Rafael Leyva
8210 Cameron Ct, Royersford,PA
Summary
Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Focused on bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Ultra High Net Worth Client Consultant
Vanguard
09.2020 - Current
- Work with ultra high-net worth clients with at least 5 million in Vanguard assets to oversee transition, reinvestment, and change of ownership of proprietary and non-proprietary investment products at Vanguard.
- Facilitate broad investment guidance conversations with wide range of clients. Identify, assess, and execute opportunities to enhance client goals and objectives.
- Played key role in development of new hires and contractors during coaching sessions by sharing deep knowledge of resources, internal policies and procedures.
- Collaborate with business partners, relationship managers & advisors to protect UHNW client experience.
Owner
Above Tides
12.2018 - 08.2020
- Engaged online audiences by placing strong focus on sales process support and responding to inquiries on average 80-120 personalized interactions per day.
- Managed social media accounts on Facebook and Instagram growing base to 7,000 followers, generating interest for existing and upcoming product or service releases.
- Analyzed key performance indicators monthly, applying data analytics to drive future strategic planning through Facebook ad Manager.
- Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency.
Personal Assistant
BodyRide Spin & Barre Studio
03.2016 - 04.2017
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor in person and via telephone.
- Helped owner develop social media pages to promote business and communicated with potential customers on Facebook.
- Oversaw full contract administration processes for over $20,000 in yearly service and material purchases.
- Reviewed quotes from contractors to obtain best pricing and service for organization.
Sales Associate
Levi's Outlet Store at Philadelphia Premium Outlets
05.2015 - 12.2015
- Solved customer challenges by offering relevant products and services
- Engaged with customers to effectively build rapport and lasting relationships
- Increased sales by offering advice on purchases and promoting additional products
Education
MBA - Business Analytics & Strategic Innovation
University of Illinois At Urbana-Champaign
Champaign, IL12.2023
Bachelor of Arts - Psychology
Temple University
Philadelphia, PA05.2020
Skills
- Relationship-building skills
- Analytical and Critical Thinking
- Investment Guidance
- Crave, BPM, Dynamics & Appian
- Conflict Management
- Attention to Detail
Volunteer Experience
- Volunteer at Remote Area Medical - RAM. (September 2021 - Present)
- Volunteer/Mentor at Steppingstone Scholars. (June 2019 - Present)
- Wellness event at the Naval Yard hosted by Athleta and BodyRide Studio helped with planning event and promoted event through social media. (Summer 2016)
- Volunteered at Liberty Thrift & Home Furnishings with Harvest Bible Chapel youth group. (June-July 2015)
Certification
Series 66 – Uniform Combined State Law Examination, NASAA, 2022
Series 63 – Uniform Securities Agent State Law, NASAA, 2020
Series 7 – General Securities Representative, FINRA, 2020
SIE – Securities Industry Essentials, FINRA, 2020
Timeline
Ultra High Net Worth Client Consultant
Vanguard
09.2020 - Current
Owner
Above Tides
12.2018 - 08.2020
Personal Assistant
BodyRide Spin & Barre Studio
03.2016 - 04.2017
Sales Associate
Levi's Outlet Store at Philadelphia Premium Outlets
05.2015 - 12.2015
MBA - Business Analytics & Strategic Innovation
University of Illinois At Urbana-Champaign
Bachelor of Arts - Psychology
Temple University