Ismael Castro
Los Angeles,CA
Summary
Accomplished Advisor with over 7 years of financial and banking success. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Prudential Advisors
El Segundo, CA
05.2019 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Senior Teller
Wells Fargo, NA
Studio City, CA
06.2014 - 04.2018
- Supervise teller staff, assist in the coaching, training and development of tellers
- Accurately manage customer transactions
- Make exceptions to policy as appropriate and within authority
- Partnered with bankers to motivate and enhance relationship with the tellers to build a proactive relationship between the two job families
- Collaborate in groups with staff members to exceed quarterly sales goals
- Secure confidential information and records and lock the vault following security protocol
- Identified potential needs through observation, questioning and listening.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Marketing Account Manager Intern
SkyLive Media
Sherman Oaks, CA
01.2017 - 05.2017
- Contacted existing account holders to educate clients, update accounts and maintain detailed client information.
- Liaised between account holders and account managers about changes to either side, issues and updates.
- Assist in creation of email campaigns, online promotions, signage, & presentations
- Provide support on social media advertising through various platforms
- Perform analysis of marketing and sales data
- Responsible for collaborating with teams to to integrate new clients while developing existing client relationships
- Evaluate income expenditures & payroll to stay within budget
Education
Bachelor of Science - Business Management
California State University - Northridge
Northridge, CA 08.2013 - 06.2017
Skills
Series 7, 63 & 65 License
Life & Health License
Stock market understanding
Investment planning
Insurance decisions
Bilingual; proficient reading and writing in English and Spanish
Relationship building and management
Timeline
Financial Advisor
Prudential Advisors
05.2019 - Current
Marketing Account Manager Intern
SkyLive Media
01.2017 - 05.2017
Senior Teller
Wells Fargo, NA
06.2014 - 04.2018
Bachelor of Science - Business Management
California State University - Northridge
08.2013 - 06.2017