Summary
Overview
Work History
Education
Skills
Timeline
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Michael A. Loaiza

Michael A. Loaiza

Financial Representative
Lodi,NJ

Summary

12+ year of success in client services and relationship management. Skilled in identifying needs, tailored solutions, and fostering trust with clients and teams. Committed to driving results in dynamic client-focused environments.

Overview

13
13
years of professional experience

Work History

Financial Representative

Northeast Financial Network
02.2021 - Current
  • Developed a growing client portfolio with personalized wealth management focused on whole life and disability.
  • Successfully onboarded and managed 20 whole life clients and 1 business's disability benefits.
  • Paused client acquisition in 2024 to care for a newborn as fiancé was strictly in office.

Bartender

The Madison Bar & Grill
06.2024 - 01.2025
  • Managed high-volume service providing efficient and exceptional personal customer experiences.
  • Conducted all opening and closing cash handling, sales monitoring, and financial discrepancies.
  • Built strong customer relationships anticipating guest needs and service creating loyal and repeat customers.

Senior Account Executive

McCann Health
08.2019 - 01.2020
  • Strengthened client partnerships through consistent communication to bring their vision to life.
  • Led cross-functional collaboration for clients, PMs, and design teams for timely and accurate project outcomes.
  • Effectively tracked utilization of advertising budget to achieve financial transparency and accuracy.

Account Executive Assistant

Sound Healthcare
10.2018 - 08.2019
  • Prepared detailed reports on account activities for informed decision-making by executives.
  • Ensured accuracy of team billing hours through regular audits and reconciliation efforts.
  • Streamlined account management processes by implementing efficient organizational systems.

Account and Marketing Manager

CGM Enterprises
11.2016 - 02.2021
  • Boosted brand awareness and generated leads while managing internal and external marketing campaigns.
  • Enhanced customer satisfaction resolving disputes promptly, open communication, providing high-quality service.

Account Executive

Global Brands
02.2015 - 10.2016
  • Demonstrated expertise in industry tools, enabling efficient monitoring and management of sales.
  • Managed accounts PO to delivery ensuring accuracy of material, sizing, and packaging for account needs.

Associate Account Executive

Delta Galil USA
08.2014 - 02.2015
  • Assisted account executive with daily tasks: product code creation, sales reports, streamlining day to increase sales.
  • Identified opportunity for detailed product description on client websites for findable product and increased sales.

Lead Customer Service Representative

Optimum
02.2012 - 02.2014
  • Enhanced customer satisfaction by addressing concerns with accurate information with strong product knowledge.
  • Exceeded performance metrics consistently, earning recognition as a top performer for on team.

Education

Bachelor of Science - Marketing

Wilmington University
New Castle, DE
05.2001 -

Skills

  • Licenses: Health, Life, Disability
  • Languages: Fluent English & Spanish

Timeline

Bartender

The Madison Bar & Grill
06.2024 - 01.2025

Financial Representative

Northeast Financial Network
02.2021 - Current

Senior Account Executive

McCann Health
08.2019 - 01.2020

Account Executive Assistant

Sound Healthcare
10.2018 - 08.2019

Account and Marketing Manager

CGM Enterprises
11.2016 - 02.2021

Account Executive

Global Brands
02.2015 - 10.2016

Associate Account Executive

Delta Galil USA
08.2014 - 02.2015

Lead Customer Service Representative

Optimum
02.2012 - 02.2014

Bachelor of Science - Marketing

Wilmington University
05.2001 -

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Michael A. LoaizaFinancial Representative