HERIBERTO RODRIGUEZ III
Laredo,Texas
Summary
Professional and intellectual growth are my passion, as well as contributing to any company I'm affiliated with. The knowledge I've acquired during my professional development using my various areas of expertise such as finance , banking , investment relations , and as an insurance agent along with my willingness to learn and teach others in any field are the foundation of who I am as a potential part of your team.
Overview
20
20
years of professional experience
Work History
Pricing & Operations Specialist
Saturn Freight Systems
03.2023 - Current
- Office Manager in charge of providing costs in order to book new business, client management, new account management, growing and maintaining existing relationships as well as developing new potential clients.
Insurance Agent
TX Farm Bureau
10.2019 - 03.2023
- New client acquisitions, as well as maintaining an existing book of business, community outreach to expand our brand and protect my clients assets and interests through insurance contracts with my property and casualty and Life insurance licenses
Small Business Owner
F & V Tank Building
07.2015 - 10.2019
- Lake building, land clearing, Bull dozer operator, & payroll specialist
- Managing employees and being on site daily to operate heavy machinery as well budgeting all expenses and handling the logistics of daily weekly and monthly necessities such as fuel, food, oil expenses, and distribution of responsibilities among my employees
Small Business Specialist
JP Morgan Chase
05.2008 - 07.2015
- New account specialist with a focus on Commercial banking
- New account acquisitions and maintaining existing clients
- Investment and mortgage banking
- Financial retirement and diversification of estate planning through a Series 6 and Series 63 investment license
Banker
IBC
02.2005 - 05.2008
- New account acquisitions specialist with a focus on personal bank accounts
- Client relationship building with a local and international client base, as well as team building and training new employees
Education
University - Finance, Minor in Business
TAMIU
Laredo, TXSkills
- Acquiring and maintaining a client base
- Team building
- Public speaking
- Contract literacy
- Cold calling
- Sales
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Pricing & Operations Specialist
Saturn Freight Systems
03.2023 - Current
Insurance Agent
TX Farm Bureau
10.2019 - 03.2023
Small Business Owner
F & V Tank Building
07.2015 - 10.2019
Small Business Specialist
JP Morgan Chase
05.2008 - 07.2015
Banker
IBC
02.2005 - 05.2008
University - Finance, Minor in Business
TAMIU
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