Sofia Guzman

Experience

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  Squiggle Park

  Sept 2017 - Jan 2019

  - Brought Squiggle Park into Mexico, Chile and Vietnam - Learned strategic marketing to focus on targeted prospects- Largest sale of the company - Increased market presence by 200% in Texas and California- Familiarity with CRM tools - Assisted with the organization of conferences and events- Managed monthly social media targets and reporting- Established more efficient communications automation and scheduling- Provided excellent Customer Support

  • Business Development

    Jan 2018 - Jan 2019

  • Marketing Specialist

    Sept 2017 - Dec 2017
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  Healy Financial Planning

  Apr 2019 - Jul 2020

  Co-op Student

  - Understanding of securities such as equities, bonds, forwards, futures, options, etc. - Valuable experience in Life Insurance, Segregated/Mutual Funds and Employee Benefits industries- Experience working with specific industry related software programs such as Salesforce and Investment Centre- Generate custom client reporting, and provide assistance to team members in response to client requests- Participate in various system improvement initiatives and automation projects- Provide a complete range of investment administration services to clients, including compliance procedures Show less

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  O'Regan's National Leasing

  Oct 2020 - now

  Account Manager

  - Specialize in commercial equipment and vehicles of all makes and models- Help businesses find the best vehicles for their fleet based on their industry, current needs and today's market- My Finance background allows me to help my clients determine what the best option is for them; leasing, financing or purchasing- Assist customers with completing the relevant paperwork required for a successful sale to be processed