Pierre-Ruben Glezil
West Palm Beach,FL
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Project Development Director
CORE STELLAR CONSULTING
2022.12 - Current
- Drove continuous improvement initiatives by analyzing post-project data, identifying lessons learned, and incorporating feedback into future projects.
- Built strong relationships with clients through clear communication channels, open dialogue, and regular updates on project status.
- Managed risk effectively by conducting thorough assessments, leading to proactive mitigation strategies and contingency plans.
- Championed proactive problem-solving approaches that led to timely resolution of issues, minimizing potential delays or disruptions in project progress.
- Developed comprehensive project scopes and objectives, ensuring alignment with business goals and stakeholder expectations.
Financial Services Representative
Northwestern Mutual Life & Investment Services
2022.01 - 2022.12
- Provided insightful guidance on product offerings that led to higher-value transactions and increased profitability per sale.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Launched targeted promotions that attracted new customers and increased repeat business from existing clientele.
- Mentored junior colleagues in sales techniques and product knowledge, fostering a collaborative work environment.
- Organized weekly meetings to review progress against targets, address challenges, and brainstorm innovative solutions as a cohesive unit.
Relationship Manager & Lending Specialist
Bank of America
2018.12 - 2021.12
- Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
- Worked with clients to support understanding of rationale and details of financial strategies
- Educated clients on various financial matters and together with Registered Advisor provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Managing Associate – Vice President
Mass Mutual
2015.09 - 2018.12
- Identified opportunities to improve business process flows and overall departmental productivity
- Hired and managed employees to maximize productivity while training staff on best practices and protocols
- Developed proactive campaign strategies and essential services to identify and meet the needs of prospective clients
- Diagnosed and identified inefficiencies in the development of company sales plans, policies and procedures that lead to increased productivity and sales
- Facilitated successful monthly seminars on financial products and services that increased new client's rates by 5%.
Personal Banker II
Wells Fargo Bank, N.A.
2014.11 - 2015.09
- Built relationships with customers by learning about financial needs, understanding life events and goals, and following up through proactive outreach and appointments
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements
- Helped branch rank among top-3 branches in the district
- Provided loan counseling to clients, reviewed overdrafts for branch, and created investment portfolio
- Worked closely with the Private Client team to capture a greater share of client relationship, working the exact same book of business together.
Licensed Relationship Banker
J P Morgan Chase
2011.09 - 2014.11
- Increased client retention rates using a unique value-added and relationship approach for building strong bonds with community partners
- Enhanced customer experience and increased new client enrollment by leveraging new sales strategies of financial products and services
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing, and sourcing overseas partners.
Education
Master of Science - Mental Health Counseling
Colorado Christian University
Denver, CO12.2024
Bachelor of Science - Applied Psychology
Colorado Christian University
Denver, CO05.2024
Associate of Arts - Political Science
Palm Beach State College
Lake Worth, FL07.2007
Skills
- Client Portfolio Management
- Management and Project Management
- Investment banking services
- Consumer Lending
- Financial Product Sales
- Compliance Management
- Goals and performance
Certification
- 215 Licensed
- LTC - Long Term Care
Accomplishments
- Promoted to Vice President and Managing Director at Mass Mutual. Oversaw the training and development of a team of financial service professionals. I was able to share my experience and expertise and create new pathways for agents to learn and grow.
- Received a Membership appointment to the Leadership Council at Bank of America.
- Supervised team of 10 financial service agents
Custom
Lead Pastor at Compassion Church Ministries Corp, Lantana, Florida
As the Lead Pastor at Compassion Church Ministries Corp, I provide spiritual care through visitation, counseling, and prayer. I plan and conduct worship services, write sermons, and collaborate with church leaders to fulfill our mission. I oversee ministry administration and management, officiate special services like weddings, funerals, baptisms, and nursing home services, and provide spiritual and administrative leadership while managing daily operations.
Languages
French
Native or Bilingual
Timeline
Project Development Director
CORE STELLAR CONSULTING
2022.12 - Current
Financial Services Representative
Northwestern Mutual Life & Investment Services
2022.01 - 2022.12
Relationship Manager & Lending Specialist
Bank of America
2018.12 - 2021.12
Managing Associate – Vice President
Mass Mutual
2015.09 - 2018.12
Personal Banker II
Wells Fargo Bank, N.A.
2014.11 - 2015.09
Licensed Relationship Banker
J P Morgan Chase
2011.09 - 2014.11
Master of Science - Mental Health Counseling
Colorado Christian University
Bachelor of Science - Applied Psychology
Colorado Christian University
Associate of Arts - Political Science
Palm Beach State College
- 215 Licensed
- LTC - Long Term Care
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