Yohei Nagatome
Financial Administrator
Zapopan
Summary
My strength relies on find what customers are looking for. I am proactive individual that appreciates a multicultural, dynamic working environment and who finds it easy to deal with others. I have a financial degree and proven sales experience that can work under pressure and that can give results. I would like to join a company that provides development opportunities
Overview
6
6
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Administrative Manager
Súper Pescadería Ramiro
02.2023 - Current
- Supervision of activities of employees (10)
- Established a better learn curve for new hires and training
- Planning and management of resources (budgeting)
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel
Financial Advisor
GFB Consultores
06.2021 - 06.2022
- Creation of client portfolio (24 customers)
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Sale of different strategies for retirement, insurance and investment options
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Developed comprehensive retirement planning strategies
Business Owner (Restaurant)
YEYEI
01.2021 - 02.2022
- Planning, development and execution of the project: YEYEI.
- Management of resources and raw materials
- Responsible for the fiscal strategies of the business
- Administration of resources, payroll, personnel training and management
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins
Financial Advisor (Custom Shoe Company)
Black and Yellow
04.2020 - 12.2020
- Personalized financial advice and development of strategies and projections for the company
- Development of a new production line focused on the manufacture of medical hygiene equipment (gowns, mouth covers, masks and shoe covers, sanitization mats)
Administrative Manager (Seafood Restaurant)
Super Pescadería Ramiro
01.2020 - 12.2020
- Member of the restructuring and image team social network and logo
- Alternative menu for food delivery applications and online sale integration
- Creation and development of marketing activities to attract new customers
- Administration of resources and supervision of activities of employees
Financial Advisor
Evidika (Investment firm)
01.2019 - 11.2019
- Member of the initial team of Advisors
- Client portfolio and customer follow up (15 clients)
- Junior Advisor training (for new members)
- Process optimization and improvement for financial products
Junior Banker (Wealth Management)
Citibanamex Banca Patrimonial (Citi Group)
01.2018 - 06.2018
- Wealth Management Vice-president’s assistant
- Optimization with dynamic and updatable Excel templates for all customer positions analysis and transition to other products 15 prospects for mortgage loan acquisition and profiling
- Customer service for clients that have at least 2,000,000 mxn on investment
Education
Degree in Financial Management - Stock Market Finance. Importance of foreign trade investment
Tecnológico de Monterrey
Guadalajara, Mexico 08.2013 - 05.2019
Skills
Leadership
Teamwork
Customer service
Sales
MS Office (advanced)Bloomberg (good)Oratory
Financial Research
Budget Management
Reference Contacts
- Ileana Ramírez, 33 3149 2456
- Enrique Valle, 33 32707106
Timeline
Administrative Manager
Súper Pescadería Ramiro
02.2023 - Current
Financial Advisor
GFB Consultores
06.2021 - 06.2022
Business Owner (Restaurant)
YEYEI
01.2021 - 02.2022
Financial Advisor (Custom Shoe Company)
Black and Yellow
04.2020 - 12.2020
Administrative Manager (Seafood Restaurant)
Super Pescadería Ramiro
01.2020 - 12.2020
Financial Advisor
Evidika (Investment firm)
01.2019 - 11.2019
Junior Banker (Wealth Management)
Citibanamex Banca Patrimonial (Citi Group)
01.2018 - 06.2018
Degree in Financial Management - Stock Market Finance. Importance of foreign trade investment
Tecnológico de Monterrey
08.2013 - 05.2019