John M. Rodriguez Jr.
Fort Myers
Summary
Dynamic sales professional with over 15 years of experience in financial sales, data analytics, and business intelligence. Proven ability to exceed sales quotas, manage complex client relationships, and deliver data-driven insights. Skilled at identifying client needs, presenting tailored solutions, and driving revenue growth. Experienced in SaaS platforms, CRM systems, and business intelligence tools to enhance client engagement and decision-making.
Overview
13
13
years of professional experience
1
1
Certification
Work History
BI Engineer
Clubessential Holdings Company
01.2022 - Current
- Designed and developed dashboards using Power BI and QuickSight to provide actionable insights
- Led reporting for SaaS-based payment management software, supporting strategic decision-making
- Automated processes with Python to streamline reporting and improve productivity
Financial Data Analyst
ClubReady
04.2020 - 01.2022
- Managed Salesforce integration project, enhancing CRM capabilities and sales processes
- Presented key findings to executive leadership, influencing high-level decisions
- Created SQL-based reporting frameworks for real-time performance monitoring
Financial Solutions Advisor
Bank of America Merrill Lynch
04.2018 - 07.2020
- Advised clients on customized financial solutions, ensuring satisfaction and retention
- Consistently achieved and exceeded sales quotas, recognized as a top performer
- Strengthened client trust through clear communication and thorough understanding of their needs
Senior Relationship Manager II
Bank of America Merrill Lynch
09.2017 - 07.2020
- Managed a portfolio of high-value clients, building long-term relationships and identifying tailored financial solutions
- Exceeded performance metrics, achieving over $10 million in managed assets and surpassing sales targets by 20% annually
- Delivered complex presentations to clients, highlighting the value and ROI of proposed financial strategies
Licensed Personal Banker
Wells Fargo
07.2013 - 05.2014
- Built lifelong client relationships, increasing branch sales by 20%
- Delivered expert advice on financial products, focusing on customer satisfaction
- Recognized for exceeding performance metrics and fostering team collaboration
Financial Representative
Northwestern Mutual
12.2011 - 03.2013
- Received extensive training on financial products, equipping me with advanced knowledge of client solutions
- Provided tailored financial guidance to over 500 individuals, families, and business owners
- Conducted comprehensive financial presentations, increasing client retention and satisfaction
- Generated detailed financial ledgers to support long-term planning for high-value clients
Education
Master of Science - Data Analytics
Western Governors University
Salt Lake City, UT04.2020
Bachelor of Science - Finance/Business Management
Florida Gulf Coast University
Estero, FL12-2010
Skills
- Sales & Negotiation
- SaaS Sales
- Client Relationship Management
- Salesforce CRM
- Strategic Planning
- Data Analytics
- Business Intelligence Tools
- Financial Planning
Certification
- SAS Certified Statistical Business Analyst Using SAS 9: Regression & Modeling
- SAS Certified Base Programmer for SAS 9.4
Technologicalproficiencies
Salesforce, HubSpot, Power BI, AWS QuickSight, SQL, Python, SSRS, Windows 11, macOS Ventura
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
BI Engineer
Clubessential Holdings Company
01.2022 - Current
Financial Data Analyst
ClubReady
04.2020 - 01.2022
Financial Solutions Advisor
Bank of America Merrill Lynch
04.2018 - 07.2020
Senior Relationship Manager II
Bank of America Merrill Lynch
09.2017 - 07.2020
Licensed Personal Banker
Wells Fargo
07.2013 - 05.2014
Financial Representative
Northwestern Mutual
12.2011 - 03.2013
- SAS Certified Statistical Business Analyst Using SAS 9: Regression & Modeling
- SAS Certified Base Programmer for SAS 9.4
Master of Science - Data Analytics
Western Governors University
Bachelor of Science - Finance/Business Management
Florida Gulf Coast University
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