Eugenio Meza
San Diego,CA
Summary
Experience with successfully managing all aspects of a large Company’s operational team. Including selecting, managing, and training staff; developing and updating workflows; establishing and monitoring productivity goals; and leading across - multifunctional teams on workplace projects. Have designed procedures and workflows as well as spearheaded important time sensitive projects. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
16
16
years of professional experience
Work History
Payroll Manager/HR (Part Time)
Casa Octavio Tequila Bar
05.2022 - Current
- In charge of payroll.
- Manage POS system.
- In charge of onboarding & offboarding process of all employees.
- Monitor employees’ punctuality and productivity.
- In charge of ensuring all employees have proper certifications on file and up to date.
- Mange floor during busy days.
Director of Operations
Coronado Distribution Company
01.2020 - 01.2022
- Built this department from concept to execution.
- Hired and worked with Real Estate Agent in Tijuana to attain office space.
- Negotiated lease agreement.
- In charge of all logistics.
- Remodeled office to fit our concept and needs.
- Hired all staff for various positions (Sales, IT, Marketing, etc,.)
- Worked closely with our Marketing/IT departments to create website in Spanish.
- Developed and coordinated networking strategy to market ourselves in Mexico. Amongst others, this included becoming affiliated with various entities in Tijuana, such as Chamber of Commerce and Chamber of industry.
- Proactively reaching out to manufacturers in Baja California for possible partnerships with our company
- Vetted manufacturing companies once identified as possible partnerships.
New Accounts Manager
Commonwealth Financial Network
01.2016 - 01.2020
- Managed operational team (12-15 people).
- Scheduled and coordinated weekly meetings.
- Interviewed prospective employees.
- Made recommendations regarding employment.
- Performed employee annual reviews and quarterly feedbacks.
- Coordinated employee trainings and development.
- Performance appraisals
- Gave feedback on salary adjustments and other related personnel actions.
- Established uniform standards for account requirements and oversaw the process.
- Facilitated trainings for new workflows and implementations of new technology.
- Developed process improvements to enhance workflows.
- Worked with financial advisors to resolve escalated issues.
- Worked with other operational departments to find common ground and solve issues.
- Primary contact for all issues involving thedepartment.
- Conferred with other departments such as the Legal Team & Compliance to revolve issues.
- Performed qualitative and quantitative analysis of all direct reports.
- Spearheaded special projects.
New Accounts Team Lead
Commonwealth Financial Network
01.2011 - 01.2016
- Oversaw New Accounts personnel - planned, allocated and monitored work.
- Provided training, guidance, and feedback as needed.
- Worked closed with manager to coordinate workflows and process improvements.
- Performed qualitative and quantitative analysis of departmental audits.
- Interviewed prospective employees and made recommendations.
- Coordinated trainings for continuing education as well as for new hires.
- Coordinated monthly schedules of employee responsibilities.
- In charged of multiple audits required to be performed on a weekly, monthly, and annual basis.
- First line of contact for peers as well as other operational departments for escalated issues.
- Worked close with IT department to make process improvements.
- Assisted financial advisors and their staff with any questions related to required paperwork.
- Established new client accounts, and implemented account maintenance as needed.
- Conferred with other departments to resolve issues concerning new accounts (e.g, Compliance, Legal).
New Accounts Associate/Senior Associate
Commonwealth Financial Network
01.2008 - 01.2011
- Established a wide range of new client accounts across all registration types and business lines using multiple methods and computer programs.
- Performed all other duties related to account establishment.
- Reviewed account paperwork for all new business to ensure accuracy and completeness, and worked with financial advisors and their assistants to resolve issues of paperwork not being in good order.
- Responsible for answering queue calls and emails directed to the new accounts department.
- Worked with direct sponsor companies or other internal departments to resolve issues while providing indispensable service.
- Performed a wide variety of account maintenance functions such as updating dividend instructions, fee percentage, amongst other things.
- Responsible for multiple audits related to account maintenance..
Document Services Lead
Commonwealth Financial Network
01.2007 - 01.2008
- Coordinate daily operations.
- Open all incoming mail and emails related to accounts for new and existing clients.
- Provide assistance to financial advisors and their staff related to our imaging system
- Provide and develop process improvements
- Troubleshoot problems with our imaging systems, past and present.
Education
Mathematics
West Hills College - Lemoore
Lemoore, CASkills
- Business Activity Tracking
- Compliance Understanding
- Time Management
- Constructive Feedback
- Directing Team Members
- Performance Analysis
- Workflow Coordination
- Overseeing Personnel
- Hiring and Onboarding
Languages
Spanish
Native or Bilingual
Timeline
Payroll Manager/HR (Part Time)
Casa Octavio Tequila Bar
05.2022 - Current
Director of Operations
Coronado Distribution Company
01.2020 - 01.2022
New Accounts Manager
Commonwealth Financial Network
01.2016 - 01.2020
New Accounts Team Lead
Commonwealth Financial Network
01.2011 - 01.2016
New Accounts Associate/Senior Associate
Commonwealth Financial Network
01.2008 - 01.2011
Document Services Lead
Commonwealth Financial Network
01.2007 - 01.2008
Mathematics
West Hills College - Lemoore
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