Gerardo Martinez
Graduate In Administration And Finance
San Diego, CA
Summary
I consider myself a young man who is passionate about what he does, always looking for ways to get ahead and undertake new projects. I like to learn as much as possible from everywhere so that my mistakes are minimal and also improve myself day by day to become a competitive and successful person.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
Sales Manager
Trust Knnect
03.2020 - 05.2021
- During the pandemic, I worked with Trust Knnect to distribute medical necessity products and existing company products. The medical products had the highest potential due to increased demand. My role involved engaging with a wide range of clients including corporations, small and large businesses, medical clinics, among others.
- Responsibilities included prospecting and nurturing client relationships, negotiating terms, designing tailored purchasing plans, coordinating payments and deliveries, and assisting in invoice generation alongside the company's accountant and direct supervisor.
Administration and Sales
Fret GLT
06.2022 - 03.2023
- Fret GLT is a logistics company specializing in transportation, machinery, and labor services. Responsibilities encompassed customer service, client acquisition, sales brokerage, service planning, invoicing, collections, accounting, and marketing.
Finance Assistant
Grupo Adar
06.2022 - Current
- Grupo Adar is a legal firm focused on fiscal matters. My role involved client relations, tax payments, reviewing accounting entries, tax return preparation and filing, fiscal year-end closings, and other related duties. This position allowed me to enhance my practical knowledge regarding tax obligations for individuals and corporations.
Financial Investment Management
Grupo Albar
01.2024 - 04.2024
- Strengthened relationships with external partners such as fund managers, analysts, and data providers for better information access and exchange.
- Streamlined internal processes by updating investment management databases with accurate information.
- Assisted senior portfolio managers in optimizing asset allocation strategies for improved performance.
- I helped to improved the production lines and delivery times that this company maintained.
Education
Financial Administration - Business Administration
Universidad Autonoma De Guadalajara
Zapopan, Jalisco, Mexico 09.2020 - 12.2023
High School - Business Administration
Colegio Cervantes Costa Rica
Zapopan, Jalisco, Mexico 08.2017 - 05.2020
Skills
Microsoft Word
Microsoft Power Point
Microsoft Excel
Microsoft Access
Excellent communication and teamwork
Adaptability
Persons handling
Time management
Personal Information
- Place of Birth: Nogales, Arizona
- Date of Birth: 10/17/01
- Nationality: USA/MX
Courseslanguages
- Microsoft Excel, Testing Program, 08/2016, 07/2017
- Microsoft Power Point, Testing Program, 08/2016, 07/2017
- Microsoft Word, Testing Program, 08/2016, 07/2017
- Business and Management Case Competition, Universidad Panamericana, 11/2019, 03/2020
- Perspectivas en Materia Fiscal, Laboral y de IMSS para 2023, Capacitación Integral Empresarial, 01/2023, 01/2023
Languages
English
Advanced (C1)
Spanish
Bilingual or Proficient (C2)
Timeline
Financial Investment Management
Grupo Albar
01.2024 - 04.2024
Administration and Sales
Fret GLT
06.2022 - 03.2023
Finance Assistant
Grupo Adar
06.2022 - Current
Financial Administration - Business Administration
Universidad Autonoma De Guadalajara
09.2020 - 12.2023
Sales Manager
Trust Knnect
03.2020 - 05.2021
High School - Business Administration
Colegio Cervantes Costa Rica
08.2017 - 05.2020
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