Sunilda Vasquez

• Crafted suitable financial strategy for each client based upon his or her needs and future goals.
• Worked with clients to support understanding of rationale and details of financial strategies.

• Helped clients build life management and coping skills to handle daily needs and specific stressors.
• Encouraged clients to set and achieve reasonable goals on weekly basis.
• Displayed sensitivity to cultural and linguistic needs of clients and families served.

• Analyzed investment materials to develop financial techniques to fulfill customer needs and predict favorable investments
• Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plans
• Improved customer satisfaction by finding creative solutions to problems
• Assets Under Supervision (AUS) 50 million ; $200,000 monthly revenue: 90% managed account fees 10% brokerage, annuities and 529
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
• Cultivated and strengthened relationships with new and existing clients. Created business plan and identified target customers
• Developed thorough understanding of each client's needs and financial situation by utilizing planing tools and leveraging my partners
• Mentored and trained bankers, in profiling and active listening which prepared them to better service the clients needs and improve the quality and quantity of investments referrals

Act as a liaison between the customer and Fidelity to resolve service issues as well as assists clients with certain financial needs. Through face-to-face contact I introduced potential clients to the full array of Fidelity products and partners within the firm that can better fulfill the clients needs.

Assist clients with assets under 50,000 with basic investment guidance, acting as point of entry to Fidelity's services. Using consultative selling skills and Pusatieri's Value Ladder techniques I have uncovered assets that resulted in over 10 million dollars in transfer of assets into the branch and became new relationships for the financial advisors. Praised by customers for my thoroughness, attention to detail, and ability to explain complex issues in a simple manner.

Proactively developed and cultivated relationships with existing and new clients in order to uncover financial needs and offer product, service or referral to specialists (loan officer, financial adviser, business banker) that can satisfy those needs.

Customers asked to be reassigned to new branch, after previous branch closed. Customer informed direct manager the reason for petition. Aside from banking in the new branch, also brought with them close to 1 million dollar in balances to the new branch as a result of the relationship.

Built lasting relationship with customers by providing honest and confident feedback, and consistently seeking new trends and product knowledge to act as an expert for the customer. In August 2013 reached record sales for the store of 38 skin care tool (average price of 185.00) of which 40% sales came from customers in book of business and their referrals. None of the tools were returned.

Family owned business with over 15 years in upholstery industry. Established relationship with clients (interior decorators, upholsterers and furniture factories) and suggested best product for current need, as well as instructed in the use of new products.

Extensive product knowledge permitted to offer ideas to customers that resulted in higher revenues for customer's business. Our business in turn gain a loyal client base and growing revenues as well.

Effectively and efficiently operated the financial and administrative area of the number two most influential law firm in the Dominican Republic.

Drafted, and implemented a Career and Compensation scheme for the firm, and oversaw full and continuous implementation.Direct result of the new compensation scheme was a positive effect on lawyer's productivity and firm's revenue. Designed and implemented a cost reduction program that resulted in a drastic improvement on net profits in spite of declining revenues.