JOSE VERAS
Brandon
Summary
Financial advisor with background in business administration and marketing offering in-depth experience in relationship building, account retention and profit channel growth. Self-motivated leader with expertise in expanding network connections, introducing financial solutions. Managing over 4 million with 40+ plus house holds.
Overview
9
9
years of professional experience
Work History
Morgan Stanley Advisor
Morgan Stanley
Gilbert
11.2024 - Current
- Answered inquiries from customers regarding investments.
- Interviewed clients to obtain information about employment history, educational background, and career goals, identifying barriers to employment.
- Provide introduction into the firm and create investment plans for the investors
Senior Financial Advisor
Merrill Edge
Arizona City
10.2022 - Current
- Developed financial plans for clients based on their individual needs and long-term goals.
- Oversaw approximately 50+ financial portfolios and regularly communicated with clients regarding updates in their personal and financial life changes.
- Conducted client meetings to review progress, assess risk tolerance, and recommend changes to portfolios.
- Made sure to accomplish my monthly quotas ($560,000.00 BG/ NEW MONEY) + 20 New solutions (Investment or banking accounts)
Retail Sales and Customer Service /Licensing Program
Charles Schwab
Arizona City
11.2021 - 08.2022
- Assist clients with servicing their accounts: general account questions, website navigation, RMD’s, research, journal entries, and technical support.
- (SIE - Series 7) Initiated licensing process.
- Navigated different departments to solve complex client issues and ensured end to end problem resolution.
General Sales Manager
Coreca Auto Parts Wholesale Multinational Corp.
Santo Domingo
08.2018 - 11.2021
- Encouraged team members to meet and exceed objectives by setting goals, tracking performance daily and implementing improvement strategies.
- Supervised and worked on daily basis with 20+ Salesperson each with a clientele of 80-100 B2B retail stores.
- Hired and motivated team members, working closely with salespeople and customers to negotiate and close deals.
Assistant Manager
AutoZone
05.2017 - 12.2017
Education
Master of Science - Marketing
Florida International University
Miami, FL06.2018
Bachelor of Science - Business Administration
Universidad Iberoamericana - UNIBE
Santo Domingo, D.R.12.2016
Skills
- Licensed Advisor (Series 7 - 66)
- Proven track record of success in sales
- Assisted with over 18 million dollars in sales and capturing high net worth lasting customer relations
- Exceptional analytical and sales skills Sales Statistics Analysis
- Customer Portfolio Management, Organized, detail oriented, and experienced with regards to book management and sales
- Top performer in my team Bilingual high net worth clients
- Sales Quota Management / Profitability Assessment
- Marketing Strategy Development / Brand Marketing
Timeline
Morgan Stanley Advisor
Morgan Stanley
11.2024 - Current
Senior Financial Advisor
Merrill Edge
10.2022 - Current
Retail Sales and Customer Service /Licensing Program
Charles Schwab
11.2021 - 08.2022
General Sales Manager
Coreca Auto Parts Wholesale Multinational Corp.
08.2018 - 11.2021
Assistant Manager
AutoZone
05.2017 - 12.2017
Master of Science - Marketing
Florida International University
Bachelor of Science - Business Administration
Universidad Iberoamericana - UNIBE