Leo Povedano
Fort Lauderdale,FL
Summary
Highly accomplished and dedicated Relationship Manager with five years of successful experience at Bank of America, coupled with a demonstrated track record of excellence in yacht management. Proficient in overseeing client relationships, delivering tailored financial solutions, and driving revenue growth in both the banking and luxury yacht sectors. Eager to leverage my extensive experience and unwavering commitment to customer satisfaction to further enhance and excel in the banking and yacht management industries.
Overview
6
6
years of professional experience
Work History
Yacht Management Account Administrator
Denison Yacht Sales
2023.09 - Current
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Educated clients on new products or services to increase customer engagement with brand.
Assistant Yacht Engineer
MGI Muston Group International
2023.02 - Current
- Assisted Yacht Engineer in overseeing operations, maintenance, and repair of yacht systems.
- Conducted routine checks on machinery and equipment to identify potential issues and assist in addressing them promptly.
- Supported Yacht Engineer during sea trials, conducting tests and monitoring performance parameters.
- Assisted in managing yacht's inventory of spare parts, tools, and equipment, ensuring all necessary items were readily available for maintenance tasks.
Relationship Manager
Bank Of America
2019.06 - 2023.02
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial needs and goals.
- Act as the primary point of contact for clients, providing personalized financial advice, products, and services to meet their individual objectives.
- Proactively identify opportunities to upsell and cross-sell banking and investment products, resulting in a 15% increase in portfolio revenue.
- Analyze clients' financial situations, risk tolerance, and investment preferences to recommend tailored strategies for wealth preservation and growth.
- Successfully managed a portfolio of 150+ clients, maintaining high client satisfaction and retention rates.
- Collaborate with a team of financial specialists, including wealth advisors, lending officers, and trust officers, to provide comprehensive financial solutions to clients.
- Implement effective client communication strategies to ensure clients are informed about market trends, investment opportunities, and any necessary portfolio adjustments.
Senior Associate Producer
BrandStar Studios
2017.11 - 2019.07
- Oversee the end-to-end production of marketing and promotional content, including TV commercials, online videos, and social media content.
- Collaborate with creative teams to develop content concepts, scripts, storyboards, and shot lists.
- Stay updated on industry trends and competitor activities.
- Use market insights to tailor marketing strategies and content.
Education
Associate of Science - International Business Management
Broward College
Fort Lauderdale, FL05.2005
Skills
- Relationship Management
- Financial Planning
- Portfolio Management
- Investment Advisory
- Sales and Business Development
- Client Needs Analysis
- Cross-Selling and Upselling
- Market Research and Analysis
- Team Collaboration
- Excellent Communication and Presentation
- Engineering Analysis
Timeline
Yacht Management Account Administrator
Denison Yacht Sales
2023.09 - Current
Assistant Yacht Engineer
MGI Muston Group International
2023.02 - Current
Relationship Manager
Bank Of America
2019.06 - 2023.02
Senior Associate Producer
BrandStar Studios
2017.11 - 2019.07
Associate of Science - International Business Management
Broward College
Fluent in English and Spanish
Born in Latin America with my Higher Education completed in the United States.
Fluent in English and Spanish
Born in Latin America with my Higher Education completed in the United States.
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