Claudia Pereira
Harvey
Summary
Dynamic Commercial and Financial Advisor at Multihomes NY, adept at cultivating client relationships and delivering tailored investment advice. Leveraged analytical thinking and sales expertise to enhance client portfolios, resulting in increased customer loyalty and long-term partnerships. Committed to understanding individual needs, ensuring optimal financial solutions for diverse clientele.
Overview
16
16
years of professional experience
Work History
Commercial and Financial Advisor
Multihomes NY
04.2009 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Accounting Administrator - Accounting Administration
CESDE
Medellin, Colombia06-1994
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Sales and marketing
- Critical thinking
- Attention to detail
- Financial advising
Languages
Spanish
Full Professional
Timeline
Commercial and Financial Advisor
Multihomes NY
04.2009 - Current
Accounting Administrator - Accounting Administration
CESDE
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