the clients goals.
  • Create investment plans.
  • Market analysis to identify high-yielding returns or more modest investment opportunities for the client.
  • Negotiated pricing contracts with customers to maximize profits.
  • Adhered to established policies and procedures when handling customer accounts.
  • Reviewed monthly performance against desired targets.
  • Recommended changes in products and services based on customer feedback.
  • Presented products and services to prospective and existing customers to meet client needs.
  • Contacted new and existing customers to outline benefits of products.
  • Fostered relationships with customers to expand customer base and retain business.
  • Managing 50M in assets.

Financial Market Analyst Instructor/Money Manager

Udemy Online Training
Sylmar, California
  • Created a training course developed over multiple-years in financial market research now offered on Udemy.com in the form of a 150 hour course for those interested in learning investments and/or becoming money manager's.
  • Made contributions to the the study of the financial markets in discoveries in market movements hereforeto unknown and able to effectively convey this knowledge.
  • Maintain communication with students to ensure they receive the maximum benefit in the program.
  • Monitor students progress through the program to ensure their success.
  • Developing this program out of nearly 20k hours of extensive financial market research and refining what I have learned into a very manageable form.

Sales Representative

Self-employed
Sylmar, CA
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Analyzed customer feedback to improve products and services.
  • Maintained accurate records of all sales and prospecting activities.
  • Conducted market research to identify potential customers and their needs.
  • Provided accurate information about products, prices and services.
  • Assisted customers with product selection, sizing and styling.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Answered incoming telephone calls to provide store, products and services information.
  • Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
  • Worked with fellow sales team members to achieve group targets.
  • Developed trusting relationships with customers by making personal connections.
  • Assessed customer needs to provide assistance and information on product features.

Education

Ph.D. - Financial Market Analysis

Elliot Wave Principle
Los Angeles

Bachelor of Arts - British Literature

University of California Santa Barbara
Santa Barbara, CA

Associate of Arts - Business Administration

Los Angeles Mission College
Sylmar, CA

Some College (No Degree) - English

College of The Canyons
Valencia, CA

Skills

  • Customer Relations
  • Inside and Outside Sales
  • Closing Sales
  • Negotiation Tactics
  • Interpersonal Communication Skills
  • Relationship Selling
  • Product Promotions
  • Relationship Building
  • Strategy Development
  • Prospecting Skills
  • Market Research and Analysis
  • Product Merchandising

Affiliations

  • Accomplished Musician.
  • Culinary Arts

Languages

Spanish
Native/ Bilingual

Timeline

Financial Market Analyst/Money Manager 10 Years

Self Employed Services

Financial Market Analyst Instructor/Money Manager

Udemy Online Training

Sales Representative

Self-employed

Ph.D. - Financial Market Analysis

Elliot Wave Principle

Bachelor of Arts - British Literature

University of California Santa Barbara

Associate of Arts - Business Administration

Los Angeles Mission College

Some College (No Degree) - English

College of The Canyons

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Eduardo Becerra