Oney Roberto Guillen
Lockport,IL
Summary
Personable Financial Advisor committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Expert in Term Insurance, Whole Life Insurance, Long term care, Property and Casualty insurance. Ex- Professional Baseball Player. Experienced Baseball Coach well-versed in coordinating and overseeing drills, scrimmages and practices to cultivate player skill-building and game preparation. Demonstrating strong knowledge of game fundamentals and strategy, honed across 10 years of experience in coaching environments. Bilingual English - Spanish Radio host, voice over and tv personality. Life and Health Licensed in Illinois, Georgia, Florida, Arizona.
Overview
17
17
years of professional experience
Work History
Varsity Baseball Coach
Lemont High School Dist 210
02.2019 - Current
- Modeled appropriate behavior on and off field.
- Coached players on specific position requirements such as short stop and Fist base.
- Planned and directed game strategies.
- Planned exercise regimens targeting individual needs and enhancing personal results.
- Conducted 3 practices each week focused on developing high-performing and well-rounded players
Financial Professional
Guardian Life Insurance
10.2017 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals
Founder & Director
Triple Crown Agency
01.2010 - Current
- Specializing in Marketing and Public Relations. Past Experience with ESPN, 670 The Score, Espn 1000. www.triplecrownagency.com
- Created organization's mission and vision statements for use by employees.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
- Created and monitored promotional approaches to increase sales and profit levels.
- Studied market to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
Business Development Consultant
HUB International Insurance Services
04.2022 - 08.2023
- Putting proposals together, quotes and talking to underwriters.
- Managed needs of more than 5 customers at once using strong prioritization and multitasking abilities
Broadcaster
Teamworks Media
02.2019 - 11.2021
- Tv Personality. Discuss current events and sports.
- Delivered high-quality reporting, commentary and analysis on both on-air and off-air environments. Streaming and on NBC Sports Chicago TV.
- Collaborated with multidisciplinary teams of producers and technical specialists.
- Delivered latest content, news, and information to highly diverse audiences.
Financial Advisor
New York Life Insurance Co
01.2013 - 10.2017
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Agent of the month for 4 months in a row.
- Council Agent WInner for 2014, 2015, 2016.
Baseball Coach
Kane County Phantoms
05.2013 - 08.2014
- 17 year old Travel Baseball team.
- Coached players on specific position requirements such as shortstop and first base.
- Developed plans for trips to play opposing teams.
- Modeled appropriate behavior on and off field.
- Planned and directed game strategies.
- Planned exercise regimens targeting individual needs and enhancing personal results.
- Conducted 5 practices each week focused on developing high-performing and well-rounded players.
Baseball Operations
Chicago White Sox
02.2009 - 02.2010
- Minor League Video Coordinator.(Triple A Affiliate Charlotee Knights, Single A affiliate Kannapolis Initimidators)
- Major League Assistant Video Coordinator-Spring Training, Glendale, AZ.
- Broadcasted Chicago White Sox games in Spanish for WGN.(Several Games)
- Broadcasted Chicago White Sox Game in Spanish on a radio station “La Tremenda.
- Co-hosted “Latino Baseball” in both English and Spanish on 670 the Score on a weekly basis.
Minor League Baseball Player
Chicago White Sox
01.2007 - 01.2009
- Managed time effectively while traveling for games, attending practice and going to classes.
- Exhibited excellent teamwork and strong work ethic by promoting camaraderie.
- Applied discipline and sense of responsibility toward all team and personal activities.
- Trained extensively 63 hours per week for upcoming competitions to perform at top-level
Education
Life Insurance And Health License -
Active License
Illinois, Florida, Indiana, Carolina Del Norte 01.2013
MLB Scouting Bureau - Sports Studies
MLBSB
Chicago2009
Drafted Into MINOR LEAGUES -
North Park University
Chicago, IL2007
Communications
University of Illinois At Chicago
Chicago, IL2006
High School Diploma -
Saint Andrews High School
Boca Raton, FL2004
Skills
- Insurance decisions
- Investment planning
- Financial services
- Retirement planning
- Wealth Management
- Business Development
- Translator
- Broadcasting
- Video Coordinating
- Competitive
- Sports expertise
- Athletic training and coaching
- Planning and Coordination
- Written and Verbal Communication
Timeline
Business Development Consultant
HUB International Insurance Services
04.2022 - 08.2023
Varsity Baseball Coach
Lemont High School Dist 210
02.2019 - Current
Broadcaster
Teamworks Media
02.2019 - 11.2021
Financial Professional
Guardian Life Insurance
10.2017 - Current
Baseball Coach
Kane County Phantoms
05.2013 - 08.2014
Financial Advisor
New York Life Insurance Co
01.2013 - 10.2017
Founder & Director
Triple Crown Agency
01.2010 - Current
Baseball Operations
Chicago White Sox
02.2009 - 02.2010
Minor League Baseball Player
Chicago White Sox
01.2007 - 01.2009
Life Insurance And Health License -
Active License
MLB Scouting Bureau - Sports Studies
MLBSB
Drafted Into MINOR LEAGUES -
North Park University
Communications
University of Illinois At Chicago
High School Diploma -
Saint Andrews High School
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