Summary
Overview
Work History
Education
Skills
Languages
Timeline
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LUIS BAHENA CASTRO

Tulsa,Ok

Summary


Dynamic and results-driven professional with 8+ years of experience in customer service, sales management, and operational leadership. Known for delivering fast, efficient solutions and driving team performance in high-paced environments. A quick learner with a strong grasp of financial concepts, including trade settlement and ETF analysis. Adept at troubleshooting tech issues, optimizing workflows, and building lasting customer relationships. Bilingual in English and Spanish, with a passion for continuous improvement and business growth.

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Overview

12
12
years of professional experience

Work History

Assistant Portfolio Manager

Fedric E Russell Investment Management
Tulsa, OK
05.2025 - Current
  • Analyzed portfolio performance to identify opportunities for improvement and strategic adjustments.
  • Collaborated with senior managers to develop investment strategies aligned with client request.
  • Assisted in the execution of trades, maintaining compliance with regulatory requirements and internal policies.

Regional Sales Manager

Mobilelink Cricket
Tulsa, OK
03.2021 - 03.2025

• Led multi-store operations, driving consistent revenue growth and team performance across locations.
• Developed marketing strategies that improved customer retention.
• Trained and coached staff on compliance, sales techniques, and tech troubleshooting.

  • Built relationships with customers and community to establish long-term business growth.
  • Organized promotional events and interacted with community to increase sales volume.

MANAGER

Tulsa furniture exchange
Tulsa, Ok
09.2015 - 01.2021
  • Delivered exceptional support to ensure customer satisfaction
  • Formulated and deployed customer-focused selling tactics
  • Facilitated account setups and cancellations for new customers
  • Enhanced sales prospecting through social media promotion
  • Designed visually appealing setups to boost purchasing interest
  • Addressed concerns promptly to restore customer trust

COOK

Delta café
Tulsa, Ok
01.2014 - 07.2015
  • Organized ingredients ahead of schedule to alleviate workload during busy periods
  • Collaborated effectively with front-of-house staff to ensure customer satisfaction
  • Managed standard cooking equipment such as grills and deep fryers
  • Maintained food storage temperatures to meet safety standards
  • Ensured food adhered to quality standards

Education

HIGH SCHOOL DIPLOMA -

East central high school
Tulsa, Ok
06.2013

Skills

  • Analytical Problem-Solving
  • Bilingual in Spanish and English
  • Extensive Product Familiarity
  • Customer Relations
  • Strategic Sales Management
  • Portfolio analysis
  • Asset allocation
  • Trade execution

Languages

English
Professional
Spanish
Professional

Timeline

Assistant Portfolio Manager

Fedric E Russell Investment Management
05.2025 - Current

Regional Sales Manager

Mobilelink Cricket
03.2021 - 03.2025

MANAGER

Tulsa furniture exchange
09.2015 - 01.2021

COOK

Delta café
01.2014 - 07.2015

HIGH SCHOOL DIPLOMA -

East central high school
LUIS BAHENA CASTRO