William Machado's Page

about me

I'm a successful Financial Services Professional because I take preparation very seriously. I continually keep abreast of the industry and the market so that I am aware of the issues likely to impact different potential customers. When I am with prospective clients, I ask probing questions and listen carefully so that I can really understand their needs. By understanding their needs, I am able to tailor solutions to address their challenges and business strategies."

Throughout my career, I have demonstrated outstanding client service and first-rate relationship management skills in every post I held. As a Business Development Officer, I have consistently exceeded business targets while displaying a proven ability to evaluate the business requirements of the client and subsequently market products and services to fulfill those needs.

I have led key initiatives with cross-functional teams and business units which have resulted in acquiring accounts from some of the nation's largest providers of financial services. I have been recognized by my peers of exhibiting expertise in developing and implementing sales and marketing strategies that support business and financial objectives.

I have held leadership roles in business development; and display a thorough knowledge of the full sales cycle across various business groups and levels.

Whether in the boardroom or at a backyard barbeque, I demonstrate outstanding communication skills and have the ability to take complex subject matter and convey them in simplistic terms. Once a dynamic Golden Glove boxer, I show no fear in or outside the ring and continue to exude the same confidence and leadership skills today.

Lastly, as a highly organized, flexible self-starter with superior project management skills, I'm convinced I would make an ideal candidate and a welcome addition to any financial services team.

what languages do you speak?

English and Spanish

what is your current, past or ideal job title?

Vice President, Investment Trust Consultant

your connection with Latin America?

I'm first generation Puerto Rican.

your favorite Latin American city? vacation spot? food?

Puerto Rico... I like pretty much every type of food!

what countries have you lived in? worked in?

Outside of the U.S.... I visited many, but never lived or worked in any.

schools attended? degrees?

Albany State University

what companies have you worked for?

Vice President/Investment Trust Consultant at City National Bank
Account Executive at Mutual of America
Retirement Services District Manager at ADP
Retirement Plan Sales Specialist at CitiStreet
Employee Benefits Specialist/CRO at US Trust
Regional Sales Representative at Guardian Life Insurance Co

online profile such as linkedin.com or blog?

http://www.linkedin.com/myprofile

interests and/or hobbies?

I like hanging out with family and friends. I like cooking/grilling, listening to music and having the occasional cigar with a good cocktail... I tend to hibernate during the winter... but once I catch Spring fever, I work out alot and run every day - till the leaves start to turn!

relationship status?

married

looking for?

networking, employment