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Leonardo Torio
Berkeley,CA
Summary
Results-driven sales and customer service professional with a proven history of exceeding sales targets while providing compassionate support to families. Skilled in relationship building and customer education, utilizing Salesforce CRM to enhance engagement. Committed to continuous improvement and professional development in a dynamic environment.
Overview
44
44
years of professional experience
Work History
Senior Care Advisor - Sales
Foundation Partners Group
06.2020 - 06.2026
- Cultivated relationships with families, fostering trust and support during decision-making
- Educated clients on service features and benefits, enabling informed decision-making
- Identified customer needs and tailored solutions accordingly.
- Clarified process simplicity, enhancing client understanding and confidence
- Build and maintain relationships with hospitals, hospice companies, and nursing facilities through outbound contact and educational support
- Exhibit knowledge of the industry and our processes
- Utilized Salesforce CRM to manage customer interactions and data.
- Trained new staff on sales techniques and company policies effectively.
Realtor
Mason McDuffie Real Estate
Berkeley, CA
04.2004 - 06.2020
- Guided clients through home buying and selling processes with expert advice
- Negotiated contracts for real estate transactions, ensuring client satisfaction.
- Oversaw and negotiated offers for real estate purchases on clients' behalf.
- Conducted market analysis to determine property values and trends.
- Collaborated with mortgage lenders to facilitate financing options for buyers.
- Maintained comprehensive knowledge of local real estate laws and regulations.
- Managed real estate transactions from initiation to closing.
- Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
- Managed sales pipeline by actively following up with prospects and hot leads.
Family Services Counselor - Sales
Carriage Services
Richmond, CA
04.2018 - 06.2020
- Provided compassionate support to families during difficult times.
- Facilitated pre-planning and arrangement meetings for clients.
- Educated families on pre-planning options and benefits available.
- Maintained accurate records of client interactions and service agreements.
- Collaborated with community organizations to promote services offered.
Project Funding Consultant
Watkins Holdings, LLC
San Francisco, California
09.2011 - 04.2018
- Managed multiple projects simultaneously ensuring timely completion within budget constraints.
- Liaised between project principals and CEO of Watkins Holdings, LLC to ensure alignment on project goals and facilitate effective communication.
- Established strong relationships with clients, fostering trust and collaboration throughout projects.
- Developed comprehensive reports analyzing client operations and improvement areas.
- Identified new business opportunities through review and critique of executive business summaries, enhancing strategic decision-making.
Network Engineer
Sega of America, Inc.
San Francisco, CA
08.1999 - 01.2002
- Oversaw VPN, VoIP, and network security projects to enhance system integrity.
- Configured routers and switches for secure data transmission.
- Conducted network vulnerability scans and remediation efforts to mitigate risks and ensure compliance with security policies.
- Optimized network capabilities and connectivity using network monitoring tools.
- Monitored network performance to ensure optimal user experience.
- Collaborated with cross-functional teams to implement network upgrades.
- Collaborated with other IT professionals to identify system needs and implement comprehensive solutions.
- Effectively managed a variety of mission-critical network tasks, which included vulnerability and application patching, data backups and network configurations.
- Supervised and trained support technicians to enhance team capabilities
- Maintain and upgrade database for production, development, and test environments
- Perform user account administration, ensuring secure access for all users
Desktop Support Technician
Sega of America, Inc
01.1999 - 08.1999
- Diagnosed and resolved network connectivity issues, enabling seamless user access to resources
- Installed and configured operating systems on user workstations to maintain optimal performance
- Provided technical support for desktop hardware and software issues
- Resolved service requests by troubleshooting and addressing user issues, ensuring timely support and user satisfaction
- Trained new staff on desktop support best practices and tools, enhancing overall team competency
Lab Technician
Kaiser Permanente
San Francisco, CA
01.1982 - 01.1999
- Collected and processed biological specimens in compliance with safety protocols.
- Ensured strict adherence to safety protocols to uphold laboratory standards.
- Trained new staff on laboratory techniques and safety procedures to ensure compliance and skill development.
- Maintained detailed laboratory records to support accurate documentation of findings.
- Liaised between physicians and clinical lab scientists to enhance communication efficiency.
- Managed inventory of laboratory supplies to maintain adequate stock levels and prevent disruptions.
Skills
- Salesforce and CRM software
- Business relationship management
- Client needs assessment
- Prospecting and negotiation
- Customer support
- Communication skills
- Sales strategies
Timeline
Senior Care Advisor - Sales
Foundation Partners Group
06.2020 - 06.2026
Family Services Counselor - Sales
Carriage Services
04.2018 - 06.2020
Project Funding Consultant
Watkins Holdings, LLC
09.2011 - 04.2018
Realtor
Mason McDuffie Real Estate
04.2004 - 06.2020
Network Engineer
Sega of America, Inc.
08.1999 - 01.2002
Desktop Support Technician
Sega of America, Inc
01.1999 - 08.1999
Lab Technician
Kaiser Permanente
01.1982 - 01.1999