Technology and Financial Sales Specialist - Sales Demonstrators Resume
Technology and Financial Sales Specialist - Sales Demonstrators Resume
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Technology and Financial Sales Specialist Resume


Desired Industry: Sales/Demonstrators SpiderID: 76102
Desired Job Location: San Jose, California Date Posted: 9/3/2015
Type of Position: Full-Time Permanent Availability Date: Immediately
Desired Wage: 50000
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel:
Highest Degree Attained: Bachelors Willing to Relocate: No


Objective:

Multifaceted, highly analytical, and
client-focused sales professional, with
extensive experience in trading
operations and processes,

complex financial structures, and
investment management in diverse
financial and technology industries.
Armed with a proactive

leadership approach in solving complex
problems and coordinating team efforts
to achieve productive operations, while
delivering the

highest level of client service.
Effective at securing transactions while
establishing long-term relationships and
strategic alliances

with key customers and partners to
identify opportunities, maximize client
base, and gain repeat business.


Experience:

Professional Experience

QUITBIT, INC. - Sunnyvale, CA
Startup technology company focused on
improving customer health by developing
products such as a lighter that measures
and tracks

smoking habits to help smokers quit.
Business Development /Financial Analyst
Jul 2014–Present
Performed sourcing and cost analysis of
manufacturing process to reduce
component costs.
Assumed investor relations duties in
securing and prospecting both potential
investors and future customers.
Significantly boosted brand engagement
and following by efficiently
administering social media marketing,
including Twitter/Facebook.
Capitalized on industry expertise in
developing financial modeling which
included 5-year pro-forma projections to
drive fundraising

efforts.

CAE–CAPITAL ASSET EXCHANGE & TRADING,
LLC - Redwood City, CA
A leading semiconductor equipment
company with the highest quality
catalogue of secondary semiconductor
equipment in the global

marketplace.
Capital Asset Trader
Sep 2013–Jun 2014
Managed the transaction of various
trades, including semiconductor and
other high-technology capital equipment
and assets.
Displayed competency in conducting
arbitrage strategies and closing deals
across five different continents.
Built and maintained strong
relationships with various clients,
including brokers, refurbishers, OEMS,
and Fortune 500 companies.
Gained comprehensive knowledge of all
aspects of the semiconductor industry
from design/fabrication and assembly to
testing and end

device deliverables.
Exemplified focused training in sales
strategies and tactics, including
understanding demand drivers, price and
contract negotiation,

accelerating and closing deals, key
sales tools in support of business
development.
Successfully generated more than $5M of
sales and $120K of net profit, including
a record of $20K profit in the first
month of trading.
Expertly handled the negotiation of
pricing and contract/financing terms;
collection of customer payments; funding
of suppliers; and

simultaneous coordination of onsite
inspection, logistics and settlement of
equipment.

LAUREL GROVE CAPITAL, LLC - Los Angeles,
CA
A registered investment advisor with
more than $200M worth of assets and
specialized in providing custom and
individually managed

portfolios for clients.
Junior Analyst
Jul 2010–Dec 2012
Initiated research and developed
financial analyses in order to offer
tactical recommendations on companies,
mutual funds, industries,

managers, and larger scale macro
concepts.
Closely monitored and evaluated client
portfolios to identify and produce
proper asset class and sector exposure.
Rendered assistance in prospecting new
business; creating client presentations;
and maintaining existing client
relations to ensure

repeat business and quality referrals.
Gained comprehensive training in
Bloomberg, FactSet, Thomson Baseline,
Morningstar, Advent/Axys, as well as
SalesForce and other CRMs

in addition to advanced proficiency in
Microsoft Office / Excel.
Utilized technical proficiency by
spearheading the administration of new
client and research databases which
greatly improved

efficiency of workflow processes.

CITIGROUP SMITH BARNEY - Los Angeles, CA
American multinational financial
services corporation specializes in
retail brokerage. Served as the wealth
and asset management

division of Citigroup (Now Morgan
Stanley Wealth Management)
Global Wealth Management Intern
Aug 2007–Jun 2008
Expertly managed and controlled more
than $50M worth of financial plans for
clients across different advisor teams,
with various types

of plans ranging from asset allocation
to retirement and estate and tax
planning.
Extensively worked with various advisor
teams across Los Angeles area branches
in the prospecting and opening of over
$100M worth of

new accounts, which represented entirely
new business.
Successfully obtained numerous new
accounts through cold calling,
networking, and referral.


Education:

Education and Credentials

Bachelor of Arts, Major in Economics and
Minor in Public Affairs: 2010
GPA: 3.5/4.0 | Dean’s Honor List | Phi
Sigma Theta National Honor Society
Pi Kappa Alpha Fundraising Chair,
Internal Vice President
University of California, Los Angeles,
CA, USA

Concentration in Finance: 2009
GPA: 4.0/4.0
Bocconi University Business School,
Milan, Italy

Relevant Coursework: Economics
(Macro/Micro), Finance, Investments,
Accounting, Programming, Public Policy


Affiliations:
-----


Skills:
Sales and Marketing Strategies ~
Investments and Financial Planning ~
Trading and Market Making
Account Management and Customer
Relations ~ Leadership and Training ~
Strategic Planning and Decision-Making


Additional Information:

Activities

LA Works Program, Santa Monica, CA:
Mentor/Tutor
Almaden Valley Youth Soccer League, San
Jose, CA: Referee/Coach


Reference:
Available upon request.


Candidate Contact Information:
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