Raul F. Guerra3602 Blackstone Run

San Antonio, TX 78259(361) 562-3320

Raulfguerra@gmail.com

CAREER OBJECTIVETo secure a position within an organization that will give me the opportunity for professional growth, while utilizing my management experience, financial and supervisory skills.

SUMMARY OF QUALIFICATIONS Fluent Spanish Speaker Excellent communication and organizational skills Experienced in accounting principles, efficient office practices, and management skills Strengths in multi-tasking and interpersonal skills Strong leadership skills Self-Motivated and works well with groups Trustworthy in money management Strong computer skills Efficient in Quicken, NaviPlan Personal Analysis, Network Connection, Microsoft

Office, and Investors Tools

PROFESSIONAL LICENSES

FINRA Series 6 LicensingFINRA Series 63 LicensingGroup One Licensing

EDUCATIONThe University of Texas at San AntonioBachelor of Business Administration in Finance

Delmar College Associates Degree in Business

Alice High School High School Degree

WORK EXPERIENCE

1

Chase Bank February 2010- PRESENTVice President/Licensed Bank Manager

Manage a Chase Private Client Bank of portfolios over 250K Review branch profit and loss statement to improve revenue and minimize expenses Prepare branch for compliance audits in relation to federal regulations Hire qualified candidates that best fit branch needs Actively coach employees to achieve sales results and source new customer business Assist business owners with analyzing business income statements for growth and

profitability including card processing information Recommend the best investments for tax purposes and employee benefits for business

owners Set goals, develop and effectively execute strategies against detailed action plans Conduct huddles and sales meetings to motivate branch staff and encourage business

growth Implement branch operations and administration process, policies, procedures and

controls Trained managers and bankers for 17 branches to achieve results through seminars Helped manage innovation changes for the district

Northwestern Mutual Financial Network September 2008- February 2010Financial Representative

Prospect for new clients by utilizing sales and referrals Conduct detailed meetings with clients to identify current financial data, financial

goals, and objectives Access the clients financial situation to align them with their present and future goals Run detailed personal needs analysis of the clients financial situation Work with clients to implement the financial recommendations based on individuals

needs and financial circumstances Helped business owners address and implement business continuation plans as well as

employee benefits Address any estate tax needs that a client may have Meet with clients for reviews to address any changes in their financial situation

Rialto Jewelry; San Antonio, TX April 2006- September 2008Manager

Direct Management including training, hiring and terminating employees Worked closely with employees to build a plan around business initiatives, including

tactic, expectations, targets and the primary activities needed to for optimal business impact

Increased productivity and reduced operating costs by leveraging staffing needs Created action plans to increase store profitability incorporating employee incentive Maintained and controlled inventory Responsible for marketing events and promotions Managed accounts payables, accounts receivables, and payroll Resolved customer service complaints Scheduled orders, controlled money, and managed quality control

2

ACTIVITIES AND HONORS Top Sales in district Recognized as most valuable performer Business Committees of Leon Valley Dean’s List-University of Texas at San Antonio Member of the International Business Society of Corpus Christi National Hispanic Institute Golden Key International Honour Society

ADDITIONAL SKILLS Real Estate Investment courses Real Estate Analysis Stock Market Analysis International Finance Analysis Real Estate Investor

REFERENCES

References available upon request

3