Lupe Vete
Houston,TX
Summary
Results-oriented and dynamic sales professional with a proven track record in financial services. Seeking a challenging role where my exceptional communication skills, keen understanding of client needs, and relentless drive to exceed targets will propel sales growth and enhance client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Financial Services Professional
Charles Schwab & Co
Austin, Texas
02.2021 - Current
- Proactively identified and capitalized on sales opportunities, driving revenue growth and exceeding targets in a high-volume call center environment
- Assisted in weekly prospect chats contributing to a high-performing team responsible for acquiring a remarkable $1.5 billion in assets in 2023
- Cultivated and nurtured relationships with high net worth clients, delivering tailored investment information and ensuring maximum client satisfaction
- Successfully balanced full-time employment with 18 credit hours per semester, showcasing exceptional time management and dedication to personal and professional growth
- Identified ways to increase operational efficiency through process improvements
Founder
The Semi Vete Foundation
Silicon Valley, California
01.2018 - Current
- Pioneered fundraising initiatives and secured sponsorships to drive revenue and support educational scholarships for underserved communities in Tonga
- Demonstrated exceptional sales and negotiation skills in securing sponsorships and funding
Household Manager
The Westermann Family
Silicon Valley, California
09.2018 - 09.2020
- Provided top-tier customer service and support for affluent family
- Demonstrated flexibility and adaptability in managing diverse responsibilities and exceeding expectations in a fast-paced environment
Latter Day Saints Missionary
The Church Of Jesus Christ Of Latter-day Saints
Nuku'alofa, Tonga
08.2015 - 05.2017
- Applied sales and persuasion techniques to promote religious values and principles. Demonstrated resilience and determination in overcoming objections and driving conversions, exceeding performance targets and achieving mission objectives.
Education
Bachelor of Business Administration in Business Management -
C. T. Bauer College of Business, University of Houston
05.2024
Associate of Science in Business & Economics -
Canada College, Silicon Valley, CA
05.2021
Skills
- Microsoft Office
- Outlook
- Schwab Trading platforms & Systems
- Sales and Marketing
- Investment Strategies
- Account Maintenance
- Financial Markets
- Risk Management
- Financial Services
- Relationship Management
- Customer Relationship Building
Websites
Honors And Awards
- Dean’s List: Fall 2020, Spring 2021
- Phi Theta Kappa Honors Society
- Schwab Attitude of Gratitude Award
Activities
- Project Cure, Fall 2021- Present: Collaborated with fellow volunteers to drive sales and promote fundraising initiatives, resulting in increased revenue and support for medical supplies and humanitarian aid.
Certification
- FINRA Series 7
- Series 63
Languages
Spanish
Professional
Tongan
Native/ Bilingual
References
References available upon request.
Timeline
Senior Financial Services Professional
Charles Schwab & Co
02.2021 - Current
Household Manager
The Westermann Family
09.2018 - 09.2020
Founder
The Semi Vete Foundation
01.2018 - Current
Latter Day Saints Missionary
The Church Of Jesus Christ Of Latter-day Saints
08.2015 - 05.2017
Bachelor of Business Administration in Business Management -
C. T. Bauer College of Business, University of Houston
Associate of Science in Business & Economics -
Canada College, Silicon Valley, CA