Jacob Dylan Romero
Summary
A dynamic professional with a proven track record in entrepreneurship, retirement planning, and technical analysis within the financial sector. Leveraging expertise as an entrepreneur I drove business growth and fostered client relationships. Demonstrated proficiency as a retirement planner, specializing in risk diversification strategies to optimize portfolio performance and secure long-term financial objectives. Skilled technical analyst for options trading, adept at market analysis, strategic planning, and operational management.
Overview
5
5
years of professional experience
Work History
Retirement Planning/Lead Precious Metals Specialist
Knight Strategic Wealth
07.2022 - Current
- Demonstrated proficiency in financial analysis and investment strategies, achieving exceptional results in client acquisition and portfolio management.
- Led the newly established precious metals division, generating substantial revenue and expanding the firm's client base.
- Implemented strategic initiatives to diversify client portfolios and mitigate risk, resulting in significant asset growth.
- Collaborated with clients to identify financial goals and tailor investment solutions to meet their specific needs.
- Consistently ranked as a top performer within the firm, exceeding sales targets and delivering outstanding client service.
Sales Director
SWAT Broadheads/R.R.A.D LLC
Raleigh, NC
09.2019 - Current
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Improved forecasting accuracy by using data-driven insights to inform decision-making processes around inventory management and resource allocation.
- Expanded market presence through targeted prospecting efforts, leading to increased brand awareness and new business opportunities.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
Administrator/Financial Advisor/Technical Analyst
Motivated Trading Company
06.2020 - 01.2023
- Improved portfolio performance by identifying and executing profitable trades based on technical and fundamental analysis.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Monitored market trends closely, adjusting positions accordingly to capitalize on emerging opportunities or mitigate risks.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Enhanced trading strategies by conducting comprehensive market research and analysis.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Founder/Owner
Archery Academy
05.2019 - 06.2022
- Established and managed a successful outdoor pro shop, demonstrating strong business acumen and leadership skills.
- Drove significant revenue growth through strategic sales initiatives and effective marketing campaigns.
- Managed inventory exceeding $400,000 and optimized stock levels to meet customer demand.
- Developed and maintained strong client relationships, resulting in a consistent five-star rating across multiple platforms.
- Successfully navigated regulatory requirements and established LLC documentation, ensuring legal compliance and business continuity. Initiated strategy to drive company growth and increase market share and profitability.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Established a successful business by identifying market needs and developing innovative solutions.
Education
Fork Union Military Academy
Fork Union, VABusiness Management
East Carolina University
Greenville, NCKaplan Real Estate Pre-Licensing Course (Online Instruction)
Skills
- Proficiency in technical analysis of stocks, bonds, options, and cryptocurrencies
- Expertise in portfolio management and asset allocation strategies
- Advanced knowledge of Microsoft Excel and financial software applications
- Exceptional sales and negotiation abilities
- Experience with CRM systems and client relationship management
- Entrepreneurial mindset with a proven track record of business development
- Strategic thinker with the ability to identify market trends and investment opportunities
Honors And Achievements
- 140+ hours Community Service
- $114k in revenue for Doug Henry in 6 days selling cars
- Promoted in first 3 months at Doug Henry
- Top 3 revenue earner at Knight Strategic Wealth within my first year
- Largest number of new clients at Knight Strategic for 2023
Timeline
Retirement Planning/Lead Precious Metals Specialist
Knight Strategic Wealth
07.2022 - Current
Administrator/Financial Advisor/Technical Analyst
Motivated Trading Company
06.2020 - 01.2023
Sales Director
SWAT Broadheads/R.R.A.D LLC
09.2019 - Current
Founder/Owner
Archery Academy
05.2019 - 06.2022
Fork Union Military Academy
Business Management
East Carolina University
Kaplan Real Estate Pre-Licensing Course (Online Instruction)