Rosana Dallien

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• Administered and monitored firewalls, intrusion detection systems and anti-virus software to detect risks.
• Created cybersecurity best practice communications to educate staff against known threats and potential vectors of attack.
• Engineered, maintained and repaired security systems and programmable logic controls.
• Performed infrastructure and application penetration tests, as well as physical security review and social engineering tests for our global clients
• Performed application penetration tests across public and private networks
• Performed assessments of security awareness training using social engineering
• Developed testing scripts and procedures
• Developed and leveraged custom exploits
• Worked on improvements for provided security services, including continuous enhancement of existing methodology material and supporting assets

• Worked with underwriters to fix application problems and resolve issues
• Reviewed loan files and updated to match current standards
• Implemented sales strategies that established relationships with realtors and CPAs
• Fielded customer complaints and provided solutions
• Explained different types of loans pertaining to client situations
• Developed prospects for new loans by conducting 600 cold calls weekly
• Monitored pipelines to track and log status of loans
• Explained very technical financial information to applicants in easy to understand language
• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
• Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company
• Worked with clients to support understanding of rationale and details of financial strategies
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
• Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts
• Boosted sales by 30 % and exceeded sales target by employing consultative sales tactics and superior customer care
• Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue
• Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
• Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
• Kept client financial plans optimized for current market trends and economic conditions
• Guided clients through compiling important financial histories and documentation for evaluation.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements
• Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling
• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 50%
• Analyzed retention, loss ratio trends and sales volume to identify areas for improvement
• Quoted and calculated premium rates for policies, using rate book, software and calculator
• Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
• Handled approximately 700 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
• Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 30%.