senior executive
Babcia inc
Total years of experience :31 years, 3 Months
Proactive, effective and result oriented
I develop and position different product and help finance project especially in Mexico, with some focus on the rest of South America
Responsible for the development and training of a 4000 person sales force comprised of Regional directors, assistants, senior sales consultant, new consultants and teams .Led a team of 12 persons in the assessment, design, development and delivery of customized training in classroom, video and web-based environments.
•Revised ten-week training curriculum with renewed focus on corporate goals and high-net worth Customers
•Implemented training logistics changes resulting in substantial savings
•Established a cohesive training team within a short period of time
•Reviewed four training curriculum on behalf of the Canadian Securities Institute.
Training Team. Responsible for all training initiatives in Canada
for sales associates. Charged with training needs assessment, program design, development, delivery
and evaluation. Assisted all the Branch Managers across Canada in monitoring the progress of new financial advisors.
•Introduced web-based, interactive training resulting in improved trainee pre-work, retention and Performance.
•Reduced training session format from five to three weeks resulting in a one-half million dollar saving annually. Subsequently, this approach was implemented internationally.
•Identified transition and orientation gap on behalf of top producers solicited from external firms. Introduced new concept to address concerns.
•Designed, developed, delivered and mentored new recruits through a modular sales program which Increased their client base.
Consultant with self-established client base comprised of clients with net worth in excess of $500, 000 and
Small to medium-sized businesses. Consultant duties supplemented by responsibility as Senior Trainer.
•Membership in Team Canada provided opportunity to represent Merrill Lynch on Team Quebec’s Mission to Venezuela.
•Developed a six million dollars customer base in a six-month period.
•Managed the Women Investment Network project resulting in a 30% increase in the female customer market base.
•Spokesperson for the Montreal Stock Exchange.
•Designed and facilitated training courses for the Montreal Stock Exchange.
Business owner and managing partner, providing professional services (consulting, business plans, financing proposals, export development, commodity trader) and support to businesses for the financing of their business and projects, with a focus on merger and exports to Mexico, Europe and United State of America.
Here are some of Canaztec Inc. recent accomplishments
•Exclusive Canadian representative of Ventana Mexico, a US owned-Mexican based venture capital company:
•Active participation in the financing of construction projects in Mexico and the promotion of the use of
Canadian-based construction technology, products and know-how.
•Provided professional services to small and medium size Canadian-based companies that are seeking financing (debt, equity) and/or financial assistance (government programs) for their companies and/or projects locally and abroad. Services offered included: strategic and market analysis, business plan development, evaluation of financing requirements, proposals to sources of financing, coaching management in the implementation of their business plans, find potential partners and opening international markets through professional networking.
•Represents Canadian businesses in Mexico at Government negotiations, meetings with suppliers.
I was in the last year program of Classical Studies
courses: Canadian Securities Designation, Canadian Securities Institute •Options Designation, Canadian Securities Institute •Commodities Designation (US & Canada), Canadian Securities Institute •Generalist Technical Trainer, Langevin Learning Institute •Certified for Dimensional Sales Modules Program, Communicare •Effective Public Speaking