Marjorie Perez
Charlotte,NC
Summary
Results-oriented and dependable professional with over 17 years of experience. History of surpassing business targets, satisfying customer demands and contributing to team success. Independently motivated, yet appreciative of team efforts and collaboration. Strong background in training and development and proven track record of effective organization, prioritization, execution, and time management.
Overview
19
19
years of professional experience
Work History
Owner/Manager
NestQuest Enterprises, LLC
Miami, FL, USA
01.2017 - Current
- Residential real estate fix and flip
- Negotiate contracts, reach agreements with investors, clients and vendors resulting in increased revenue while building strong relationships
- Reduce costs and adjust prices to match demand and rehabilitation budget
- Motivate team to accomplish business goals, overcome challenges and exceed objectives
Asset Protection Supervisor
The Home Depot Distribution Center
Hialeah, FL, USA
02.2022 - 01.2023
- Led team in all DC asset protection duties such as safety, merchandise auditing compliance, minimizing shrink, hazmat, OSHA standards, and regulatory investigations to ensure the DC's optimal work practices at all times
- Inspired, motivated, coached, and trained the team daily to ensure their development and performance aligned with previously set career goals
- Maintained compliance with all supply chain security measures such as cargo seal and testing program, as well as maintained a strong physical security presence
Client Service Associate/Financial Advisor
UBS Financial Services Inc.
Coral Gables, FL, USA
04.2006 - 01.2017
- Analyzed data and implemented strategies through trade operations, liquidity management and forecasting for a portfolio with over $1B in assets under management
- Partnered with multiple stakeholders to leverage resources and developed objectives to maximize performance
- Developed team's business plan to surpass profitability target metrics and improve revenue growth
- Managed ad-hoc projects to ensure compliance with ever-changing industry regulatory requirements
- Cultivated long-lasting client relationships based on trust and solid understanding of business needs
- Increased efficiency and team productivity by promoting operational best practices
- Delivered exceptional customer service by leveraging extensive knowledge of products and services
Education
Real Estate Course -
Gold Coast School of Real Estate
Corporate learning - Leadership Summit
The Home Depot University (HDU)
11.2022
Leadership Summit - Yearly AML, OFAC, SAR Certifications, Code of conduct and Ethics
UBS in-house University
01.2017
Bloomberg Market Concepts Certification - Concentration on Economics, Fixed Income, Equities and FX
01.2008
High School Diploma -
South Dade Senior High School
Miami, FL05.2003
Skills
- Project Management
- Employee Training and Development
- Strategic Planning
- Problem-Solving
- Teamwork and Collaboration
Skills And Languages
Excellent, Excellent, Excellent, Excellent, Excellent, Excellent
Certifications And Awards
- Supply Chain/warehouse Lift Equipment Licenses
- Home Depot Leader of the Month, 05/01/22
- Home Depot Values in Action Winner, 06/01/22
Timeline
Asset Protection Supervisor
The Home Depot Distribution Center
02.2022 - 01.2023
Owner/Manager
NestQuest Enterprises, LLC
01.2017 - Current
Client Service Associate/Financial Advisor
UBS Financial Services Inc.
04.2006 - 01.2017
Real Estate Course -
Gold Coast School of Real Estate
Corporate learning - Leadership Summit
The Home Depot University (HDU)
Leadership Summit - Yearly AML, OFAC, SAR Certifications, Code of conduct and Ethics
UBS in-house University
Bloomberg Market Concepts Certification - Concentration on Economics, Fixed Income, Equities and FX
High School Diploma -
South Dade Senior High School