Maria Gabriela Duran
Homestead,FL
Summary
Dynamic leader with a proven track record at Majority, excelling in strategic planning and relationship building. Spearheaded cross-departmental collaborations, enhancing firm efficiency and client satisfaction. Expert in client engagement and compliance, adept at mentoring teams towards achieving career goals. Significantly improved advisor performance and client financial planning through innovative training and personalized strategies.
Overview
6
6
years of professional experience
Work History
Head Of Advisor
Majority
01.2018 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Assisted in the development of training materials for new advisors, improving overall team performance.
- Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
- Coordinated work or project dedicated to raise awareness of need, applying strong project, and team leadership to enhance success.
- Collaborated with internal teams to develop comprehensive financial plans tailored to individual client needs.
- Advised on organizational structure and human resource management to promote efficient business operations.
- Planned and promoted career planning presentations, work experience programs and career workshops.
- Worked with individuals to help understand and overcome personal, social or behavioral problems affecting educational or vocational situations.
- Provided resources to support students in achieving career goals.
Education
High School Diploma -
Liberty School
Orlando, FL01.2020
Bachelor of Science - International Studies
Universidad Santa Maria
Venezuela09.2014
Skills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Presentations and public speaking
- Research abilities
- Data Interpretation
- Client Engagement
- Compliance requirements
- Career Planning
- Student Development
- Group facilitation
- Stakeholder Management
- Academic Counseling
Timeline
Head Of Advisor
Majority
01.2018 - Current
High School Diploma -
Liberty School
Bachelor of Science - International Studies
Universidad Santa Maria
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