Sebastian Pena

Analyze market to find houses in distress to purchase, remodel, and sell.

Assist clients in purchasing and selling Real Estate.

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

• Recruited, interviewed, hired and trained employees
• Demonstrated leadership by mentoring a group of bankers into achieving excellence in sales and service.

• Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database
• Continually boosted branch production and revenue by consistently meeting and exceeding all monthly and quarterly sales goals
• Expanded client base by promoting new financial products.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
• Utilized diverse wealth management strategies to meet client objectives.