Richie R. Cruz
Edgewater,NJ
Overview
14
14
years of professional experience
Work History
Account Executive
Silverstein Works
05.2022 - 09.2025
- Consistently exceed quarterly sales quotas through tailored client acquisition and retention strategies.
- Build long-term partnerships by gathering and implementing client and dealer feedback.
- Develop accurate weekly, monthly, and annual sales forecasts to guide leadership decisions.
- Strengthen customer satisfaction and retention through strategic solutions and service excellence.
Assistant Account Manager
Mackenzie Partners
02.2016 - 05.2022
- Partnered with portfolio managers to evaluate trading strategies.
- Highlighted market sentiment, resistance points, and liquidity characteristics.
- Distributed critical market intelligence by collaborating with analysts and traders.
Capital & Regulatory Analyst
Bank of America – Global Markets
02.2012 - 12.2016
- Improved compliance and operational performance by aligning regulatory processes with deadlines.
- Managed and validated daily pricing processes across counterparties, ensuring data integrity.
- Supported clients in understanding complex shareholder strategies and financial communications.
Education
M.S. - Project Management
Monroe College
Bronx, NY01.2008
B.A. - Economics
William Paterson University
Wayne, NJ01.2004
Skills
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
Accomplishments
- City of Paterson Recognition Award (2025): Honored for community service contributions.
- City of Newark Recognition Award (2025): Recognized for excellence in business development.
Languages
Spanish
Native or Bilingual
Timeline
Account Executive
Silverstein Works
05.2022 - 09.2025
Assistant Account Manager
Mackenzie Partners
02.2016 - 05.2022
Capital & Regulatory Analyst
Bank of America – Global Markets
02.2012 - 12.2016
B.A. - Economics
William Paterson University
M.S. - Project Management
Monroe College