Paul Valdez

Financial trader with a successful history at Heritage Prosperity, utilizing advanced trading strategies and disciplined risk management to deliver consistent returns. Specializes in revenue growth and client account management, enhancing sales effectiveness and building strong customer relationships. Skilled in profit optimization and team development, driving high performance across trading operations.

• Former Member / Treasurer, Literary Council – Tutored English as a Second Language
• Former Member, Kiwanis Club

• $100M in Annual Sales Award – Sam’s Club
• International Recognition Award – Management Staff, San Juan, Puerto Rico
• Key to the City Presentation, Bayamon, Puerto Rico
• Recognition Award, Children’s Hospital, Bayamon, Puerto Rico
• Masonic Service Association Award, Miami, Florida
• Wal-Mart Institute of Business Training (2X Award)

• Heritage Prosperity, Frisco, TX, Financial Trader, 01/2021, Present, Utilize cutting-edge trading strategies to maximize profits and minimize risks., Analyze market trends and patterns to make informed investment decisions., Employ technical indicators and charting tools to forecast price movements accurately., Maintain track record of achieving consistent returns through disciplined risk management., Trade a variety of investment vehicles to include U.S. equities, precious metals, CDs, bonds and currency futures., Practice strict Risk Management fundamentals to minimize losses and increase profits., Develop independent thought and sound decision making transferable to all business segments., Create financial reports and balance sheets to gauge overall positive performance tracking.
• Hobby Lobby, McKinney, TX, Co-Manager, 02/2020, 01/2021, Oversaw all facets of store operations, focusing on driving sales and elevating customer satisfaction., Formulated and executed strategic initiatives to foster revenue growth and optimize operational efficiency., Built, trained and led high-performing, multidisciplinary teams., Orchestrated successful store reopening following COVID-19 closure, achieving 100% staff retention and bolstering team morale., Fueled 20% improvement in sales through strategic product placement, targeted promotional campaigns and initiatives to strengthen customer engagement and loyalty.
• Staples Stores, McKinney, TX, General Manager, 09/2019, 02/2020, Directed all aspects of store operations, including sales, customer service, inventory management, and team leadership., Shaped and led implementation of strategies for meeting financial targets and strengthening market position., Drove 22% increase in annual revenue through strategic sales initiatives and operational improvements., Guided and motivated 28-member team to surpass sales targets by 15% by cultivating a high-performance culture., Triggered 12% reduction in operational costs by streamlining processes and optimizing resource allocation.
• Self-employed, Tyler, TX, Agency Owner / Insurance Agent, 04/2018, 09/2019, Managed independent insurance agency, overseeing all aspects of business operations, sales and client relations., Recruited, hired and led high-caliber team of three., Ensured high staff performance and closing rates by designing and delivering comprehensive sales training programs., Sparked significant revenue generation and business growth, driving 210% increase in sales effectiveness by implementing targeted strategies and performance metrics., Sustained 92% client satisfaction and retention rate through personalized service and relationship-building initiatives.
• Sam's Club, Tyler, TX, Sales Operations Manager, 10/2004, 02/2018, Directed high-volume retail operations, overseeing sales, revenue generation, and profit optimization., Crafted programs and initiatives to drive business growth and enhance customer experience., Consistently surpassed established P&L budgets, generating annual sales of $140M+, revenue of $3.3M+, and profit of $15.3M+., Leveraged engaging, innovative advertising strategies to generate engagement and draw in new/untapped membership opportunities., Expanded customer base to 60K through strategic market analysis and targeted acquisition efforts., Attained customer service rating of 8.3 out of 10, fostering exceptional service environment and 80% customer retention., Implemented Walmart Community Involvement budget dollars to ‘adopt’ local schools and non-profits, cultivating valuable community engagement and awareness., Built and matured a stellar customer base, increasing sales and profits with the establishment of a long-term, winning business model through TOP 100 client, community, and local business partnerships., Orchestrated successful rollouts of new locations, membership programs, and e-commerce initiatives across Lubbock TX, El Paso TX, Tyler TX, Miami FL, Greenville SC, Des Moines IA, Ames IA, and Puerto Rico.