Carlos Aleman

Experience

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  SHI International Corp.

  Jan 2017 - Mar 2017

  Inside Account Executive

  While an Inside Account Executive at SHI, I covered the Pacific Northwest region in territory sales. At SHI, everyday included new challenges and opportunities which I strived to complete in a dutiful manner that exemplified not only SHI's motto but exemplary customer service to my clients. Roles and Responsibilities included but were not limited to: -Assist clients in the SBS space to expand IT infrastructure-Quarterback meetings with clients and technical resources to manage large projects. Show less

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  Dell Technologies

  May 2017 - Jul 2021

  As an Account Manager at Dell, my responsibility was to support my client base in fulfilling their own company and IT initiatives. For my clients, I was their main point of contact, and had a wide range of responsibilities including, but not limited to:-Quarterback meetings between clients and dedicated resources to address any system inquiries or solution configurations.-Daily correspondence with extended account team on shared account set to forecast pipeline, lead generation, project collaboration, and sync-ups.-Attain and exceed quarterly quotas while also meeting key performance metrics such as outbounds, quote metrics, lead gen metrics, etc. Performance: Consecutive Shark Award winner (Q1, Q2, of FY21) for client infrastructure revenue attainment. MB Shark winners are the top 10% ISRs within their respective segment (Commercial Central).In my previous role, I exceeded quota and revenue attainment for 6 consecutive quarters.Sales Performance Measure:Q2 FY20 - 148.74%Q3 FY20 - 106.45%Q4 FY20 - 134.24%Q1 FY21 - 152.06% - MB SharkQ2 FY21 - 121% - MB SharkQ3 FY21 - 144.34% Show less As a Technical Sales Representative at Dell EMC, my responsibility was to support 3 Account Managers and our customers by providing a breadth of knowledge that comprises of Dell EMC's enterprise product portfolio.My responsibilities included but were not limited to:-Supporting 3 Account Managers and our customers, 430+ accounts, by active listening and utilizing various resources to pinpoint customers needs, and goals, within their data-center infrastructure.-Continuously meet, and exceed, quarterly quotas by outbound dialing, utilization of Dell EMC tools, pipeline generation and management, and other various methods.In my tenure at Dell EMC I have prided myself on providing our customers the best solution that fits their current, and future, demands while also consecutively exceeding quarterly revenue quotas. Performance for revenue attainment:Q3 FY18 - 124.72%Q4 FY18 - 141.84%Q1 FY19 - 142.49%Q2 FY19 - 121.91% Show less

  • Account Manager

    Jan 2019 - Jul 2021

  • Inside Product Specialist

    May 2017 - Dec 2019
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  Poly

  Aug 2021 - Nov 2021

  Territory Account Manager

  As a TAM at Poly, I was the go-to resource for my territory of CO-NE-MT-WY-IA-SD-ND. I collaborated with national partners and regional resellers in the North American market, in transforming our end-users’ work environment to their ideal WFH/hybrid model.

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  Merrill Lynch

  Mar 2022 - now

  As a Merrill Lynch Financial Advisor, I have cultivated a book of business comprised of families, small business owners, and affluent individuals. My purpose is to simplify the complexities of wealth planning and to provide a vision to my clients and prospective partners. I do this by prioritizing specific criteria within our conversations, including but not limited to:- Expectations, such as performance. - Tolerance, or appetite for risk.- Horizon, what is the timeline?- Income tax and appropriate investment vehicles. - Constraints, due to personal beliefs or feelings.- Attitude, towards communication and syncing. - Liquidity needs, either now or in the foreseeable future. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Show less As a Wealth Client Associate at Merrill, I collaborated with a team of Senior Financial Advisors in fulfilling a breadth of clients’ services. From estate planning, college funding, and a myriad of other goal-oriented financial objectives, I assisted with the day-to-day operations of our client base while adapting to their financial needs. In my tenure at Merrill, I attained the following within my previous role. -Completed SIE. Attained Series 7 (March 2023) and Series 66 (May 2023) while in role. -2022 Top 1000 Responsible Service and Growth Award (RSGA) winner. Show less

  • Merrill Financial Solutions Advisor

    Aug 2023 - now

  • Wealth Client Associate

    Mar 2022 - Aug 2023