MARIO VALDES
Norco,CA
Summary
Executive leader in banking and sales with expertise in customer acquisition and revenue growth. Extensive experience in strategic planning and problem-solving. Results-driven professional skilled in managing competing priorities to achieve ambitious goals. Proven track record of generating new business and maximizing success rates.
Overview
24
24
years of professional experience
Work History
Investment Advisor
QA3 Financial
07.2003 - 10.2008
- Established and maintained relationships with individuals and business customers to provide assistance with customer market concerns.
- Developed information to assess current market trends and advised clients of current and future financial opportunities for successful investment strategies.
- Conferred with customers to provide financial information about products, services, and execution of securities orders.
- Researched, and selected alternative portfolio adjustments. Analyzed and classified risks and investments to determine their potential impacts on client investment funds.
- Networked within communities to find and attract new business.
Financial Advisor
FFP Securities
08.1997 - 06.2003
- Analyzed impact on, and risk to, clients to identify acceptable recovery time periods and asset allocations.
- Identified opportunities for strategic asset allocation, wealth management, and financial advice.
- Communicated with stockholders and other investors to provide information on strategic investment strategies.
Senior Loan Officer
Bankers Affiliated Mortgage
Orange, California
01.1985 - 01.1996
- Analyzed potential loan markets and developed referral networks to locate prospects for loans.
- Assessed clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, and other financial information.
- Taught courses and seminars on topics such as budgeting, managing personal finances, and financial literacy.
Education
Bachelor of Science - Economics
UCLA
Los Angeles, California06.1985
Skills
Effective communication
- Sales pitching and negotiation
- Customer relationship management
- Sales strategies
Accomplishments
- Featured Spokesman for KABC News Radio within the California Region.
- Keynote Speaker at the Ronald Reagan Library as a business analyst expert for their financial summits.
- Developed, orchestrated and instituted seminar programs for the public as well as attorneys, CPA's, and other investment advisory professionals.
Languages
English, Fluent Spanish
Timeline
Investment Advisor
QA3 Financial
07.2003 - 10.2008
Financial Advisor
FFP Securities
08.1997 - 06.2003
Senior Loan Officer
Bankers Affiliated Mortgage
01.1985 - 01.1996
Bachelor of Science - Economics
UCLA
Similar Profiles
Rina GomezRina Gomez
Senior Consumer Loan Sales Specialist at Springleaf Financial/ One Main FinancialSenior Consumer Loan Sales Specialist at Springleaf Financial/ One Main Financial
Cody WeisnichtCody Weisnicht
Client Service Representative at Threshold Financial-Ameriprise FinancialClient Service Representative at Threshold Financial-Ameriprise Financial
Laura TrejoLaura Trejo
Loan Servicing Manager at Sage Home Loans Corp (fka Lenox Financial Mortgage Corporation dba WesLend Financial)Loan Servicing Manager at Sage Home Loans Corp (fka Lenox Financial Mortgage Corporation dba WesLend Financial)
Raul PerezRaul Perez
Funeral Attendant at Thomas Miller MortuaryFuneral Attendant at Thomas Miller Mortuary
April ScolariApril Scolari
Registered Nurse, Aesthetics at Dr. Joseph Ku, M.D.Registered Nurse, Aesthetics at Dr. Joseph Ku, M.D.