Feb 2025 – Nov 2025 · 9 mos · San José, Costa Rica

• Ensure customer retention and growth within the assigned book of business. Manage and grow a portfolio of over 1,000 existing accounts focusing on US market sales.
• Achieve a retention rate greater than 90% of my portfolio.
• Analyze account metrics and generate insights for growth strategies, with a strong emphasis on understanding and leveraging utilization patterns
• Collaborate with cross-functional teams to develop strategies for market penetration and revenue growth

Jan 2022 – Dec 2023 · 1 yr 11 mos · Houston, Texas, Estados Unidos

• Responsible for sales pipeline: sales proposals and insurance policies for commercial (Oil / Gas) ranging $50K-$300K and personal customers ranging $2K-$10K.
• Managed a 2% increase in montly sales due to web page optimization.
• Analyzed client's financial capacities to identify business opportunities. Researched market to align with client's budget; ensured sales expectations were met for repeated business.

Dec 2018 – Dec 2021 · 3 yrs · Houston, Texas, Estados Unidos

• Responsible for communication strategy for 93 Consulates, PR, and engagement with other organizations.
• Maintain liaison with local and international key partners including City of Houston and first response agencies.
• Enhanced 90% membership and donor attraction via strategy development.

Jan 2013 – Nov 2017 · 4 yrs 10 mos · San José, Costa Rica

• Managed over 30 construction projects directly with clients, oversaw procurement of materials, negotiation of 5%-10% discounts, material logistics and delivery.
• Directed sales pipeline to ensure monthly sales goals were met.
• Developed marketing, delivery and sales strategies to Sales Manager.

Jan 2011 – Dec 2012 · 1 yr 11 mos · Vienna, Austria

• Implemented International Public Sector Resource Planning Standards to perform business analysis resulting in a 20% improvement in audit outcomes and enhance compliance across financial operations.
• Processed and verified payments in Budget and Finance Section totaling over $10M annually; enhancing payment efficiency by 17%.
• Supply and logistic projects analyst that led initiatives to streamline invoice processing workflow by 6%.

Jan 2008 – Dec 2010 · 2 yrs 11 mos · San José, Costa Rica

• Directed key operational cycle reports and business analysis for Senior Regional Officers and CFOs during the monthly financial closure.
• Direct Manager of a team of 6 Financial Analysts analyzing profitability projects, revenue margins and financial transactions.
• Intercompany coordinator for Latin America and Citi Global Business Units.
• Created Control Room for financial cycle optimization, obtaining a 7% operational time reduction and re-engineered monthly metrics package.

Jan 2007 – Dec 2008 · 1 yr 11 mos · San José, Costa Rica

• Performed business and financial analysis on stock exchange markets for Aerospace and Defense Industry - to determine investment opportunities and risk assessments. Achieved a 90% rate on proposed investment strategies.
• Analyzed and valued international securities. Recommended strategic diversification into emerging markets, resulting in a 30% growth in overal international holdings and improved risk-adjusted returns.
• Conducted comprehensive analysis of 25+ international A&D securities and contributed to New York Stock Exchange publications.

Jan 2004 – Dec 2005 · 1 yr 11 mos · San José, Costa Rica

• Managed plant production for more than 1M semi-conductors weekly optimizing operational efficiency and maintaining a quality-first approach, resulting in a 0.8% reduction in defect rates and a 3% increase in overall productivity.
• Defined strategies to meet production goals with a lean manufacturing strategy.
• Coordinated supply/demand, budget, headcount and production processes while in charge of Safety, Quality and Output.
• Managed 53 direct reports defining salary rankings, promotions and stock allocations

Jan 2002 – Dec 2004 · 2 yrs 11 mos · Santa Ana, San José, Costa Rica

• Analyzed HR compensation structures, benefits and economic trends for over 25 corporate clients, resulting in tailored recommendations that improved salary competitiveness by an average of 10% and enhanced employee retention rates by 6% over 5 years. Analyzed economic trends to inform strategic decision-making and ensure alignment with industry benchmarks.
• Prepared Firm’s international risk manual, covering financial and compliance breach liabilities regarding audit, tax, financial advisory and legal services.

Jan 2000 – Dec 2002 · 2 yrs 11 mos · Santa Ana, San José, Costa Rica

• Comprised independent audit reports for banks and financial institutions. Audited financial statements for 8 private banking clients, ensuring compliance with regulatory standards and enhancing accuracy by 4% through detailed risk assessments and robust internal controls, contributing to 23% reduction in audit discrepancies year-over-year.