Trey Philon
Homestead,FL
Summary
Entrepreneurial professional with background in launching and managing diverse business ventures. Known for strategic planning and effective resource management that aligns with core business objectives. Valued for fostering collaborative work environment and consistently delivering results in dynamic market conditions.
Overview
10
10
years of professional experience
Work History
Junior Financial Advisor
Florida Financial Advisors
08.2023 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Managed portfolios over $1 million in AUM and build assets with compounding interest in financial planning.
- Analyzed clients' risk tolerance levels, crafting tailored investment strategies to align with their household needs.
- Strengthened client relationships with regular follow-up meetings and consistent communication regarding their investment portfolios.
- Streamlined internal processes by implementing new technology tools, increasing overall productivity within the team.
Customer Service Sales Agent
DIRECTV
06.2022 - 08.2023
- Delivered superior customer service to retain existing customers and attract future customers.
- Answered constant flow of SRM customer calls providing cable service, averaging between 15-20 calls per day, with weekly sales close rate ending at 30% exceeding above goal expectations.
- Created accounts with scheduling appointment dates and further assisting customers with providing resources for seamless experience.
- Informed customers of current sales and promotions to build customer base, boost traffic and increase customer loyalty.
- Built rapport and strengthened customer relationships through consistent communication via phone and internet.
Assistant Store Manager
Abercrombie & Fitch
09.2014 - 05.2022
- Reviewed sales and gross profit reports determining options for increasing market growth.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Directed merchandising, promotion and brand loyalty efforts for business segment with extraordinary sales volume.
- Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
- Analyzed and interpreted store trends to facilitate planning.
Education
Bachelor of Arts - Interdisciplinary Studies
Florida International University
Miami, FL07.2023
Associate of Arts - Computer Science
Miami Dade College
Miami, FL06.2015
Skills
- Business scaling
- Prospecting
- Cash flow management
- Retirement planning
- Insurance planning
- Asset allocation
- Investment strategies
- Estate planning
Timeline
Junior Financial Advisor
Florida Financial Advisors
08.2023 - Current
Customer Service Sales Agent
DIRECTV
06.2022 - 08.2023
Assistant Store Manager
Abercrombie & Fitch
09.2014 - 05.2022
Bachelor of Arts - Interdisciplinary Studies
Florida International University
Associate of Arts - Computer Science
Miami Dade College
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