LINO M. TAPIAS
Hollywood,FL
Summary
- Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
- Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
Ft, Lauderdale , FL
01.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Managed approximately 30 outgoing calls and emails per day
Fixed Operations / Internal Service Manager
Ocean Cadillac
North Miami, Florida
01.2016 - 01.2023
- Over looked Daily Operations of Loaner Dept
- Managed 12 Service Team, Technicians, Detail Dept
- And PDR Team
- Responsible Servicing Trade in Vehicle and Auction Vehicles
- Contracted customers in Loaner Vehicles
- Responsible for Submitting, Following-up, and following through on Claims
- Maintained the Service Dept
- At a High Level of Operation as outlined by state Regulatory Standards and Procedures
Interior Designer / 3-D Manager
Roche Bobois
Miami , FL
01.2013 - 01.2016
- Elevated Design Standards Through All Client Presentations
- Supervised All Client Renderings Before They're Presented
- Meet and Exceeded Sales Goals with through Clientele-ling over 30%
- Obtained Model Home Contracts showcasing our Collections
- Detailed Sales Pipeline for Maximizing Sales Potential
- High Season Client Retention and Low Season Client Outreach
- Weekly Sales Meeting to Analyze Any Sales Gaps
Interior Designer Miami
Natuzzi Italia
Miami , FL
01.2010 - 01.2013
- Meet and Exceeded Sales Goals with Follow Through Clear and Concise Pipeline for Maximizing Sales
- Ceremony of Sales: Engage, Inquire, Verify, Close Sale
- 3D Renderings to Promote Big Ticket Sales
- Mood Boards for Romancing Clients
- Weekly Sales Meetings
- Associate Monthly, Quarterly Peer and Self-Evaluation
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%
Assistant Manager
Jonathan Adler
Miami , FL
01.2005 - 01.2010
- Managed and Coached Sales Opportunities for 8 employees
- Clientele-ling, New Client and Designer Outreach
- Visual Merchandising and Maintaining Stock Levels
- In Home and In-store Client Presentations
- Ensure Sales Goals were Met by Sales Team
- Back Office Responsibilities
Education
Professional Bachelor - Architecture
Pratt Institute
New York, NY01.2001
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Accomplishments
- Supervised team of 5 team members during semi annual community outreach event
- Achieved rapport building training through effectively helping with calling sessions
- Collaborated with team of 3 in the development of a sales school seminar
LANGUAGES
ENGLISH 100%
SPANISH 100%
FRENCH 50%
Certification
- 215 Life, Health, and Variable Annuity Agent license
- SIE
- Series 6
Timeline
Financial Advisor
Equitable Advisors
01.2023 - Current
Fixed Operations / Internal Service Manager
Ocean Cadillac
01.2016 - 01.2023
Interior Designer / 3-D Manager
Roche Bobois
01.2013 - 01.2016
Interior Designer Miami
Natuzzi Italia
01.2010 - 01.2013
Assistant Manager
Jonathan Adler
01.2005 - 01.2010
Professional Bachelor - Architecture
Pratt Institute
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