Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

JOSHUA LUCERO

Dana Point,CA

Summary

Client-focused finance professional with strong relationship management, revenue generation, and financial analysis experience. FINRA SIE and Series 66 certified (2026) with proven top sales performance in a luxury environment. Seeking a wealth management or financial advisory role.

Overview

1
1
Certification
7
7
years of professional experience

Work History

Sales Executive

Land Rover
Newport Beach, California
05.2026 - Current
  • Exceeded monthly sales goals through consultative selling and exceptional client service
  • Delivered product presentations highlighting features and benefits, enhancing customer understanding
  • Evaluated lease and purchase scenarios to offer tailored financial recommendations

Sales Executive

Audi Mission Viejo
Mission Viejo, California
01.2025 - 04.2026
  • Achieved top sales status by consistently generating the highest revenue in the company.
  • Cultivated long-lasting client relationships, generating consistent referrals and repeat business
  • Negotiated contracts and closed agreements, enhancing profit margins

Operations Manager

Superior Automotive Enterprises
Pueblo, Colorado
01.2022 - 01.2025
  • Directed daily operations, implementing process improvements across service and sales operations
  • Supervised and developed cross-functional teams, monitoring performance metrics to enhance overall productivity
  • Managed vendor relationships, procurement, and vehicle inventory, streamlining operations and ensuring seamless business functionality

Operations Manager

Perfect World Studios
Pueblo, Colorado
01.2020 - 01.2022
  • Oversaw daily studio operations, ensuring seamless execution of recording sessions and business activities to meet client expectations
  • Developed operational procedures that streamlined workflow and reduced scheduling conflicts, optimizing overall studio performance
  • Established standard operating procedures (SOPs) to enhance consistency and service quality.
  • Directed financial planning, budgeting, and expense management, enhancing profitability and operational efficiency through strategic resource allocation

Education

Bachelor of Music -

CSU Pueblo
Pueblo, CO
01-2024

B.S., Business Management -

CSU Pueblo
Pueblo, CO
01-2020

Skills

  • Financial Analysis
  • Client Relationship Management
  • Forecasting
  • Budgeting
  • Excel
  • Data Analysis
  • Sales Strategy

Certification

  • Securities Industry Essentials (SIE), FINRA, 12/26
  • Series 66, FINRA, 7/26

Timeline

Sales Executive

Land Rover
05.2026 - Current

Sales Executive

Audi Mission Viejo
01.2025 - 04.2026

Operations Manager

Superior Automotive Enterprises
01.2022 - 01.2025

Operations Manager

Perfect World Studios
01.2020 - 01.2022

Bachelor of Music -

CSU Pueblo

B.S., Business Management -

CSU Pueblo
JOSHUA LUCERO