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Phone: PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEPROFESSIONAL EXPERIENCEPortfolio Manager Private Equity Group1996 Present Sales-Driven Investment Leadership: Developed and executed customized investment strategies, increasing client acquisition and retention, and driving consistent revenue growth. High-Impact Sales Strategy: Engineered and optimized quantitative equity investment models, achieving over 30% ROI and positioning the firm as a market leader in both short-term and long-term equity investments. Market Outperformance: Delivered annual returns exceeding 30% from 2017 to 2019, enhancing market reputation and attracting high-value clients, expanding sales opportunities. Performance Excellence: Consistently achieved annual returns exceeding 18% since 2020, surpassing market benchmarks, contributing to new client acquisition and revenue growth.Industry Consultant IBM WTC1992 1997 Strategic Sales Leadership: Directed the integration of financial and human resources strategies for multinational corporations, aligning business trends with revenue opportunities, optimizing sales processes. Revenue Growth Initiatives: Led cross-functional teams to implement AS/400, Oracle, and POS solutions, resulting in significant revenue growth and consistently exceeding annual sales targets. Client-Centric Transformation: Spearheaded initiatives to improve client experiences, driving enhanced customer satisfaction and fostering long-term sales partnerships in industrial and supply chain sectors. Economist/Analyst Chamber of Commerce1989 1990 Market Insights and Strategy: Conducted in-depth data analysis to identify economic trends, supporting sales strategies and business growth initiatives. Policy and Sales Advocacy: Delivered recommendations influencing international trade, monetary policy, and fiscal strategies, fostering business expansion. Negotiation Leadership: Played a key role in trade and labor cooperation negotiations with Panama, the Dominican Republic, and Nicaragua, securing tax savings and enhancing regional sales potential.EDUCATION Master's Degree in Business Administration NOVA Southeastern University Summa Cum Laude Bachelor's Degree in Economics University of South Florida CORE COMPETENCIES Sales Strategy & Business Development Investment Strategy & Portfolio Management Quantitative Analysis & Model Optimization Cross-Functional Leadership Client Acquisition & Relationship Management Data-Driven Decision Making Revenue Growth & Market Expansion Strategic Project ManagementTECHNICAL SKILLS CRM Platforms: HubSpot, Salesforce ERP Solutions: Oracle, AS/400, POS Systems Project Management Tools: Microsoft Project Software Proficiency: Microsoft Office SuiteKEY ACCOMPLISHMENTS Consistently exceeded revenue growth targets by 30% through strategic investment and client acquisition. Led cross-functional teams to implement technology solutions that resulted in 25% operational efficiency improvement. Expanded client base by 20% through data-driven marketing strategies and business development. |