Roberto Gonzalez
Roanoke
Summary
Highly motivated financial services professional and accomplished leader adept at identifying and capitalizing on new opportunities while effectively managing client relationships to drive goal attainment. Possesses extensive expertise in financial markets, investment strategies, data analysis, and impactful client communication.
Overview
15
15
years of professional experience
Work History
Financial Representative
Northwestern Mutual
06.2024 - Current
- Met with clients to assess needs, financial status, and eligibility.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Collaborated with cross-functional teams to develop innovative financial products for diverse clientele.
- Leveraged financial planning software to create detailed forecasts, aiding clients in long-term planning.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
Volunteer Chair and Coordinator
Fiesta Oyster Bake
04.2010 - Current
- Represent St Mary's University Alumni at one of the largest festivals in San Antonio.
- Lead and oversee a group of 40+ volunteers annually.
- Coordinate with other leaders to maximize efficiency.
Emergency Medical Technician
AMERICAN MEDICAL RESPONSE
02.2016 - 11.2022
- Enhanced patient care by efficiently assessing and addressing medical emergencies in high-pressure situations.
- Ensured treatment complied with the company, state, and federal regulations
- Continuously improved skills through regular training sessions, workshops, conferences, and staying up-to-date on industry best practices.
- Supervised and trained medical students on proper protocols and techniques during ride-along programs
- Facilitated effective communication between trainees and senior staff for increased collaboration and teamwork in the field.
- Strengthened professional relationships within the department by participating in community engagement events alongside other medics and supervisors.
Sales Floor Lead
Target Corporation
07.2011 - 02.2016
- Led team meetings to discuss goals, review progress, and develop strategies for continued growth.
- Enhanced customer satisfaction through attentive service and comprehensive product knowledge.
- Met or exceeded sales goals by consistently meeting weekly quotas
- Actively listened to guest complaints and provided actionable resolutions
Education
BBA - Finance, Economics
The University of Texas At San Antonio
San Antonio, Texas05.2024
Skills
- Client servicing
- Relationship building
- Selling techniques
- Continuous professional development
- Risk analysis
- Teamwork and collaboration
- Problem-solving
- Team leadership
- Adaptability and flexibility
Timeline
Financial Representative
Northwestern Mutual
06.2024 - Current
Emergency Medical Technician
AMERICAN MEDICAL RESPONSE
02.2016 - 11.2022
Sales Floor Lead
Target Corporation
07.2011 - 02.2016
Volunteer Chair and Coordinator
Fiesta Oyster Bake
04.2010 - Current
BBA - Finance, Economics
The University of Texas At San Antonio
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