Summary
Overview
Work History
Education
Skills
Certification
Timeline
Trail running, hiking, skiing, Gravel bikes
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Paul Woronicz

Paul Woronicz

San Diego,CA

Summary

Hard working, self-motivated, high achieving professional with experience in Brewery Operations and Planning, networking and marketing to the craft beer industry and international beer sales and relations. Experience in Banking and Sales as well as institutional investments. Commercial pilot and experience in the aviation industry. Highly effective and comfortable working with people at all levels in organization.

Overview

27
27
years of professional experience
1
1
Certificate

Work History

Delivery Service Provider: Owner/Operator

PSW Transportation
07.2019 - Current
  • Responsibilities include delivering packages in a safe and timely manner to residential and commercial locations.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.

Brewery Owner

Old Mission Brewery/Ensenada Brewing Co.
06.2009 - 06.2019
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.

Licensed Financial Specialist

Wachovia Bank
10.2006 - 04.2009
  • Provided financial consulting to existing customers and assess their long-term financial goals, including retirement planning, as well as current event needs
  • Prospected and developed business relationships and enhanced new business opportunities through outbound sales calls, prospecting in the community and through various organizations such as Chamber of Commerce
  • Presented financial planning seminars to retail and business prospects regarding retirement planning and investment management
  • Set up business accounts and business lines of credit, SBA loans and commercial loans
  • Analyze credit reports and determine credit worthiness of borrowers
  • Responsible for meeting stringent monthly deposit and loan goals for both retail and business accounts, as well as investments
  • Average Annuity investment $100,000, both fixed and variable
  • Ranked #1 Loan Producer for Wachovia covering California and Nevada, November, 2007.

Loan Officer

The Park View Group
11.2003 - 10.2006
  • Maximized mortgage sales by expertly explaining different loan products to potential customers
  • Originated loans from inbound calls and outbound calling
  • Maintained thorough knowledge of sub-prime industry
  • Assisted processors, underwriters, and other team members in facilitating funding of applications as part of the customer sales team
  • Responsible for managing loan pipeline and performed loan pre-qualifications.

Financial Relations Manager Capital Markets Division

Realty Income Corporation
07.2001 - 10.2003
  • Acted as an internal and external securities wholesaler for a publicly traded real estate investment trust
  • Actively promoted the firm and its activities to the financial and securities brokerage communities
  • This was accomplished through extensive outbound phone sales and through multi-media presentations at brokerage offices
  • Maintained and built relationships with new and existing clients
  • Increased the investing public’s awareness of Realty Incomes stock, which helped support the share price
  • Communicated with the public regarding business and financial matters of a publicly traded company
  • Discussed a public company within securities regulations and strict disclosure guidelines.

Financial Operations Analyst

Brandes Investment Partners
07.1997 - 10.2000
  • Worked directly for institutional portfolio managers in managing the operational aspects of South African institutional pension funds and Canadian pension plans
  • Acted as primary contact for custodians and clients of assigned accounts regarding operational issues
  • Created and analyzed financial reports for institutional clients including monthly and quarterly reports as well as year-end financials
  • Prepared client invoices and portfolio performance calculations in the client's local currencies
  • Prepared monthly statistical schedules, forecasting and attribution analysis for South African Pension Funds
  • Prepared capital and operating expenses for pension fund management fees
  • Reviewed monthly financial results and tracked the progress of the operating budget
  • Monitored daily cash flow activity and ran asset allocation trading programs
  • Interacted with brokers and bank custodians to ensure the correct and timely investments of deposits, contributions, and income
  • Identified and resolved account problems involving trade errors or cash and security discrepancies.

Education

B.S., Finance -

San Diego State University
05.1996

Skills

  • Customer Relations
  • Small business operations
  • Relationship Building
  • Verbal and written communication
  • Client Service
  • Project Management
  • Business Management
  • Staff Management
  • Strategic Planning
  • Business Development
  • Business launch
  • Business Administration
  • Business marketing
  • Product branding
  • Customer Service

Certification

  • Series 6 & 63 (Expired)
  • California Life & Health (Expired)
  • Commercial Pilot License SEL, MEL, Instrument ratings, CFI, CFII

Timeline

Delivery Service Provider: Owner/Operator

PSW Transportation
07.2019 - Current

Brewery Owner

Old Mission Brewery/Ensenada Brewing Co.
06.2009 - 06.2019

Licensed Financial Specialist

Wachovia Bank
10.2006 - 04.2009

Loan Officer

The Park View Group
11.2003 - 10.2006

Financial Relations Manager Capital Markets Division

Realty Income Corporation
07.2001 - 10.2003

Financial Operations Analyst

Brandes Investment Partners
07.1997 - 10.2000

B.S., Finance -

San Diego State University

Trail running, hiking, skiing, Gravel bikes

Avid outdoor enthusiast with a passion for trail running, hiking, skiing and gravel bike riding. 

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Paul Woronicz