Patricia Rocha

My responsibilities were to search corporate clients as well as school districts. I sold mutual funds, 403b's, 457's, IRA's as well as life insurance.

• 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.
• Guided clients through compiling important financial histories and documentation for evaluation.
• Kept client financial plans optimized for current market trends and economic conditions.

• 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.

• Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
• Communicated with clients to understand property needs and preferences.
• Maintained connections with clients to encourage repeat business and referrals.
• Negotiated, facilitated and managed real estate transactions.
• Developed and maintained relationships with clients through networking, postcards and cold calling.
• I listed and sold businesses.

• Developed space planning concepts, color palette selections and textile presentations.
• Developed key client relationships by providing design solutions that met needs and budgets without compromising quality or design intent.
• Designed floor plans, elevations, 3D perspective views and material boards for review and presentation.
• Participated in furniture selection and documentation of specifications.
• Consulted with clients to determine architectural preference to meet overall design goals.
• Transformed uninspiring areas into warm and inviting living spaces using various lighting fixtures, materials and products.
• Interfaced effectively with contractors and vendors to resolve issues and discuss ideas.
• Assisted clients with budget considerations and made recommendations for furniture, wall hangings and [Type] items.
• Carefully reviewed contractor submittals of finish materials.
• Led interior design across conceptual, schematic, design development and construction document phases.
• Carried out day-day-day duties accurately and efficiently.