J.C. Beltran
Arlington,TX
Summary
Entrepreneurial and creative Founder passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business opportunities. Track record of multiple successful business ventures and leading teams of professionals to maximize profits and deliver success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Founder/ President
Beltran Advisory Group, LLC
Arlington , TX
03.2020 - Current
- Influenced key stakeholders through effective communication strategies that garnered support for critical projects.
- Initiated strategy to drive company growth and increase market share and profitability 35% YOY.
- Managed financial, operational and human resources to optimize business performance.
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Implemented efficient operational processes to optimize productivity and resource allocation
Regional Sales Manager
Rewards Network Inc.
12.2018 - 03.2020
- Provided financing and marketing to restaurants and clubs nationally.
- Managed team of 20 regional sales representatives and consistently achieved high sales targets.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Expanded client base for increased revenue by identifying new business opportunities and conducting targeted outreach.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Championed continuous improvement initiatives within the region's operations by seeking feedback from clients, team members, and industry partners, driving enhancements where needed
President/Startup Founder
Beltran Advisory Group, LLC
01.2014 - 12.2018
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Directed change management initiatives that aligned employees with evolving business objectives.
- Established a culture of accountability by setting clear expectations and holding individuals responsible for results.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Maintained P&L and shouldered corporate fiscal responsibility.
Senior Vice President, Regional Manager
Amegy Bank, N.A.
03.2007 - 01.2014
- Regional Manager directing commercial/retail bankers in providing solutions to commercial clients with revenues of $20MM or less in Central Texas
- Responsible for divisional credit, deposit and fee income revenue
- Attracted top industry talent by developing competitive compensation packages and promoting an inclusive corporate culture.
- Hired and managed 28 new managers to drive business growth.
- Established and directed successful programs focused on central Texas.
- Established portfolio to $27MM portfolio through aggressive sales program overhaul, market campaigns, and new product launches.
Education
Master of Business Administration - Finance - Business Administration And Management
Louisiana State University – Shreveport
01.2025
Bachelor of Science - Business Administration And Management
University of Phoenix
Salt Lake City, UtahSkills
- Results Orientation
- Executive Leadership
- Change Management
- Industry Expertise
- Operational Excellence
- Leadership and People Development
- Innovative and Visionary
- Organizational Leadership
- Management Team Leadership
- Financial Leadership
- Problem-solving aptitude
- New Business Development
Accomplishments
- University of Central Missouri Certificate of Organizational Leadership
- Dale Carnegie Certified Trainer and Performance Management Consultant
- Professional Entrepreneurial Operating System Implementer (EOS)
- GiANT Worldwide Senior Consultant
- United States Marine Corps Veteran/Field Operator
- Bi-lingual Fluent in Spanish
Industries
- Commercial HVAC-R
- SaaS Based Technology
- Industrial
- Financial Technology
Certification
· University of Central Missouri Certificate of Organizational Leadership
· Dale Carnegie Certified Trainer and Performance Management Consultant
· Professional Entrepreneurial Operating System Implementer (EOS)
· GiANT Worldwide Senior Consultant
· United States Marine Corps Veteran/Field Operator
Languages
Spanish
Native or Bilingual
Timeline
Founder/ President
Beltran Advisory Group, LLC
03.2020 - Current
Regional Sales Manager
Rewards Network Inc.
12.2018 - 03.2020
President/Startup Founder
Beltran Advisory Group, LLC
01.2014 - 12.2018
Senior Vice President, Regional Manager
Amegy Bank, N.A.
03.2007 - 01.2014
Master of Business Administration - Finance - Business Administration And Management
Louisiana State University – Shreveport
Bachelor of Science - Business Administration And Management
University of Phoenix
· University of Central Missouri Certificate of Organizational Leadership
· Dale Carnegie Certified Trainer and Performance Management Consultant
· Professional Entrepreneurial Operating System Implementer (EOS)
· GiANT Worldwide Senior Consultant
· United States Marine Corps Veteran/Field Operator
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