Ricardo Broome
Brooklyn,NY
Summary
To secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Overview
18
18
years of professional experience
Work History
Energy Field Manager
Smarter Energy Services
11.2020 - Current
- Provided mandated clean energy to small and mid-tier businesses
- Improved efficiency's by evaluating energy use and implementing new policies and changes where necessary
- Coordinated all aspects of energy management from energy reduction of carbon dioxide emissions to waste management
- Created sustainable development by raising the profile of energy conservation
- Supervised a small team of employees while visit customer's home or business sites
- Worked within a wide range of industries including heating systems, internet technology, emergency medical services, construction, non-profit sector and more
- Specialized in current energy systems to reduce customer spending
- Used a credit verification system to assist clients with unpaid balances.
Asst. Director of Sales
International Cruise & Excursions Inc.
01.2018 - 04.2020
- All aspects of Barter business between financial institutions
- Ran a mid-sized team under my direction to maximize profits for clients and firm
- Software solutions included customer relationship management tools
- Utilized portfolio management tools
- Created trading rebalancing solutions Investment analytics performed on different areas of the market
- Bloomberg services use for predictive analysis Traded futures and options.
Investments Manager
Meyers Associates LLP
01.2006 - 12.2017
- All aspects of investment banking such as trading, accounting, etc
- Customer Service professional who aided current and potential customers
- Met with individual clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offered strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Secured stocks and bonds to establish a progressive savings account
- Moved money from accounts per industry and federal regulations
- Performed market research to perform predictive analysis in anticipation of current and future financial trends
- Prepared financial documentation such as income projections and investment reports
- Maintained compliance with all rules and regulations in the financial industry
- Identified and pursued potential clients to maintain a strong client base.
Skills
- Negotiating
- CRM Systems
- Customer Service
- Microsoft Office
- Visio
- Bloomberg
References
Available upon request.
Timeline
Energy Field Manager
Smarter Energy Services
11.2020 - Current
Asst. Director of Sales
International Cruise & Excursions Inc.
01.2018 - 04.2020
Investments Manager
Meyers Associates LLP
01.2006 - 12.2017
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