Nicolas A. Marcano Perez
Miami,FL
Summary
Dynamic and versatile professional with experience spanning financial services, wealth management support, bookkeeping, operations, and business development. Skilled in advising clients on insurance and retirement strategies, managing financial records, optimizing operations, and supporting land development projects. Demonstrates strong relationship-building, problem-solving, and organizational abilities. Seeking to contribute to a forward-thinking organization with a balanced blend of financial advisory, operational expertise, and strategic insight. Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Professional
Life Coverage IQ
Miami, FL
01.2024 - Current
- Advise clients on life insurance, annuities, and financial protection strategies to support long-term financial stability and retirement planning.
- Conduct comprehensive needs analyses to identify suitable coverage options aligned with client goals and budgets.
- Support small business owners and individuals with tax-efficient savings, asset protection, and estate planning solutions.
- Collaborate with underwriters and financial partners to ensure accurate applications, smooth approvals, and client satisfaction.
- Maintain strong client relationships through consistent follow-ups, driving increased retention and referral growth.
Assistant Store Manager
A&F Dry Clean
Kendall, FL
01.2022 - 12.2023
- Assisted in acquiring and expanding retail locations, including support with lease negotiations and MiamiDade County compliance.
- Oversaw inventory operations-ordering, receiving, and tracking items to optimize stock levels and reduce waste.
- Enhanced marketing initiatives through social media improvements, Google review strategies, and website updates, increasing online engagement by 5%.
- Resolved over 50 customer inquiries and service issues, ensuring high satisfaction and repeat business.
- Worked with ownership on performance analysis and process improvements to streamline daily operations.
Warehouse Manager
1Braico Group LLC
Medley, FL
08.2021 - 12.2021
- Managed daily warehouse operations, including inventory control, shipping, and receiving, ensuring accuracy and timely fulfillment.
- Implemented new storage and organization systems, improving space utilization by 20%.
- Coordinated logistics and inventory to meet distribution requirements, achieving a 100% on-time shipping rate.
- Trained and supervised staff to maintain efficiency, safety, and consistent workflows.
Associate
Sojas Media Broadcasting
Miami, FL
05.2020 - 08.2021
- Managed bookkeeping and financial records, ensuring accuracy across transactions and reporting.
- Identified cost-saving opportunities, contributing to lower operational expenses and improved resource allocation.
- Secured new sponsorships and partnerships, boosting company revenue.
- Coordinated budgeting and resource allocation with department heads to optimize production and marketing spending.
Production Apprentice
Heroes Con Trajectories
Miami, FL
06.2016 - 08.2018
- Assisted with studio and recording setup for live and pre-recorded segments.
- Supported guest coordination, including scheduling and preparation for interviews and recordings.
- Collaborated with producers and technicians to ensure smooth workflows and timely production execution.
- Gained foundational experience in media production, event support, and teamwork in a fast-paced environment.
Education
Bachelor of Business Administration - Finance
Florida International University (FIU)
Miami, FL08.2025
Skills
- Life insurance
- Annuities
- Retirement planning
- Tax-efficient strategies
- Asset protection
- Estate planning support
- Client analysis
- Portfolio basics
- Relationship management
- Financial goal planning
- Transaction tracking
- Budgeting
- Financial accuracy
- Expense analysis
- Inventory control
- Logistics
- Team supervision
- Compliance
- Customer service
- Coordination with contractors
- Permitting assistance
- Resource organization
- Project communication
- Microsoft Excel
- QuickBooks
- CRM systems
- Project coordination tools
- Communication
- Leadership
- Problem solving
- Organization
- Client relationship building
- Client relationship management
- Data interpretation
- Budgeting techniques
- Team collaboration
- Debt management
- Risk assessment
- Cost reduction
- Cash flow management
- Mergers and acquisitions
- Cold calling
- Profit maximization
- Insurance products
- Financial auditing
- Strategic financial planning
- Adaptability
- Time management
Certification
Life & Annuity License
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Accomplishments
Dean's List FIU 2021-2025
Timeline
Financial Professional
Life Coverage IQ
01.2024 - Current
Assistant Store Manager
A&F Dry Clean
01.2022 - 12.2023
Warehouse Manager
1Braico Group LLC
08.2021 - 12.2021
Associate
Sojas Media Broadcasting
05.2020 - 08.2021
Production Apprentice
Heroes Con Trajectories
06.2016 - 08.2018
Bachelor of Business Administration - Finance
Florida International University (FIU)