Summary
Overview
Work History
Education
Skills
Websites
Languages
Timeline
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Nicholas Gonzalez

Miami,FL

Summary

Hardworking Account Manager with 1.6 years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones. Strong desire to grow in the financial analysis career path. A strong passion to learn and bring value to whichever I team I am placed on.

Overview

6
6
years of professional experience

Work History

Account Manager

KASEYA
Miami, FL
06.2022 - Current
  • Built a book of business of existing customers to grow the Kaseya relationship by selling, supporting, education and growing through regular relationship management techniques
  • Established a trusted advisor relationship to achieve customer goals resulting in upsells, crosssells, and consistent renewals of the over 30+ products in our IT Complete Platform
  • Increase sales by driving product adoption, managing escalations and thereby ensuring retention and long-term satisfaction
  • Averaging around ∼$50,000 in quarterly sales with strategic MSP input.

Client Sales Partner

BLOOMBERG INDUSTRY GROUP
Arlington, VA
01.2022 - 06.2022
  • Qualified inbound leads and generate new leads through research and contacting targeted prospects over the phone and social media to position Bloomberg Industry Group products to prospective customers in a defined market segment
  • Provided high-level value propositions and product overviews for Bloomberg terminals, Bloomberg Law Platform, Bloomberg Government Platform and Bloomberg Tax Platform that resulted in 10 closed sales while booking 20 meetings a week
  • Scheduled first appointments for regional directors which allowed me to finish top in my class in the first sales quarter resulting in ~$75,000 in sales.

College Financial Representative

NORTHWESTERN MUTUAL
Washington, DC
05.2020 - 08.2020
  • Built a foundation for myself in finance, insurance, and sales that allowed me to deliver excellent financial security to my clients
  • Through direct marketing and personal outreach, I developed a prospect list of 200+ potential clients
  • Contacted potential clients on LinkedIn and in person for general prospecting, which resulted in new business with 12 clients leading to ∼$5,000 financial plan.

Finance Intern

GUERRA FINANCIAL GROUP
Miami, FL
06.2018 - 07.2019
  • Built quarterly financial statements in excel to forecast revenues, expenses, and net profit resulting in a successful implementation of quarterly growth
  • Scheduled 400 business development appointments that led to 60% pitch success rate at an average of ∼$8,000,000 of quarterly gross sales
  • Gained product knowledge from internal and external partner sessions allowing me to better support my team's plan, marketing events and retirement planning sessions.

Education

Bachelor of Science Business Administration in Finance - Finance

The Catholic University of America
Washington, DC
12.2021

High School Diploma -

Christopher Columbus High School
Miami, FL
03-2017

Skills

  • Microsoft Office (Word, Excel, Power Point)
  • Advisors Excel
  • Redtail
  • Salesforce
  • Maxnet
  • BambooHR
  • Guitar Player
  • Power BI
  • Account Management
  • Problem Analysis and Resolution
  • Financial Planning
  • Sales & Trading
  • Market Trends
  • Excellent attention to detail
  • M&A

Languages

Native Speaker of English and Spanish

Timeline

Account Manager

KASEYA
06.2022 - Current

Client Sales Partner

BLOOMBERG INDUSTRY GROUP
01.2022 - 06.2022

College Financial Representative

NORTHWESTERN MUTUAL
05.2020 - 08.2020

Finance Intern

GUERRA FINANCIAL GROUP
06.2018 - 07.2019

Bachelor of Science Business Administration in Finance - Finance

The Catholic University of America

High School Diploma -

Christopher Columbus High School

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Nicholas Gonzalez