jcmoniz
Ceo
.jpeg)
Persuasive and customer-focused Master of Business Administration graduate with 15+ years of experience in customer service, financial sales & marketing, and business pitching. Proficient in customer/client onboarding, fundraising strategic planning, and team management to drive business growth and boost optimal profitability. Experienced in boat inventory control, vendor collaboration, and verbal communication to meet client needs and ensure client satisfaction.
Experience: 7 years
Yearly salary: $58,000
Hourly rate: $30
Nationality: 🇵🇹 Portugal
Residency: 🇪🇸 Spain
Experience
Fundraising Manager - COO
Nauty 360 2017 - 2019
Developed a fundraising strategy - Creating a Compelling Pitch - Networking Skills - Created Financial Projections Modeling - Prepare for Due Diligence - Ensured Legal Compliance - Managed Angel and Venture Capital investors relations. Developed fundraising strategy by creating compelling pitch, creating financial models, and complying with legal guidelines, securing funds for business. Secured venture capital funding from investors 1.5M USD seed round.
Sales Manager
Mediterranean Yacht Broker Asociation 2013 - 2016
Formed B2B partnerships with LATAM retailers, elevating annual net sales from $8.4M to $13M. Boosted company sales by 80% through enhanced customer service, leveraging extensive expertise in boats. High effectiveness in boat sales with over 86 inspections followed by delivery of new customer's yachts.
International Fixed Income Trader
Atlas One FIC FIA 2006 - 2013
Evaluated and analyzed specific fixed-income securities for private banking exec. Executed buy or sell orders for fixed-income securities having a 74 percent success rate. Brought 46 new clients to the company with 86 million USD assets under management. Slashed by 36 % of the risk associated with fixed-income portfolios for each client.
Skills
customer-support
english
portuguese
spanish