Genesis Leon
Kissimmee,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Financial Representative
Talo Enterprises LLC
01.2023 - Current
- Conducted thorough research on market trends, enabling informed decision-making for clients'' investments.
- Collaborated with cross-functional teams to address complex client needs, such as estate planning or tax optimization strategies.
- Participated in team meetings to discuss market updates, sharing insights on potential opportunities and risks.
- Coordinated appointments between clients and Financial Representatives while managing schedules efficiently.
- Assisted in the preparation of quarterly reviews for clients, highlighting performance metrics and discussing potential adjustments to their portfolios.
- Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
Plant Analyst
Italplast
11.2017 - 01.2021
- Supply chain, management control, improvement of management process, management of ERP and distribution, supervision of raw materials and finished products, part of the team IFS Norm (Internal feature standards), integrated management system, internal auditor.
Administrative Assistant
Universal Kayak
03.2017
- Planning of production, lead of staff, operational continuity, management of resources, continuous improvement, sales, importation of raw materials and supply chain.
Sales Coordinator
Visucar C.A
02.2016
- Management of sales in the industry of auto parts, planning and logistics of purchase and sales, management of sales and expense reports, lead of staff.
Professional Practices
Pastas Capri C.A
11.2015 - 05.2015
- Study and analysis of the productive process, design of management indicators, development of reports, management of personal, quality assurance, optimization of processes and continuous improvement.
Education
Production Engineer -
Universidad Centroccidental Lisandro Alvarado (UCLA)
01.2016
Skills
- KPI Tracking
- Workflow Analysis
- Account Management
- Process Improvement
- Product Recommendations
- Client servicing
- Financial reviews
- Microsoft Office
- Team Collaboration
- Computer Skills
- Strategic Planning
- Data Gathering
Websites
Courses And Skills
- Hazard analysis and risk assessment under the IFS PacSecure Standard
- Inspection of raw material
- Total quality management
- Internal Auditor
- Strategic Planning
- Business Entrepreneurship
- Advanced English program at FUNDAUC
- Food handling
Certification
- Licensed Florida 2-15 Life, Health, and Variable Annuity Agent License
Languages
English
Professional Working
Timeline
Associate Financial Representative
Talo Enterprises LLC
01.2023 - Current
Plant Analyst
Italplast
11.2017 - 01.2021
Administrative Assistant
Universal Kayak
03.2017
Sales Coordinator
Visucar C.A
02.2016
Professional Practices
Pastas Capri C.A
11.2015 - 05.2015
Production Engineer -
Universidad Centroccidental Lisandro Alvarado (UCLA)
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