Elizabeth Bouchereau
Senior Sale Associate
West Palm Beach,FL
Summary
Detailed-oriented professional with high energy and an engaging personality. Hardworking team builder able to motivate others to maximize performance.
Overview
19
19
years of professional experience
5
5
Certifications
3
3
Languages
Work History
Associate Partner
New York Life
01.2025 - 07.2025
- - Supported team growth and business development as a leadership track role.
- - Guided and mentored financial professionals to reach business goals.
- - Assisted in strategy planning for expanding client base and improving client satisfaction.
Financial Professional
New York Life
Palm Beach, Florida
10.2023 - 01.2025
- - Provided personalized financial strategies to meet clients’ insurance and investment needs.
- - Built and maintained strong client relationships.
- - Educated clients on policies and long-term financial planning.
Virtual Executive Assistant
Time Etc USA
06.2022 - 10.2023
- - Managed daily invoices, reports and proposals.
- - Managed and tracked expenses to meet company budget requirements.
- - Delivered optimal administrative, customer service and case management support.
- - Coordinated meeting and work schedules for staff teams and executives.
- Provided English–Spanish–French-Creole interpretation for clients
Real Estate Assistant & Tax Preparer
Freedom Realty of America
01.2020 - 05.2022
- - Assisted realtors with private viewings, enabling clients to see available properties.
- - Wrote purchase agreements, disclosures and other contractual documents.
- - Managed advertising and email marketing campaigns for listings to attract qualified buyers.
- - Followed up with prospects throughout sales processes to offer assistance.
- - Handled tax preparation, campaign management, and client database organization.
Marketing Project Manager
Pharmavie
12.2015 - 12.2018
- - Researched and developed products to showcase benefits and retain customers.
- - Implemented pricing structures balancing firm objectives with customer targets.
- - Led a team of 4 in production and infrastructure management.
- - Prepared proposals and maintained accurate sales forecasts.
Marketing Events Manager
Rebo SA
03.2014 - 10.2015
- - Planned and executed events and marketing programs.
- - Orchestrated product launches to expand market share and generate revenue.
- - Built brand awareness while managing internal and external campaigns.
- - Reduced marketing costs through streamlined strategies and budget monitoring.
Marketing Representative
Coca Cola Bottling Company
11.2013 - 04.2014
- - Distributed advertising and marketing collateral to store locations.
- - Promoted products and services across store networks.
- - Prepared weekly marketing reports by collecting and summarizing sales data.
Marketing Assistant
Cooperativa Del Norte
05.2013 - 08.2013
- - Designed and presented marketing plans.
- - Supported product changes to drive customer engagement.
- - Reviewed historical data to inform strategic campaign development.
Administrative Agent
Unigestión Holding S.A
05.2006 - 05.2008
- - Tracked daily staff tasks and maintained administrative procedures.
- - Assisted executives with reporting and decision-making processes.
- - Supervised customer care agents to ensure excellent service.
Education
Associate Degree - Secretarial Studies and Office Administration
Cisa
05-2007
Bachelor of Arts - Marketing
Pontificia Universidad Catolica Madre Y Maestra
06.2013
High School Diploma -
Cours Prive St Ignace De Loyola
06-2006
Skills
- - Teamwork and Collaboration
- - Client Targeting (Sales)
- - Attention to Detail
Certification
- Logistics
Timeline
Associate Partner
New York Life
01.2025 - 07.2025
Financial Professional
New York Life
10.2023 - 01.2025
Virtual Executive Assistant
Time Etc USA
06.2022 - 10.2023
Real Estate Assistant & Tax Preparer
Freedom Realty of America
01.2020 - 05.2022
Marketing Project Manager
Pharmavie
12.2015 - 12.2018
Marketing Events Manager
Rebo SA
03.2014 - 10.2015
Marketing Representative
Coca Cola Bottling Company
11.2013 - 04.2014
Marketing Assistant
Cooperativa Del Norte
05.2013 - 08.2013
Administrative Agent
Unigestión Holding S.A
05.2006 - 05.2008
Bachelor of Arts - Marketing
Pontificia Universidad Catolica Madre Y Maestra
Associate Degree - Secretarial Studies and Office Administration
Cisa
High School Diploma -
Cours Prive St Ignace De Loyola